The posting
Job Summary: Lead the company’s enterprise-wide financial planning, forecasting, management reporting, and analysis activities. Partner with senior leaders to translate financial and operational results into actionable insights, identify risks and opportunities, improve business performance, and support decisions that advance the company’s strategic and financial objectives. Essential Duties and Other Responsibilities
Lead enterprise-wide financial planning, budgeting, and forecasting:
Develop, implement, and continuously improve company-wide operating expense and capital expenditure planning and forecasting processes. Perform monthly variance analysis against forecasts and budgets, partnering with stakeholders to explain results, identify trends, and recommend corrective actions. Prepare and maintain periodic financial forecasts, annual budgets, and long-range plans. Identify, quantify, and track cost optimization and productivity opportunities across the organization.
Guide business and financial performance:
Perform ad hoc financial and scenario analysis, including what-if modeling, sensitivity analysis, investment evaluation, and assessment of business risks and opportunities.
Month end review, including developing insights into financial trends.
Develop recurring management and executive-level reporting and presentations that communicate financial performance, key business drivers, risks, opportunities, and recommended actions. Serve as a trusted finance partner to business leaders by participating in operating reviews, building stakeholder relationships, challenging assumptions, and supporting financial decision-making.
Value capture and measurement:
Support processes related to tracking and reporting value realization around strategic initiatives. Develop metrics and analytical framework to build a disciplined approach to measuring performance and reporting to technology and business leadership.
Leadership:
Manage and develop FP&A team members, including interviewing and hiring, performance management, development, and coaching. Support change and ongoing transformation.
Education/Experience
Bachelor’s degree or equivalent in finance, accounting, or a business-related discipline required; master’s degree in accounting or CPA preferred. A minimum of 5 years of progressive FP&A experience is required, including financial reporting and consolidation experience. Global experience is strongly preferred. At least 2 years of experience leading or managing a team is required.
Skills Required
Ability to build strong business partnerships and collaborate across multiple business units and stakeholders. Strong sense of urgency to meet deadlines with ability to lead multiple projects and initiatives concurrently.
Superior knowledge of financial analysis and building financial models. Experience using management reporting, enterprise performance management, or FP&A systems to support planning, budgeting, forecasting, reporting, and analysis is required; experience with Datarails is preferred.
High level of proficiency of MS Office Suite, including PowerPoint and intermediate to advanced Excel skills. Salesforce and SharePoint preferred. Excellent verbal and written communication skills with a strong executive presence Ability to exercise independent judgment in developing methods, techniques, and evaluation criterion for obtaining results. Collaborative, customer-focused and able to create visible value. Ability to work well in a fast-paced environment.
Mathematical Ability: Ability to perform calculations and manage budgets. Ability to apply mathematical concepts to budget management for clinical trials. Certificates and Licenses Not required. Supervisory Responsibilities: Supervises FP&A team (managerial & professional level employees). Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or clinical research protocols. Ability to draft reports and business correspondence. Ability to effectively present information and respond to questions from colleagues and clients. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills: Must have a working knowledge of Microsoft Office applications including word processing, spreadsheets, and PowerPoint, as well as an aptitude for learning new database software quickly. Salesforce and SharePoint experience preferred. Work Environment: The noise level in the work environment is usually quiet. Physical Demands: Must regularly operate a computer and occasionally operate other office equipment. This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform other related duties as may be required by their supervisor. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
