FP&A Lead

Lead FP&A Responsibilities:

As our Lead Financial Planning, you will:

• Own the company-wide annual planning, forecasting, and long-range financial modeling processes
• Develop and maintain robust financial models and dashboards to track KPIs and business performance
• Partner cross-functionally with department heads to provide financial insights and decision support
• Analyze trends, risks, and opportunities across revenue, margin, and operating expenses
• Prepare executive-ready reporting and financial packages for leadership and board presentations

Strategic and Growth Responsibilities

• Identify and implement process improvements to scale FP&A tools, templates, and routines
• Lead the development of automated reporting and scenario modeling to support strategic planning
• Play a key role in evaluating business cases, pricing, and capital allocation decisions
• Act as a financial advisor to senior leadership and provide proactive recommendations

Team Development (Future State)

• Develop a vision and structure for a scalable FP&A team, aligned with company growth
• Mentor and coach junior analysts as team expands
• Lead recruitment, onboarding, and development of future FP&A hires
• Establish team workflows, performance metrics, and reporting standards

Lead FP&A Requirements:

You're a fit for the role of Lead Financial Planning if your background includes:

• Bachelor's degree in Finance, Accounting, Economics or related field (MBA or CPA/CMA a plus)
• 5-8+ years of progressive experience in FP&A, preferably in a high-growth or complex business environment
• Advanced Excel modeling skills; experience with analytical tools (e.g., Power BI, Profix, etc. )
• Strong business acumen and ability to translate data into actionable insights
• Demonstrated experience influencing cross-functional stakeholders and executive teams