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Head of Financial Planning & Analysis (FP&A)

Salary undisclosed

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Responsibilities

The Head of Financial Planning & Analysis (FP&A) and/or Corporate Finance will oversee financial planning, budgeting, and analysis while supporting strategic decision-making. This is a hands-on role that blends FP&A and corporate finance responsibilities, requiring a practical approach to financial modeling, reporting, and optimization in a lean environment.

Area Of Responsibility Are

  • Overseeing the development of financial models for budgeting and forecasting
  • Analyzing current financial performance against historical data and forecasts
  • Identifying trends and making recommendations for financial optimization
  • Managing the preparation of quarterly and annual financial reports
  • Presenting financial data and strategies to senior management and board members
  • Leading the annual budgeting process, including capital expenditure planning
  • Advising on long-term business and financial planning
  • Lead the annual budgeting and forecasting processes, including variance analysis and performance tracking.
  • Develop and maintain financial models to support decision-making and scenario planning.
  • Assist in evaluating strategic initiatives, such as investments, M&A opportunities, cost-saving opportunities, through financial analysis.
  • Monitor cash flow, working capital, and liquidity to ensure financial stability.
  • Collaborate with accounting to align financial reporting with business objectives.
  • Lead preparation of monthly, quarterly reporting to internal and possible external shareholders
  • Hands-On Execution approach:
  • Take ownership of financial modeling, data analysis, and reporting to ensure accuracy and timeliness.
  • Identify trends and provide actionable recommendations to improve operational and financial performance.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or relevant advanced degree would be an asset.
  • 3 - 7+ years of experience in FP&A, corporate finance, or a related field.
  • Proven experience in financial modeling, budgeting, and forecasting.
  • Additional operating experience in a lean environment is a plus
  • Familiarity with accounting principles and financial reporting.
  • Advanced Excel skills and experience with financial tools (e.g., Power BI, Tableau, or similar).
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration skills.
  • Strong curiosity and adaptability to grasp new concepts and align business goals with operating and financial strategies
  • Hands-on, detail-oriented approach to financial management.
Responsibilities

The Head of Financial Planning & Analysis (FP&A) and/or Corporate Finance will oversee financial planning, budgeting, and analysis while supporting strategic decision-making. This is a hands-on role that blends FP&A and corporate finance responsibilities, requiring a practical approach to financial modeling, reporting, and optimization in a lean environment.

Area Of Responsibility Are

  • Overseeing the development of financial models for budgeting and forecasting
  • Analyzing current financial performance against historical data and forecasts
  • Identifying trends and making recommendations for financial optimization
  • Managing the preparation of quarterly and annual financial reports
  • Presenting financial data and strategies to senior management and board members
  • Leading the annual budgeting process, including capital expenditure planning
  • Advising on long-term business and financial planning
  • Lead the annual budgeting and forecasting processes, including variance analysis and performance tracking.
  • Develop and maintain financial models to support decision-making and scenario planning.
  • Assist in evaluating strategic initiatives, such as investments, M&A opportunities, cost-saving opportunities, through financial analysis.
  • Monitor cash flow, working capital, and liquidity to ensure financial stability.
  • Collaborate with accounting to align financial reporting with business objectives.
  • Lead preparation of monthly, quarterly reporting to internal and possible external shareholders
  • Hands-On Execution approach:
  • Take ownership of financial modeling, data analysis, and reporting to ensure accuracy and timeliness.
  • Identify trends and provide actionable recommendations to improve operational and financial performance.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or relevant advanced degree would be an asset.
  • 3 - 7+ years of experience in FP&A, corporate finance, or a related field.
  • Proven experience in financial modeling, budgeting, and forecasting.
  • Additional operating experience in a lean environment is a plus
  • Familiarity with accounting principles and financial reporting.
  • Advanced Excel skills and experience with financial tools (e.g., Power BI, Tableau, or similar).
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration skills.
  • Strong curiosity and adaptability to grasp new concepts and align business goals with operating and financial strategies
  • Hands-on, detail-oriented approach to financial management.