- Support annual budgeting, long-range planning, and periodic forecasting processes
- Prepare financial models, variance analyses, and management reporting packages
- Analyze financial performance and provide insights on trends, risks, and opportunities
- Assist in developing and maintaining KPIs, dashboards, and reporting tools
- Contribute to the design and improvement of internal financial reporting
- Deliver timely, accurate, and actionable analysis to finance leadership and business partners
- Support ad hoc financial analysis and business decision-making, leveraging advanced tools and automation where applicable
- Identify opportunities to improve processes, enhance efficiency, and increase automation
- Act as a resource across the finance function to identify and develop automation solutions, including Robotic Process Automation (RPA), AI-enabled tools, and system-to-system integrations
- Partner with Finance and IT teams to design and implement smarter, scalable solutions that improve efficiency, data flow, and overall effectiveness
- Evaluate existing workflows and drive the adoption of advanced technologies to streamline reporting, forecasting, and data management processes
- Assist with implementation and enhancement of financial systems and reporting tools
- Collaborate with finance and business stakeholders across the organization.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field required
- 5+ years of experience in FP&A, corporate finance, accounting, or a related analytical role
- Strong analytical and problem-solving skills with high attention to detail
- Solid understanding of financial statements, budgeting, and forecasting processes
- Advanced proficiency in Microsoft Excel; strong working knowledge of Microsoft Office suite
- Experience with financial planning systems and ERP platforms (e.g., Oracle EPM, Hyperion, SAP, or similar) preferred
- Experience or exposure to RPA tools, AI-driven solutions, or automation technologies within finance functions preferred
- Understanding of system integrations and data flow optimization across financial platforms is a plus
- Familiarity with data visualization tools (e.g., Power BI, Tableau) preferred
- Ability to clearly communicate financial concepts and insights to stakeholders
- Strong organizational skills and ability to manage multiple priorities and deadlines
- Collaborative mindset with the ability to build effective working relationships
- Proactive, self-motivated, and focused on continuous improvement, process optimization, and leveraging emerging technologies (e.g., RPA, AI) to drive efficiencies.
Core Competencies
Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while leveraging advanced tools and automation to enhance reporting and decision-making processes. Proficient in collaborating with cross-functional teams to implement scalable financial solutions and optimize data management.
Highest-signal resume keywords
- Financial Planning And Analysis (FP&A)
- Robotic Process Automation (RPA)
- Advanced Microsoft Excel Proficiency
- Financial Reporting Systems (e.g., Oracle EPM, Hyperion, SAP)
- Data Visualization Tools (e.g., Power BI, Tableau)
ATS Optimization Keywords
Hard Skills
- Budgeting
- Forecasting
- Variance Analysis
- Financial Modeling
- KPI Development
- Data Management
- Process Optimization
- Automation Technologies
Soft Skills
- Analytical Skills
- Problem-Solving
- Communication Skills
- Organizational Skills
- Collaboration
Industry Keywords
- Corporate Finance
- Financial Statements
- Data Flow Optimization
- Financial Analysis
- Continuous Improvement
Tools & Technologies
- Microsoft Office Suite
- Oracle EPM
- Hyperion
- SAP
- Power BI
- Tableau