Financial Planning and Analysis Specialist

POSITION SUMMARY

• The Senior Analyst, FP&A is a key member of the Business Finance Organization responsible for delivering end-to-end financial planning and forecasting process and serves as the primary finance business partners to the business leaders. This role independently owns workstreams across forecasting, working capital management, variance analysis, and financial modelling - translating complex data into actionable insights that drive strategic and operational decisions aligned to global guidance and regional execution.

RESPONSIBILITIES

End-to-End FP&A Process Ownership (Primary)

• Own and drive the full forecasting cycle for assigned Product Lines / BUs - from data gathering through analysis, alignment with business partners, submission, reconciliation, and sign-off
• Build and maintain bottom-up and top-down forecast models for Orders, Sales, and Margin by product line, incorporating pipeline, backlog, pricing actions, mix assumptions and other key drivers
• Drive forecast accuracy through continuous methodology improvement, tracking, and root-cause analysis
• Own the forecast walk process - clearly articulating movements between forecast with drivers and mitigation plans/actions
• Coordinate forecast inputs across global and regional cross functional teams, including commercial, supply chain, operations and product management to ensure alignment and completeness
• Manage forecast consolidation and reconciliation across systems, ensuring data integrity from source to submission
• Own the working capital monthly forecasting process, understand and validate inputs, monitor and manage TWC metrics for a review.
• Prepare and present the monthly TWC Executive Overview including step charts showing TWC evolution (quarterly trend from actuals through forecast periods)

Business Partnering with Product Line / BU P&L Owners (Primary)

• Serve as the dedicated finance partner to Product Line / BU P&L leaders - proactively providing financial insights on P&L performance
• Partner independently with the Product Offering Organization to understand product roadmaps, pricing strategies, new product development introductions (NPDI), and their financial implications
• Collaborate with Global BU Finance to align regional forecasts with global targets, reconcile variances, and ensure consistent assumptions across geographies
• Provide P&L owners with monthly/quarterly performance packs including variance analysis (Actual vs. Target vs. Prior Forecast), trend commentary, and forward-looking risk/opportunity assessments
• Challenge and validate assumptions to ensure forecast credibility
• Support P&L owners in preparing for global reviews - providing data, talking points, and bridge analyses
• Track and analyze Orders performance by product line - identifying trends, risks, and upside opportunities
• Monitor pipeline coverage ratios and pipeline conversion rates to inform forecast assumptions, quantify pipeline gaps and work with commercial teams to identify actions to close shortfalls
• Analyze book-to-bill ratios and order intake patterns to inform forward-looking Sales and Margin projections
• Deliver detailed sales and margins analysis by product line, decomposing performance into volume, price, mix, and cost drivers
• Perform bridge/walk analyses to clearly show key drivers and impacts to drive urgency and action
• Analyze product mix shifts and their margin implications - flagging structural trends that require management attention
• Conduct structured variance analysis with commentary and prepare executive-ready reports for leadership reviews

Process Improvement & Systems

• Identify and drive process improvements - reducing month-end cycle time, improving data quality, and enhancing automation
• Support system and tool enhancements to improve forecasting efficiency and reporting quality
• Develop standardized templates and automate dashboards for Product Line / BU performance tracking
• Direct interface in dispute resolution process to ensure timely problem resolution. As required work with functional owners on problem solution and escalate to upper management when required.
• Supports the cross-functional initiatives, independently serve as trust finance business partner to broader organization.
• Assist management in forecasting and reporting in accordance with reporting requirements.
• Support ad hoc duties and lead special projects as assigned.

QUALIFICATIONS

Minimum Job Qualifications:

• Bachelor's degree in Finance, Accounting, Business or related field

• 4-8 years of progressive FP&A or Business Finance experience in a multinational environment

Preferred Qualifications:

• Strong proficiency in financial modeling - particularly Orders/Sales/Margin forecasting and variance analysis
• Demonstrated experience as a finance business partner to P&L leaders
• Advanced Excel skills; experience with ERP systems (e.g., Oracle, HFM, Essbase, EPM)
• Ability to work independently across matrix organizations (regional teams, global functions, product organizations)
• ERP Systems experience, preferably Oracle.
• Professional certification (CPA, CMA, ACCA, or equivalent)
• Experience with BI/analytics tools (Power BI)
• Regional/multi-country finance experience (Asia-Pacific preferred)

EDUCATION AND CERTIFICATIONS

• Bachelor’s degree in business or related field

• MBA desirable but not required

PHYSICAL REQUIREMENTS

• n/a

ENVIRONMENTAL DEMANDS

• n/a

TRAVEL TIME REQUIRED

• None