Senior Manager, FP&A Strategy - R01542508
FP&A Strategist
We are seeking an experienced FP&A Strategist who will play a key role in driving strategic financial planning and analysis to support the company’s overall business objectives. The FP&A Strategist will work closely with senior leadership and various departments to deliver actionable insights, forecast financial performance, and support strategic decision-making. The ideal candidate will have a strong background in finance, exceptional analytical skills, and the ability to translate complex data into clear strategies.
Primary Skills
FP&A StrategyBusiness FinanceInvestor relationsFinancial Planning & ForecastingStrategic AnalysisBusiness PartneringFinancial Reporting & CommunicationsRisk ManagementJob requirements
Key Responsibilities:
Financial Planning and Forecasting:Lead the development and execution of long-term financial planning and forecasting models to ensure alignment with company objectives.Build, maintain, and enhance financial models that support strategic business initiatives and operational planning.Prepare detailed budget forecasts and variance analysis to provide insight into financial performance.Collaborate with business leaders to develop forecasts and identify financial trends that inform strategic decisions.
Strategic Analysis:Conduct in-depth financial analysis and performance reporting to guide business strategy, investment opportunities, and operational initiatives.Identify key performance indicators (KPIs) and create dashboards and reports to monitor and drive business growth.Assess financial implications of strategic initiatives and propose data-driven solutions to maximize ROI and mitigate risks.Evaluate strategic partnerships, mergers, acquisitions, and new market opportunities from a financial standpoint.Engage with investors and private equity stakeholders to communicate company performance and strategic goals, and assist in preparing materials for board meetings and supporting executive leadership in strategic board reviews.
Business Partnering:Act as a financial partner to various business units, providing guidance, support, and advice to ensure strategic alignment and effective decision-making.Engage with department heads to understand business challenges and provide tailored financial insights and recommendations.Collaborate with cross-functional teams to align financial strategy with operational goals and ensure resources are allocated efficiently.
Financial Reporting and Communication:Develop and present financial reports, executive summaries, and strategic presentations for senior leadership and key stakeholders.Communicate complex financial information clearly to non-financial managers and decision-makers.Provide insights and recommendations based on financial reports and trends to support strategic planning sessions.
Process Improvement:Identify opportunities for process improvements and automation within the FP&A function to increase efficiency and accuracy.Drive continuous improvement in financial reporting tools and systems, including implementing best practices for financial data management.Streamline budget and forecasting processes to ensure accuracy, timeliness, and consistency.
Risk Management:Analyze potential risks and propose mitigation strategies to safeguard the company’s financial health.Support the development of financial risk assessment frameworks and ensure compliance with financial regulations and corporate policies.Work closely with the finance and audit teams to maintain accurate documentation for internal controls and audits.
Qualifications:
Education and Experience:CA, or related field (required). MBA in Finance (preferred).7+ years of experience in financial planning, analysis, or strategy, preferably in a corporate or high-growth environment.Previous experience in roles such as Financial Analyst, Senior Financial Analyst, or Strategy Consultant is a plus.
Technical Skills:Proficiency in financial modeling and advanced Excel, including the use of complex formulas and data analysis functions.Experience with financial analysis tools and software (e.g., SAP, Oracle, Hyperion, or other ERP systems).Familiarity with data visualization tools such as Power BI, Tableau, or QlikView.Knowledge of financial reporting systems and processes.
Analytical Skills:Strong quantitative and qualitative analysis skills with attention to detail.Ability to synthesize large sets of data into actionable insights and strategic recommendations.Problem-solving skills with the capacity to make informed decisions under tight deadlines.
Communication and Leadership:Excellent written and verbal communication skills with the ability to present financial data in an accessible and engaging manner.Strong interpersonal skills to build relationships with colleagues and stakeholders across the organization.Ability to lead projects, influence without authority, and drive initiatives that align with company strategy.
Personal Attributes:Highly motivated, proactive, and results-oriented.Strategic thinker who can anticipate challenges and opportunities.Collaborative team player with a focus on continuous improvement.Candidates should demonstrate the below listed critical leadership qualities:
- Customer Advocacy - Ensures customer success on stated and unstated business priorities through strategic advice and market leading solutions.
- Owner’s Mindset - Is passionate about Brillio’s business, deeply committed to its success and makes decisions that are in the best interest of the firm.
- Innovation Ethos - Embraces ambiguity and adopts relentless experimentation to challenge current practices and enable continuous growth.
- Execution with Pace - Displays agility to deliver high quality results in the face of changing stakeholder expectations.
- Big Picture Thinking - Creates a common definition of shared success and sets bold targets that inspire the team towards new horizons.
Winning Through Teams - Enables a culture of collaboration and empowers teams to "raise their game” in order to create a winning formula.
