Title FP&A Team Lead – CAT/FTO Americas
Department Finance
Reporting to FP&A Manager – CAT/FTO Americas
ACCOUNTABILITY:
The FP&A team lead owns and analyzes financial statements while working closely with the business and Finance leadership to ensure accuracy. They contribute to the overall financial story and develop the forecast and budget. The FP&A Team Lead owns and distributes regular reporting to the business and Finance. They maintain financial models and ensure the forecast remains aligned with changing business conditions. The FP&A Team Lead performs research and analysis to inform business decisions and develop the overall financial story. This role also challenges current business practices to help develop way to improve revenue and cost performance. This role implements best practices, streamlines processes and enables efficient workflow to ensure timely reporting.
MAIN TASKS:
Highly involved in data governance amongst CAE platforms (Essbase, Oracle, HFM)
Mentor and train new FP&A professionals on company and industry knowledge as well as systems and tools
Review monthly, quarterly and annual financial information including execution of the overall financial close process
Own and present executive level reports identifying key insights for decision support
Ensure all stakeholders receive timely, accurate performance updates and proactively steer decisions
Proactively anticipate business partner questions when new or changing business trends are identified
Drive process improvement and proactively identify cost reduction opportunities
Analyze financial data and maintain financial models to accurately project financial results
Retain industry and company knowledge to enhance variance explanations and financial reporting
Oversee and present monthly analysis of KPIs and business trends to measure overall financial performance to the business and Finance
Contribute to business process troubleshooting and enhancement initiatives (HFM, Oracle, Hyperion) where appropriate Collaborate with business partners to ensure forecasts and analysis are relevant and any gaps to financial targets are identified
Challenge business partners on revenue and cost trends when financial drivers indicate areas of opportunity or potential risks
Drive business process troubleshooting and enhancement initiatives (HFM, Oracle, Hyperion) where appropriate
Own ad hoc projects or analysis to enhance financial performance and better understand business drivers
Any other tasks or duties as agreed with FP&A Manager
QUALIFICATIONS & EXPERIENCE:
University degree in accounting, finance or related field required
CPA license preferred
MBA or graduate degree preferred
Minimum 8 years of experience in accounting, finance or related field required
Knowledge of accounting principles, public company financial reporting & practices required
Excellent analytical skills, conceptual thinking, communication, and interpersonal skills
Able to thrive in an often fast paced and deadline-oriented business requiring development and refinement of processes and procedures
Essential knowledge and experience in Hyperion Planning and Hyperion Enterprise preferred
Expert knowledge of Microsoft Applications required (Excel, Word, Power Point, Access)
Knowledge and experience in Oracle preferred
Ideally bilingual (English & Spanish)
CAPABILITIES & COMPETENCIES:
Effectively manage stress and work well under pressure
Meet deadlines within prescribed timeframes
Ability to learn financial requirements of existing/new/different countries
Able to thrive in a team environment and contribute to team objectives
Knowledge and skill to break down complex concepts into easy-to-understand action items
Collaborates effectively with other analysts
Well-established corporate consolidation knowledge
Excellent presentation skills
Experience presenting and overseeing financial statements, reports and models
Develop reporting and effectively present ad hoc and diverse information to leaders
Effectively analyze business financial performance and implement appropriate measures to maximize financial performance
Able to work flexible hours (may include weekends and/or public holidays)
Some travel required (up to 10%)