Senior Executive, Financial Planning & Analysis

Job Description

Role Summary

We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Specialist with strong BigQuery (BQ) coding skills to join our dynamic finance team. This role will involve managing and optimizing our financial database, producing high-quality management reports, analyzing key performance indicators (KPIs), and preparing board-level reports. The ideal candidate will possess a strong blend of technical, analytical, and communication skills, enabling them to provide actionable insights that drive business decisions.

Key Responsibilities

Database Management

• Design, optimize, and maintain financial databases using BigQuery.

• Write and troubleshoot complex BQ queries to ensure accurate and efficient data extraction and analysis.

• Collaborate with IT and data teams to streamline data pipelines and ensure seamless integration with reporting tools.

Financial Reporting

• Prepare and automate management reports, dashboards, and board-level presentations.

• Analyze financial data and KPIs to provide actionable insights to leadership.

• Ensure the accuracy and timeliness of all reports, aligning with business needs.

Analysis & Forecasting

• Conduct in-depth analyses of financial performance, identifying trends, risks, and opportunities.

• Support budgeting, forecasting, and variance analysis processes.

• Assist in creating financial models to evaluate scenarios and support decision-making.

Stakeholder Collaboration

• Partner with cross-functional teams (e.g., finance, operations, and senior leadership) to understand data requirements and improve reporting processes.

• Communicate complex findings and recommendations in a clear, concise manner to non-technical stakeholders.

Process Improvement

• Identify and implement opportunities for process automation and optimization within the reporting and analysis functions.

• Stay updated with industry best practices and emerging tools/technologies to enhance FP&A capabilities.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field. An advanced degree of certifications (e.g., CFA, CPA, or similar) is a plus.

• Experience:

  • 3+ years of experience in FP&A, financial analysis, or a similar role.

  • Proven expertise in BigQuery, with experience in writing and optimizing SQL queries.

  • Hands-on experience with reporting tools (e.g., Tableau, Power BI, or Looker).

• Technical Skills:

  • Advanced proficiency in MS Excel and financial modeling.

  • Familiarity with data visualization and business intelligence tools.

  • Knowledge of other coding languages (e.g., Python, R) is a plus.

• Soft Skills:

  • Excellent analytical and problem-solving abilities.

  • Strong communication skills, with the ability to explain technical concepts to non-technical audiences.

  • Highly organized with the ability to manage multiple priorities and meet deadlines.