The Financial Planning & Analysis (FP&A) Manager at CEQUENS role is a key role in driving the company's financial planning processes and providing strategic insights to support decision-making. This includes the responsibility of overseeing budgeting, forecasting, and financial analysis activities, as well as collaborating with cross-functional teams to optimize performance and drive business growth. This role offers an opportunity to contribute to the company's success by providing actionable financial intelligence and driving continuous improvement initiatives.
Main Areas of Responsibility:
Financial Planning and Forecasting
- Lead the annual budgeting process, working closely with department heads to develop detailed budgets and forecasts aligned with strategic objectives.
- Develop financial models and scenarios to support decision-making and long-term planning, incorporating key drivers and assumptions.
Financial Analysis and Reporting
- Prepare monthly, quarterly, and annual financial reports and variance analyses, providing insights into financial performance and trends.
- Analyze key performance indicators (KPIs) and financial metrics to identify areas of improvement and inform business decisions.
Strategic Planning and Decision Support
- Provide financial insights and analysis to support strategic initiatives, investment decisions, and business development opportunities.
- Collaborate with business partners to evaluate and assess the financial impact of proposed projects and initiatives.
Cross-Functional Collaboration
- Partner with department heads and business leaders to understand business needs and requirements, translating them into financial plans and strategies.
- Work closely with accounting, sales, operations, and other departments to ensure alignment of financial goals and objectives.
Performance Management and Optimization
- Monitor and track actual financial performance against budget and forecast, identifying areas of variance and implementing corrective actions as needed.
- Develop key performance indicators (KPIs) and performance dashboards to measure and monitor business performance.
Process Improvement and Efficiency
- Identify opportunities to streamline financial processes, improve efficiency, and enhance the quality of financial reporting and analysis.
- Drive continuous improvement initiatives to optimize financial planning and analysis processes and systems.
Requirements
Qualifications and Skills:
Education
- Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or CMA/CIMA qualification is preferred, CPA/CFA is a plus.
Experience
- Minimum of 5-7 years of experience in financial planning and analysis, budgeting, forecasting, and financial modeling, preferably in a technology or SaaS industry.
Skills
- Advanced proficiency in financial modelling, analysis, and reporting tools (e.g., Excel, PowerPoint, ERP systems).
- Strong understanding of accounting principles, financial management reporting, and performance metrics.
- Excellent analytical and problem-solving skills, with the ability to synthesize complex financial data into actionable insights.
- Strong communication and presentation skills, with the ability to convey financial information effectively to non-financial stakeholders.
- Proven leadership and team management skills, with the ability to motivate and inspire cross-functional teams.
Key Performance Indicators:
- Accuracy of Forecasts: Achieve a high degree of accuracy in financial forecasts, minimizing variances between projected and actual results.
- Timeliness of Reporting: Ensure timely and accurate preparation of financial reports and analyses, meeting established deadlines and reporting requirements.
- Strategic Insights and Recommendations: Provide valuable financial insights and recommendations to support strategic decision-making and drive business growth.
- Process Efficiency and Effectiveness: Implement process improvements and efficiency initiatives to streamline financial planning and analysis processes and enhance overall productivity.
- Cross-Functional Collaboration: Foster effective collaboration and communication with cross-functional teams, ensuring alignment of financial goals and objectives across the organization.
