
Strategic Financial Leadership Position
13 hours ago
We are seeking a skilled Financial Planning and Analysis Professional to lead all aspects of financial planning and analysis. This role involves delivering financial reporting and forecasts, ensuring accounting data flows accurately through our systems, and directly supporting decision-making across our portfolio of clients and internal business units.
About the Role- This is a strategic and execution-heavy position ideal for someone who thrives in a high-autonomy environment, loves turning data into insight, and can partner closely with leadership.
The successful candidate will have 7+ years of finance/accounting experience, with at least 2+ years in FP&A. They must have a strong understanding of GAAP accounting and financial operations, as well as 2+ years of experience using NetSuite for accounting and reporting.
Key Responsibilities- Drive annual budgeting and quarterly forecasting processes
- Develop monthly financial reports with variance analysis against budget/forecast
- Build and maintain operating models and dashboards (Excel, Power BI a plus)
- Partner with business leaders to evaluate financial impact of initiatives
- Ensure timely and accurate month-end close in NetSuite, working with accounting staff
- Review journal entries, accruals, and reconciliations
- Help optimize NetSuite structure and reporting hierarchies
- Assist with setup and mapping of new accounts or departments
- Support cash flow forecasting and treasury planning
- Track headcount, utilization, and financial KPIs
- Prepare ad hoc financial models to support pricing, hiring, or strategic decisions
- Maintain internal reporting packages for leadership and investors
- Provide financial data and analysis for external audits or tax filings
- Ensure compliance with GAAP and internal controls
- 7+ years of finance/accounting experience, with at least 2+ years in FP&A
- Strong understanding of GAAP accounting and financial operations
- 2+ years of experience using NetSuite for accounting and reporting
- Advanced Excel/Google Sheets skills and comfort building financial models
- Experience supporting U.S.-based companies
- Strong analytical and problem-solving skills with high attention to detail
- Ability to work independently and communicate clearly with executives
- Fluent English (verbal and written), including professional financial communication
- Availability to work full-time aligned with U.S. Central Standard Time (CST)
- CPA or equivalent accounting certification
- Experience with budgeting tools & processes
- Prior work in consulting, SaaS, or offshore services environment
- Familiarity with Power BI
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