Chief Financial Planning Strategist

Key Financial Planning Role

Join our organization to apply for the Financial Planning Analyst (FP&A) position. This is a work-from-home set-up with support for U.S. Central Time hours.

As a key partner to Finance leaders, you'll influence strategic decision-making and drive financial performance within our finance organization.

• Lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.
• Manage the monthly forecast and annual budget cycles, ensuring alignment with business goals.
• Summarize complex monthly and quarterly results into clear insights and actionable recommendations.
• Build financial models, develop 'what-if' scenarios, and perform risk analyses to inform key initiatives.
• Support scenario planning and long-term financial modeling efforts to inform strategic decisions.
• Support monthly financial close processes, including accruals, reclasses, variance analysis, and reporting.
• Apply a digital-first approach to automate and streamline recurring FP&A processes.
• Partner closely with Finance leadership to shape and support financial strategies and cross-functional teams (Operations, HR, IT) to integrate financial insights into broader business strategies.
• Monitor key performance indicators (KPIs) and create executive dashboards to support business performance reviews.
• Assist in preparing financial materials for the Board of Directors and Executive Committee meetings.
• Respond to ad-hoc requests using data-driven, tech-enabled insights.
• Drive digital innovation and process optimization, focusing on automation, cost savings, and process re-engineering.
• Drive continuous improvement by adopting AI tools, machine learning-enabled forecasts, and data visualization platforms (e.g., Power BI).
• Champion a digital mindset within the Finance team and encourage experimentation with emerging tools and technologies to elevate decision support.

What You Will Do In This Role

• Act as a thought partner to senior Finance and Business leaders, proactively challenging assumptions and identifying areas for digital and financial optimization.
• Take ownership of key financial deliverables with minimal supervision, delivering insights that influence strategic decision-making.
• Present financial analysis and recommendations directly to executive leadership, helping shape critical business strategies.
• Champion the adoption of advanced financial tools, process automation, and data visualization to elevate analytics and reporting capabilities.
• Drive a high-performance culture through accountability, innovation, and operational excellence.
• Continuously seek opportunities to optimize processes, improve accuracy, and challenge the status quo.

Requirements

• Bachelor's Degree in Accounting, Finance, or related field.
• Substantial experience in FP&A or financial analysis.
• Strong expertise in P&L management, forecasting, and financial modeling.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with Hyperion Financial Management, SmartView, and Oracle Planning EPM.
• Strong analytical mindset and the ability to turn financial data into strategic recommendations.
• Effective communicator with the ability to engage non-financial stakeholders.
• Highly organized, detail-oriented, and able to manage deliverables independently in a remote environment.
• Experience using AI-based tools, process automation platforms (e.g., Alteryz, Power Automate), and data visualization software (e.g., Power BI) is preferred.