This position plays a key role in driving the continued development and improvement of financial planning and forecasting processes. The role requires strong cross-functional collaboration to integrate various inputs and enhance both near-term and long-term financial forecasting capabilities.
Key Responsibilities
Advanced Planning and Analysis:
Manage the company's forecasting processes, including monthly updates, quarterly forecasts (FC1, FC2, FC3), and long-term strategic planning.
Collaborate with commercial finance teams and regional stakeholders to refine monthly forecasting and create a rolling update for sales and P&L.
Enhance quarterly forecasting by coordinating efforts across finance functions-including Commercial, Regional Finance, Accounting, and Treasury-to develop a fully integrated forecasting model incorporating sales, P&L, balance sheet, and cash flow.
Work closely with Operations Finance and Supply Chain teams to align financial forecasting with supply and demand planning, extending quarterly forecasts to a 12-month forward-looking approach.
Lead the annual operating plan (AOP) process by developing a working model that streamlines scenario analysis and minimizes iteration cycles, ultimately improving efficiency and reducing turnaround time.
Serve as the primary owner of the five-year strategic financial model, overseeing two key areas:
Annual Strategic Refresh: Partner with Marketing and other key stakeholders to update long-term assumptions, growth projections, and overall business strategy.
Quarterly Updates: Integrate actuals, forecast revisions, and other relevant inputs into the model, ensuring alignment with evolving trends, supply planning, mergers & acquisitions, and product developments.
Support M&A activities by participating in due diligence processes, developing financial models for potential acquisitions, and integrating new business units into the broader forecasting framework.
Leadership & Cross-Functional Collaboration:
Act as a key liaison between finance and other business functions to ensure seamless integration of financial data across the organization.
Provide financial modeling expertise for M&A evaluations and other strategic initiatives, offering insights into the financial impact of key projects.
Qualifications & Skills
Bachelor's degree in Accounting, Finance, or a related field; advanced degree (MBA, CPA, or equivalent) preferred.
Minimum of 5 years of experience in senior financial roles with a focus on performance management and analytics.
Strong analytical and problem-solving skills with the ability to interpret complex financial data.
Excellent communication and interpersonal skills, with the ability to collaborate effectively across diverse teams and cultures.
Advanced proficiency in financial software and Excel, including data analysis functions, pivot tables, and macros; Power BI experience is a plus.
Familiarity with advanced analytics and forecasting tools (Onestream knowledge preferred).
Strong knowledge of ERP systems, particularly master data management; experience with Microsoft Dynamics 365 is a plus.
Ability to work independently and in a fast-paced, deadline-driven international environment.