Specialist Financial Analyst

Specialist Financial Analyst

This high-impact individual contributor role is accountable for revenue and margin forecasting across assigned Lines of Business (LOBs) and regions. The role drives forecasting excellence through data-driven insights, automation, and AI-enabled Oracle technologies.

As a trusted finance business partner, the incumbent will collaborate closely with business leaders to improve forecast accuracy, support informed decision-making, and deliver actionable financial insights that enable business growth.

The role provides comprehensive financial support across planning, budgeting, forecasting, variance analysis, and business performance management to support long-term business success.

Key Responsibilities

Forecasting and Financial Management

• Own the forecasting process for assigned LOBs and regions.
• Develop and maintain driver-based forecasting models, run-rate analyses, and predictive forecasts to improve accuracy.
• Lead annual budgeting, quarterly forecasting, and long-range planning activities.
• Analyze actual performance against forecasts, budgets, and prior-year results, identifying key variances, business risks, and opportunities.
• Deliver financial insights and strategic recommendations to support executive decision-making.

• Ensure the accuracy, integrity, and timeliness of financial forecasts and reporting.

   

• Strategic Business Partnering
• Partner closely with business leaders to understand revenue drivers, business priorities, operational initiatives, and strategic objectives.
• Serve as a trusted financial advisor, providing data-driven recommendations and constructively challenging assumptions.
• Translate complex financial data into clear, actionable insights that support operational and strategic decisions.

• Influence business outcomes through proactive financial planning and performance management.

   

• Automation and Process Excellence
• Lead automation initiatives to streamline and optimize forecasting and reporting processes.
• Standardize forecasting methodologies, models, and practices across assigned LOBs and regions.
• Identify process improvements that reduce manual effort, improve efficiency, and enhance data quality.

• Drive continuous improvement through the adoption of relevant technologies and best practices.

   

• Analytics and AI Adoption
• Apply advanced analytics to identify trends, anomalies, business risks, and growth opportunities.
• Use AI-powered forecasting and planning tools to improve forecast accuracy, productivity, and decision support.
• Develop predictive models, scenario plans, and what-if analyses to assess business performance under different assumptions.

• Champion the adoption of AI-enabled, data-driven finance solutions to strengthen planning and forecasting capabilities.

   

• Key Competencies
• Strategic thinking and analytical capability
• Business and commercial acumen
• Ownership and accountability
• Influencing and stakeholder management
• Collaboration and relationship building
• Proactive problem-solving
• Adaptability and learning agility
• Innovation and an automation mindset

• Results orientation

   

• Experience and Qualifications
• Nine years of experience in Financial Planning and Analysis (FP&A), Commercial Finance, or Financial Management.
• MBA, CA, CPA, or an equivalent qualification preferred.
• Strong financial planning, forecasting, analytical, and business partnering skills.
• Proficiency in Oracle, Excel, and data analytics tools would be an advantage.