Corporate FP&A Specialist / Manager

Principal Specialist Finance Accounting

Principal Specialist Finance Accounting0

Job Description: Corporate FP&A Specialist / Manager

Position Title: Specialist / Manager – Corporate FP&A

Department: Finance & Strategy

Reports To: Director / Head of FP&A

Location: [Insert Location]

Employment Type: Full-time

Position Overview

We are seeking a highly analytical and detail-oriented Corporate FP&A Specialist/Manager to drive financial planning, forecasting, and strategic analysis. In this role, you will act as a key financial partner to senior leadership, turning complex data into actionable insights. Your primary responsibilities will span monthly MIS preparation, rolling short-term outlooks, annual budgeting cycles, and deep-dive variance analysis to guide executive decision-making.

Key Responsibilities

• Annual Budgeting & Strategic Planning:

  • Lead and coordinate the annual capital and operational budgeting processes across business units.

  • Build, maintain, and scale robust financial models to project long-term financial performance.

• Monthly Outlook & Rolling Forecasts:

  • Own the monthly rolling forecast and outlook process, collaborating with department heads to capture real-time business changes.

  • Predict cash flow impacts and profitability trends to proactively identify risks and opportunities.

• MIS Preparation & Reporting:

  • Design, prepare, and distribute comprehensive monthly Management Information Systems (MIS) packets for senior leadership.

  • Automate and streamline financial reporting dashboards to improve accuracy and reduce cycle times.

• Variance Analysis:

  • Perform rigorous variance analysis comparing actual financial results against budget, forecast, and prior year targets (Actual vs. Plan).

  • Investigate and explain the root causes of financial deviations, providing strategic recommendations to course-correct.

• Corporate FP&A & Executive Support:

  • Prepare high-quality presentations, financial narratives, and board decks for the CFO, CEO.

  • Conduct ad-hoc financial analysis, scenario modeling, and benchmarking studies to support strategic corporate initiatives.

Required Skills & Qualifications

Category Requirements

Education Bachelor’s degree in Finance, Accounting, Economics, or a related field. CA or CFA designation is highly preferred.

Experience3–6 years of progressive experience in Corporate FP&A, financial modeling, or corporate finance.

Technical Skills Advanced Excel proficiency (macros, complex formulas, financial modeling). Experience with ERPs (SAP, Oracle).

Data & BI Tools Strong familiarity with data visualization tools like Power BI or Tableau is a significant plus.

Experience Level

Senior Level