AdTechTalent
Other19 days agoHybrid

Epsilon

Senior Financial Planning Analyst

financial planningfp&aforecastingfinancial modelingexcelpowerpointprophixhyperion planningessbasesalesforcecost analysisheadcount forecastingclient profitabilitybusiness analytics

Key details

Salary

$74K – $137K

Employment type

Full-time

Seniority

Senior

Years experience

3-5

Location

Wakefield, United States

Full job description

The Senior Analyst, FP&A will support cost and headcount forecasting and analytics for the Technology & Services Practice. Reporting to the Director, FP&A, responsibilities include managing the Operating Expense forecast process, partnering with business leaders for rolling forecasts, performing client profitability analytics, analyzing client cost metrics, coordinating forecast alignment with FP&A team, and providing feedback for customized reporting. Requirements include 2-3 years FP&A experience, strong financial and accounting skills, advanced Excel modeling, experience with financial planning systems (Prophix, Hyperion Planning, Essbase, Salesforce.com) preferred, and excellent communication skills. The role is full-time, senior level, located in Wakefield, Massachusetts. Salary range is $73,600 to $136,600 annually. Benefits include flexible time off, paid holidays, sick time, parental leave, childcare and elder care assistance, adoption assistance, health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, and health coaching.

What you'll do

  • Support cost & headcount forecasting/analytics for Technology & Services Practice
  • Work directly with Director of FP&A on Operating Expense forecast process including direct client costs, headcount, commissions, shared service allocations
  • Partner with Business/Product leaders to understand headcount and cost requirements monthly for rolling forecasts
  • Perform client profitability analytics and make recommendations to improve client margins
  • Analyze client cost metrics to identify risks/opportunities for forecasting direct client costs
  • Coordinate with FP&A team members to ensure forecast alignment
  • Provide feedback to Reporting team to develop and update customized reporting summarizing revenue & cost results

Requirements

  • Experience in Financial Planning & Analysis for a global Fortune 500 company
  • Strong financial/accounting acumen
  • Understanding of business analytics
  • Excellent Excel modeling skills
  • Finance or Accounting degree; MBA preferred
  • 2-3 years of experience in FP&A
  • Experience working with various levels of the organization including leadership & peers
  • Experience developing Excel based financial forecast models, reconciliations, and analytics
  • Experience supporting business decisions with business cases and analysis
  • Experience working with databases and information systems
  • Experience implementing initiatives and key projects
  • Experience at a direct marketing, professional services or technology related firm is a plus
  • Advanced Excel required
  • Advanced PowerPoint preferred
  • Experience with Financial Planning Systems (e.g. Prophix, Hyperion Planning, Essbase, Salesforce.com) a plus
  • Highly motivated and self-directed
  • Exhibits thought leadership and strong critical thinking skills
  • Excellent communication and influencing skills
  • Infrequent travel may be required

Tech stack

ExcelPowerPointProphixHyperion PlanningEssbaseSalesforce.com

Benefits

Flexible time off (FTO)15 paid holidaysPaid sick timeParental/new child leaveChildcare & elder care assistanceAdoption assistanceComprehensive health coverage401(k)Tuition assistanceCommuter benefitsProfessional developmentEmployee recognitionCharitable donation matchingHealth coaching and counseling

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