Specialist Financial Analyst
Description
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.
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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.
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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.
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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.
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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
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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.