About this role
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.
Job duties are varied and complex utilizing independent judgment. May have project lead role. Strong spreadsheet skill and proficiency in Oracle Financials. Strong written and oral communication skill. Ability to work under tight deadlines. Self starter able to prioritize given responsibilities. 5 years relevant work experience. BS/BA in Accounting/Finance preferred. CPA/MBA desired.