FP&A Transformation Manager

Responsibilities

• Execute FP&A Transformation Strategy:
• Develop and execute the strategic roadmap for FP&A transformation initiatives, aligning with overall business goals.
• Identify opportunities for process improvement, automation, and technology adoption to enhance FP&A efficiency and effectiveness.
• Evaluate and implement new technologies, including AI and machine learning, to automate routine tasks, enhance forecasting accuracy, and generate deeper insights.
• Stay abreast of industry trends and best practices in FP&A transformation, including the latest advancements in AI and automation.
• Drive Large-Scale Systems Transformations:
• Lead the financial aspects of large-scale systems implementations, including ERP, financial planning, and reporting tools.
• Collaborate with IT and other stakeholders to ensure seamless integration of new systems with existing processes.
• Develop and manage project plans, budgets, and timelines for systems transformation initiatives.
• Oversee the testing, validation, and deployment of new systems, ensuring data integrity and accuracy.
• Establish and Optimize Shared Financial Services:
• Participate in the design and implementation of shared financial services models to centralize and standardize FP&A activities.
• Develop service level agreements (SLAs) and key performance indicators (KPIs) for shared services operations.
• Drive process standardization and automation within the shared services environment.
• Ensure the smooth transition of FP&A functions into the shared services model.
• Optimize the shared service center for efficiency and cost effectiveness.
• Process Optimization and Standardization:
• Design and implement standardized FP&A processes, including budgeting, forecasting, reporting, and analysis.
• Identify and eliminate process inefficiencies, driving continuous improvement and operational excellence.
• Leverage AI and automation tools to streamline repetitive tasks, such as data entry, reconciliation, and report generation.
• Develop and maintain process documentation and training materials.
• Data Analytics and Reporting Enhancement:
• Enhance data analytics capabilities to provide actionable insights for decision-making, utilizing AI and machine learning algorithms to identify trends and patterns.
• Develop and implement advanced reporting and dashboard solutions to improve visibility into financial performance.
• Ensure data accuracy and consistency across all FP&A systems and reports.
• Stakeholder Management and Collaboration:
• Build and maintain strong relationships with key stakeholders, including finance leadership, IT, and business partners.
• Communicate effectively with all levels of the organization, providing regular updates on transformation initiatives.
• Lead cross-functional teams to drive successful project outcomes.
• Manage change management related to process and systems changes.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field; Master’s degree preferred.
• 7+ years of progressive experience in FP&A, with a strong focus on transformation initiatives.
• Proven experience leading large-scale systems transformations, including ERP and financial planning system implementations.
• Experience in setting up and optimizing shared financial services models.
• Deep understanding of FP&A best practices, processes, and technologies.
• Strong project management skills, with the ability to manage multiple projects simultaneously.
• Excellent analytical and problem-solving skills.  
• Proficiency in financial modeling and data analysis.
• Strong communication and presentation skills, with the ability to influence and collaborate effectively.
• Experience with financial planning and analysis software (e.g., SAP, Oracle, Anaplan, Hyperion).
• Experience with AI and automation tools in an FP&A context is a plus.
• Experience with change management best practices.