Assistant Manager-FP&A

Job Title: FP&A Professional

Overview:

We are seeking a dynamic and experienced FP&A (Financial Planning & Analysis) professional to join our Finance team. This role is integral to driving financial planning, forecasting, and analysis, supporting the companys strategic goals. The ideal candidate will leverage data insights to enhance business performance, identify trends, and optimize operational efficiency. This position involves close collaboration with cross-functional teams, providing data-driven recommendations to improve decision-making across various departments, including operations, marketing, and customer analytics.

Key Responsibilities:

Budgeting & Forecasting:

• Lead the annual budgeting process, ensuring alignment with the company’s strategic objectives and financial targets.
• Provide accurate, timely financial forecasts to support decision-making and long-term planning.

Financial Analysis & Reporting:

• Conduct in-depth financial analysis on P&L, balance sheet, and cash flow statements.
• Develop and present insightful financial reports to senior management, offering clear recommendations and strategic guidance.

Strategic Planning:

• Partner with senior management to develop long-term financial strategies aligned with business goals.
• Perform scenario planning to evaluate risks, opportunities, and their potential impact on business performance.

Data Management & Analytics:

• Maintain and enhance a centralized data management system, ensuring data accuracy and accessibility.
• Utilize data science and machine learning techniques to develop predictive models that drive informed decision-making.

KPI Monitoring & Reporting:

• Define, track, and report key performance indicators (KPIs) to measure business and operational progress.
• Lead targeted reporting initiatives that align with the company’s strategic priorities.

Cross-Department Collaboration:

• Work closely with teams in marketing, IT, and customer service to align financial initiatives with overall business strategy.
• Provide advanced data-driven insights to support Sales through Salesforce analytics and performance metrics.

Process Improvement & Efficiency:

• Continuously review and optimize reporting processes to reduce manual efforts and increase automation.
• Collaborate with teams to streamline workflows and improve operational efficiency.

Data Literacy & Training:

• Assess organizational needs and deliver tailored workshops to enhance data literacy.
• Support editorial teams with data insights on key business metrics and KPIs.

Customer & Marketing Analytics:

• Oversee customer-related analytics, delivering valuable insights to Customer Service and Sales teams.
• Partner with Marketing to evaluate campaign performance and audience engagement, optimizing future strategies.

Governance & Compliance:

• Establish clear data ownership and accountability across the organization.
• Ensure compliance with internal policies and regulatory requirements.

Required Skills & Qualifications:

Educational Requirements:

• CA/ICWA, MBA in Finance, or a Master’s degree in Computer Science, Mathematics, Statistics, Business Analytics, or a related field.

Experience:

• 2-3 years of experience in FP&A, data analysis, business intelligence, or a related role.
• Proven expertise in analyzing business operations, marketing strategies, and customer behavior.

Key Competencies:

• Problem Solving: Strong analytical skills to interpret complex data and offer actionable insights.
• Communication: Ability to effectively present data insights to non-technical stakeholders.
• Industry Knowledge: Deep understanding of financial operations, forecasting, and data analytics within a business environment.

Technical Skills:

• Data Analysis Tools: Advanced proficiency in Excel, SQL, Tableau/Power BI, and VBA.
• Programming Languages: Experience with Python and R for data analysis and automation.
• Data Management: Expertise in data cleaning, querying, and manipulation.
• Statistical Analysis: Knowledge of statistical methods for business analytics.

Soft Skills:

• Attention to Detail: High accuracy in data management and reporting.
• Collaboration: Strong ability to work cross-functionally and support team objectives.
• Time Management: Ability to efficiently manage multiple projects and meet deadlines.
• Adaptability: Quick learner, able to adapt to new tools, technologies, and evolving business needs.

Sage Management Competencies:

• Strategic Awareness: Thinks holistically to support Sage’s vision.
• Leadership: Motivates and inspires team members to reach their potential.
• Interpersonal Effectiveness: Communicates effectively with diverse stakeholders.
• Results Orientation: Focuses on achieving outstanding outcomes.
• Business Judgment: Makes insightful, data-driven decisions.
• Effective Communication: Clearly articulates ideas across all formats.
• Accelerates Execution: Delivers results efficiently and meets timelines.
• Collaboration: Builds strong partnerships across teams.

Additional Information:

This job description is not contractual. The responsibilities outlined above reflect the key areas of focus for this role but may be subject to change as the business evolves. Sage reserves the right to add, remove, or amend duties as necessary. We are an equal opportunity employer committed to fostering diversity and inclusion. We welcome applications from candidates of all backgrounds.