Lead, FP&A Systems & Process

About the Company

Reporting to the Director of Capital & Financial Planning, the Lead, FP&A systems and process role will work closely with the leaders responsible for Technology, Operations and Finance. This position is a senior individual contributor role responsible for architecting and executing the transition of our Annual Budget and 24-Month Rolling Forecast from fragmented, manual spreadsheets to a dedicated, enterprise-grade FP&A platform.

About the Role

Post-implementation, the role will serve as the System Owner and Process Lead, managing the end-to-end forecasting cycle, optimizing multi-dimensional models, and ensuring the platform evolves to meet the strategic needs of the business. This is a builder role designed for a candidate who is equally comfortable writing financial logic and managing data integration pipelines.

Responsibilities

• Partner with different stakeholders in the company (operations, sales, etc) to design and implement rolling 24 month forecast which transition into the annual budget process
• Translate business needs into fit-gap analysis and solution designs leveraging standard product capabilities; recommend configuration vs. extension vs. integration approaches.
• Build and maintain multi-dimensional data cubes. Defining and maintaining data across —Time, Version (Plan vs. Actual vs. Forecast), Entity, Department, and Project—to allow for streamlined, granular forecasting and reporting
• Partner with security/compliance stakeholders to ensure appropriate segregation of duties, auditability, and financial controls within business processes
• Support change management: training needs analysis, training materials, user enablement, communications, and adoption measurement.
• Lead the architectural transition from disparate, Excel-based "shadow" models to a centralized FP&A platform (Prophix or equivalent system). This includes mapping legacy data, cleansing historical records, and designing the new user interface for budget/forecast stakeholders
• Ensure the system architecture can handle "n+1" growth to accommodate changes in reporting entity hierarchy associated with new acquisitions, business unit split/decommissioning, etc.
• Design and oversee the ETL (Extract, Transform, Load) processes, ensure that monthly actuals from the ERP flow into the planning system, as well as the reconciliation process to ensure accuracy of data between systems
• Own testing strategy and execution (SIT/UAT), including test plans, scripts, defect triage, and release readiness; support regression testing for monthly/quarterly releases
• Provide production support, root-cause analysis, and continuous improvement; prioritize enhancements with business owners and manage backlog

Qualifications

• Bachelor’s or Master’s degree in Finance, Data Science, Computer Science, Engineering, or a related field
• CPA designation preferred
• 7+ years of progressive experience in product ownership /techno-functional roles supporting financial enterprise applications
• Deep understanding Income Statement, Balance Sheet, and Cash Flow. Must be able to design connections between the accounting/reporting system (Dynamics) to the FP&A system (prophix)
• Strong grasp of accounting principles, to ensure budget/forecast processes align with actual accounting reports
• Ability to perform variance analysis (Price/Volume/Mix) and present results in a concise manner (waterfall tables, etc.)
• Proven experience running full-year budget cycles and monthly/quarterly rolling forecast cadences in a mid-to-large corporate environment.
• Proven track record of migrating "Excel-heavy" or ad-hoc forecasting processes into a centralized FP&A platform (preferably Prophix)
• Expertise in building and managing multi-dimensional data cubes. This includes defining Dimensions (Time, Version, Entity, Department), Attributes, and Levels to ensure data is sliceable for executive reporting.
• Experience managing the data pipeline between an ERP (Dynamics 365) and the FP&A tool (Prophix). Must understand how to map Chart of Accounts (COA) and handle metadata synchronization.
• Ability to design system-based workflows for budget submissions, including automated email triggers, status dashboards, and hierarchical approval gates.
• Proficiency in the "logic language" of FP&A tools to build complex formulas that calculate allocations and currency translations automatically.
• Experience maintaining “one view of the truth” through forecast/budget process, ensuring that changes to the forecast are tracked, timestamped, and easily auditable.

Preferred Skills

• Experience with the following FP&A systems strongly preferred – Dynamics 365, Workiva, Prophix
• Knowledge of machine learning models or predictive analytics in the context of logistics optimization.