FP&A Automation Lead
Kelly
FP&A Automation Lead
Kelly is seeking a FP&A Automation Lead to work with our client, a leader in the biotech industry, on a long-term temporary basis (12+ months) at their Sunnyvale campus. This role will have a big impact on the finance team by building scalable automations that reduce manual work and improve speed, accuracy, and transparency in reporting.
*Position is fully onsite in Sunnyvale* Individual contributor position, no direct people management responsibilities
The FP&A Automation Lead will:
- Build and maintain automated reporting and planning workflows (e.g., Excel Power Query/Pivot, macros, Power BI, and/or other automation tools) to streamline recurring processes and reduce manual effort
- Independently execute financial planning, forecasting, and analysis across P&L and balance sheet
- Leverage advanced Excel, Smartsheet, and Power BI to create insightful reports and dashboards for senior stakeholders
- Partner closely with business leaders to reshape how financial data drives decision-making
- Provide proactive financial guidance that directly impacts strategy, business performance, and transformation initiatives
Qualifications:
- Minimum of 7 years of progressive experience in FP&A or related finance roles, with demonstrated ability to operate independently in complex environments
- Strong FP&A experience with a deep understanding of P&L and balance sheet dynamics
- Expert proficiency in Excel, Smartsheet, and Power BI, including advanced data modeling and automation capabilities
- Demonstrated experience designing and implementing process improvements and automations that reduce manual work and enable faster, deeper insights
- Proven ability to influence decisions and drive change through financial insight, even without formal authority
- Prior experience in a Big Four or similarly demanding environment is considered a plus
Interviews are happening now! If qualified and interested, please apply to this posting ASAP.
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