Senior FP&A or Manager

Position Summary

Korn Ferry has partnered with a leading fintech company. They are seeking a highly motivated and analytical finance professional to join its FP&A organization as a Senior FP&A Analyst or Manager. This individual will support financial planning, forecasting, reporting, and business performance analysis while providing meaningful financial insights to business leaders and senior management.

The successful candidate will combine strong financial and analytical skills with advanced Excel, financial modeling, reporting, and data management capabilities. The role will help drive greater financial visibility, improve forecasting accuracy, identify business trends, and support strategic decision-making across the organization.

The ideal candidate is comfortable working with large datasets, developing financial models, identifying trends, and translating complex financial information into clear and actionable business insights. Experience with tools such as Power BI, SQL, Python, or other analytical platforms is a plus.

Key Responsibilities

Financial Planning & Forecasting

• Support and lead key components of the annual budgeting, quarterly forecasting, and long-range financial planning processes.
• Develop and maintain financial models to support revenue, expense, headcount, and profitability projections.
• Analyze actual financial results against budget, forecast, and prior-year performance.
• Identify financial trends, risks, and opportunities and provide recommendations to management.
• Perform scenario analysis and sensitivity modeling to support business planning and strategic decisions.

Financial Reporting & Performance Analysis

• Prepare monthly financial reporting packages, management reports, and executive presentations.
• Analyze financial and operational performance metrics to identify key business drivers.
• Develop clear explanations of financial variances and communicate findings to business partners.
• Monitor revenue, operating expenses, margins, headcount, and other key performance indicators.
• Improve the accuracy, consistency, and efficiency of financial reporting processes.

Financial Analytics & Reporting Tools

• Leverage advanced Excel and financial modeling techniques to analyze large datasets and support financial decision-making.
• Develop and maintain dashboards and reporting tools using Power BI, Tableau, or similar platforms.
• Utilize SQL and other data tools to extract, organize, and analyze financial and operational information.
• Identify opportunities to automate recurring reports and improve the efficiency of FP&A processes.
• Apply analytical techniques to identify trends, improve forecast assumptions, and enhance financial visibility.
• Explore opportunities to incorporate emerging technologies and AI tools into financial planning and reporting activities.

Business Partnership & Strategic Support

• Partner with business leaders and functional teams to understand financial performance and business objectives.
• Provide financial analysis to support investment decisions, resource allocation, and cost management initiatives.
• Evaluate business cases, operating initiatives, and financial impacts of strategic decisions.
• Identify opportunities to improve operating efficiency and profitability.
• Present financial findings and recommendations in a clear and concise manner to management.

Process Improvement & Collaboration

• Identify opportunities to streamline budgeting, forecasting, and reporting processes.
• Improve financial data integrity, reporting consistency, and analytical capabilities.
• Collaborate with Accounting, Operations, Technology, and other finance teams.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
• Approximately 2–8+ years of progressive experience in FP&A, corporate finance, financial analysis, or related roles, depending on level.
• Strong understanding of financial statements, budgeting, forecasting, and financial modeling.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling.
• Experience developing financial reports, management presentations, and performance dashboards.
• Strong analytical and problem-solving skills with the ability to interpret large datasets.
• Excellent communication skills and the ability to work effectively with business partners and senior management.

Preferred Technical Skills

• Power BI or Tableau for financial reporting and visualization.
• SQL for data extraction and analysis.
• Python or other programming languages for financial analysis and process automation.
• Experience with financial planning systems such as Anaplan, Oracle EPM, Hyperion, or similar platforms.
• Familiarity with data warehouses, cloud-based reporting environments, and AI-enabled productivity tools.

What Success Looks Like

• Accurate and timely financial forecasts and reporting.
• Clear visibility into business performance, financial trends, and key performance drivers.
• Improved financial modeling and analytical capabilities.
• More efficient and automated FP&A reporting processes.
• Meaningful financial insights that support business decisions and improve profitability.
• Strong relationships with business partners and finance leadership.