Role Overview

This is a strategic and high-impact role at the heart of our FP&A organization. You will partner closely with the Product Development and Engineering teams to shape the financial strategy behind innovation, drive automation, and build scalable solutions. You’ll be a key leader in transforming financial processes and systems to elevate decision-making and provide senior leaders with clear, actionable insights.

What You'll Be Doing

The role is centered around three main pillars: Strategic Financial Planning, Operational Efficiency & Automation, and Business Partnership.

I. Strategic Financial Planning & Analysis

• Planning & Forecasting: Lead short- and medium-term planning and forecasting for the Product Development and Engineering teams (CPBU and ISS organizations).
• P&L Modeling & Simulation: Create and drive simulation scenarios of the P&L (including significant Topline analysis) to provide strategic options to the business.
• Expense Management: Fully model and manage Capital Expenditures (CapEx) and Operating Expenses (OpEx) to provide clarity in real-time and help meet company operating margins. Requires flexibility to reset expense targets based on Quarterly Performance.
• Strategic Planning: Support building end-to-end business models that can be used for mid and long-term strategic planning.
• Reporting & Insight: Drive the collection, analysis, and consolidation of key business and financial performance information, operational metrics, and various special projects/ad-hoc reporting.
• Financial Close Support: Support the financial close process, including accruals, monthly close variance analysis, and ad-hoc financial modeling and analysis.

II. Operational Efficiency & Automation

• Process Improvement: Drive scalable process improvements, template development, and cross-functional collaboration to enhance operational efficiency and optimize planning and reporting.
• System Alignment: Drive process and system improvements to better align our multiple financial processes.
• Automation: Lead the automation and streamlining of manual tasks using tools such as SQL, Snowflake, Tableau, and AI technologies (e.g., ChatGPT or GPT-based solutions).
• Budget Management: Ensure correct reporting in appropriate cost centers, manage fund transfers, and review/approve purchase orders to ensure accurate budget tracking.

III. Cross-Functional Business Partnership

• Business Partnering: Acts as finance business partner to the CPBU and ISS organizations.
• Stakeholder Collaboration: Work across multiple internal finance teams (accounting, treasury, tax, and other FP&A teams) and with external parties to finalize leasing arrangements.
• Decision Support: Focus on supporting business decision making and driving operational efficiencies.

What You Bring To The Team

• BA degree in Finance, Accounting, Economics or equivalent; MBA and/or CPA a plus.
• At least 6–8 years in progressively more complex finance roles, with a solid background in financial planning and analysis. Experience partnering with Research & Development teams is a plus.
• Highly motivated, self-starter with the ability to work independently in a fast pace and ambiguous environment, can simultaneously manage multiple priorities.
• Ability to cultivate productive relationships and collaborate across functions, leveraging strong communication, influence, and negotiation skills to engage with stakeholders at all levels
• Advanced Excel/Google Sheets modeling and presentation skills.
• Proficiency in SQL, Snowflake, Tableau or similar tools.
• Prior A/P, A/R, invoicing experience is highly preferable. Familiarity with ASC842 is a plus.
• Experience using or building automations with AI (e.g., ChatGPT) to streamline workflows is highly valued.