JOB SUMMARY:

The FP&A Team Lead plays a key role in bridging the gap between Analysts and Managers within the Financial Planning & Analysis (FP&A) team. While this role does not include direct people management responsibilities, the Team Lead provides oversight, mentorship, and guidance to Analysts, ensuring accuracy, consistency, and quality across deliverables. The Team Lead also acts as an escalation point for complex issues, supports process improvements, and partners with senior leadership on advanced analysis.

 

Key Responsibilities:

Financial Planning & Forecasting

Oversee the preparation of departmental and business unit forecasts, ensuring alignment and consistency across inputs. Review and validate forecast models created by Analysts to maintain accuracy and integrity. Provide insights and recommendations to senior managers during forecasting and budgeting cycles.

Reporting & Analysis

Review management reporting packages prepared by Analysts, ensuring accuracy, consistency, and clarity. Provide advanced analysis, variance explanations, and scenario modeling as needed. Escalate key financial findings or risks to Sr Managers and Directors.

Leadership & Mentorship

Serve as a mentor and coach to Analysts, guiding their professional development. Act as an escalation point for complex analysis, reporting, and data issues. Support Analysts in prioritizing tasks and balancing workloads. Lead by example in demonstrating analytical rigor, attention to detail, and business acumen.

Business Partnership

Support Sr Managers and Directors in financial reviews with department leaders. Ensure that Analysts’ work aligns with broader business objectives. Build credibility as a trusted financial advisor across business functions.

Process Improvement

Lead analyst-level process improvements, focusing on standardization, automation, and efficiency. Recommend best practices to management to strengthen FP&A processes. Train Analysts on FP&A tools, systems, and reporting standards

 

KNOWLEDGE / SKILL REQUIREMENTS

Strong experience in financial modeling, forecasting, and reporting. Advanced proficiency in Excel and FP&A systems (e.g., Adaptive Insights, Anaplan, Hyperion, SAP). Experience with BI and visualization tools (Power BI, SQL, Tableau, or similar). Excellent organizational skills with the ability to manage multiple priorities. Strong interpersonal and communication skills; proven ability to influence without direct authority.

 

EDUCATION / WORK EXPERIENCE

Education/ Certification/ License Requirements

Bachelor’s degree in finance, Accounting, Economics, or related field; advanced degree or certification (CFA, CPA, MBA) preferred.

Working Experience

6–8+ years of progressive FP&A or finance experience, including experience as a Sr Analyst.