Financial Analyst (FP&A)
About The Position
The Financial Analyst supports financial reporting, planning, analysis, and forecasting for Insight’s Global Business Services (GBS/IT), Global Marketing, and Legal functions within Corporate FP&A. The role has global scope across North America, EMEA, and APAC and serves as a day-to-day finance contact for the supported teams, providing guidance on budgets, forecasts, headcount, and ad hoc modeling and analysis. It reports to the Manager, Business Planning & Analysis and requires financial, process, operational, communication, and business-acumen skills. The position supports monthly and quarterly results reporting, annual budget and forecast cycles, enterprise IT program tracking, Marketing and Legal financial analysis, and semi-monthly Digital Commerce revenue reporting. It also maintains headcount and cost-center information, reviews requisitions against budget and approval guidelines, performs General Ledger and expense reviews, and contributes to Power BI reporting and special projects.
Requirements
- Bachelor’s degree (B.A.) from a four-year college or university, or an equivalent combination of education and experience.
- At least 2 years of experience in various Accounting and Finance functions.
- At least 2 years of experience in business analysis and requirements definition.
- At least 2 years of experience with budgeting, forecasting, financial modeling, and analysis or developing.
- Highly articulate oral and written communication, presentation, persuasion, and negotiation skills.
- Ability to communicate credibly with all organizational levels, gain trust, draw out needs, propose ideas, and resolve conflicts and concerns.
- Self-starter who requires minimal supervision, adapts to changing work environments and requirements, and drives for results.
- General knowledge of information technology, including networks, operating systems, business applications, web technology, and databases.
- Ability to work flexible hours as needed.
- Ability to work effectively in teams and build consensus.
- Ability to adapt and work well in a rapidly changing environment and serve as a change leader.
- Ability to manage multiple projects alongside ongoing operational responsibilities.
- Demonstrated ability to deliver under time pressure and manage multiple deadlines.
- Advanced MS Office skills.
- Working knowledge of SAP, Adaptive Planning, Power BI, and iCare databases.
Nice To Haves
- Certified Public Accountant (CPA) designation.
- Knowledge of Distribution processes and systems.
- Experience participating in group work sessions involving major decisions about workflow, business analysis, implementation planning, and system testing.
- Embraces change and acts as a catalyst for change in the business community.
Responsibilities
- Provide financial reporting, analysis, and planning support to GBS/IT, Global Marketing, and Legal leadership, serving as a day-to-day finance contact for budget, forecast, and headcount questions.
- Prepare monthly and quarterly GBS (IT) financial results versus budget by leader and function, including the consolidated IT view covering IT, Digital Transformation, business IT agreements, and Warehouse; support results reviews with GBS leadership.
- Support annual GBS budget and forecast cycles in Adaptive Planning, including OPEX assumptions, service agreements, contract labor and professional services, depreciation, capital expenditures, and variable compensation.
- Track finances and prepare monthly SteerCo reporting for enterprise IT programs such as EBP, including budget versus forecast, contractor spend, and capitalized labor; support the annual EBP budget and royalty allocation.
- Support Global Marketing budget, forecast, and headcount reporting, including the transition of Marketing cost centers to the global structure; assist with financial review of sponsorships, events, and partner agreements, including payment terms, funding source, and ROI.
- Prepare budget, forecast, headcount, and expense reporting and analysis for Legal.
- Prepare semi-monthly Digital Commerce (eCommerce) revenue reporting for North America, EMEA, and APAC by go-to-market, including quarter-to-date and year-to-date performance versus target.
- Maintain global headcount rosters and cost-center alignment for supported functions across North America, EMEA, and APAC, and reconcile them to the Global HC report ahead of the annual workforce budget.
- Review open requisitions and hiring requests against budget and the FP&A requisition approval matrix, and flag compensation or headcount variances.
- Perform General Ledger and expense reviews, variance analysis, and Power BI reporting; support ad hoc analysis and special projects as assigned.
Benefits
- Additional bonus and benefits are available; specific benefits are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
