Lead Financial Planning Analyst, Consolidation & Reporting

FM•Johnston, RI

18h•Hybrid

About The Position

The Lead Financial Planning Analyst is responsible for leading FP&A’s consolidation of enterprise forecasts, budgets and management reporting. The role strengthens the accuracy, consistency and governance of financial information and translates results into clear, decision-ready insights for Finance and business leaders. In partnership with the FP&A Reporting Manager, Finance Business Partners and reporting stakeholders, the analyst coordinates reporting cycles, resolves complex issues and drives continuous improvement. As a senior individual contributor, the role provides functional oversight and technical guidance to Financial Analysts, without direct people-management accountability. The position is based in Johnston, Rhode Island, with an office-based work model and flexibility to work remotely one day per week, either Tuesday or Friday, based on business needs.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related field; a combination of education, work experience and skills may be considered in lieu of a degree.
At least 10 years of progressive experience in FP&A, financial reporting, management reporting, accounting or a related finance discipline, including experience consolidating forecasts or budgets and coordinating recurring reporting cycles.
Advanced financial planning, consolidation, management reporting and variance-analysis capability.
Strong understanding of financial statements, reporting controls, reconciliations and data governance.
Ability to organize complex reporting cycles, manage competing deadlines and maintain accuracy under time pressure.
Sound judgment and structured problem-solving skills, including the ability to identify root causes and resolve complex reporting issues.
Ability to translate detailed financial information into concise, decision-ready messages for senior stakeholders.
Strong collaboration and influencing skills across Finance, business teams, data owners and technology partners.
Ability to provide technical leadership, quality review and work direction to analysts without formal authority.
Strong ownership and accountability for the accuracy, completeness and timeliness of consolidated results.
Ability to give constructive, timely feedback to peers and analysts in a way that strengthens relationships and work quality.
Ability to balance competing priorities across the analyst group and align work to reporting timelines.
Advanced spreadsheet and financial-modeling skills, and working knowledge of enterprise planning, reporting and visualization tools.
Power BI reporting experience.
Strong Microsoft Excel skills.

Nice To Haves

Experience independently managing consolidated financial reporting and planning deliverables, coordinating and reviewing inputs from other analysts, reconciling complex data from multiple sources, and translating results into clear, decision-ready insights for Finance and business leaders.
Experience identifying and implementing improvements to recurring reporting cycles that strengthen efficiency, accuracy and consistency through standardization and automation.
Experience contributing to financial planning and reporting system enhancements, such as Anaplan and Power BI, by defining business requirements, validating outputs and supporting testing and implementation.
Anaplan reporting experience.

Responsibilities

Lead the consolidation of enterprise forecasts, annual budgets and other planning cycles.
Establish timelines and requirements, integrate submissions, challenge inconsistencies, resolve complex issues and deliver a complete consolidated view for review.
Lead recurring management reporting, including preparation and coordination of clear, accurate and timely reporting packages.
Translate financial results, trends and key drivers into decision-ready information for Finance and business leaders.
Strengthen reporting governance and controls by defining standards, maintaining consistent definitions, coordinating reconciliations and reviews, and addressing data-quality or reporting issues before release.
Provide day-to-day functional oversight, technical guidance and quality review for Financial Analysts responsible for premium, loss, expense and headcount reporting and analysis.
Coordinate work priorities and build consistent reporting practices across the team.
Perform and guide complex variance, trend and driver analysis across actual, forecast and budget results.
Identify emerging issues, explain business implications and recommend areas for further management attention.
Partner with Analytics & Transformation colleagues, Finance systems teams and data owners to improve reporting processes, automate manual work, strengthen data quality and support effective use of planning and reporting tools.
Serve as a trusted partner and backup to the FP&A Reporting Manager on consolidated reporting deliverables.
Keep the manager informed of reporting status, risks and open issues; escalate items requiring leadership decisions; and support reporting priorities, ad hoc analysis and cross-functional initiatives.
Build effective stakeholder relationships and promote clear ownership, timely decisions and continuous improvement.