Sr Lead, Financial Planning & Analysis

FIS•Jacksonville, FL

About The Position

Every day at FIS, innovators, problem solvers and changemakers work together to create technology that advances the world of finance. We embrace new ideas, challenge what's possible and empower our teams to make a lasting impact. If you're ready to help shape the future of fintech, unlock your next chapter with FIS. About the role As a Sr Lead FP&A Analyst, you will lead financial planning, forecasting, monthly close processes, reporting and performance analysis across the Chief Client Office. You will partner with Client Office and finance leaders to develop financial plans and forecasts and translate financial results into clear business insights to drive informed business decisions, provide strategic partnership and support investment planning financial modeling and decisions. This role will also help improve the Client Office’s financial operating model through automation, cost-saving initiatives and stronger planning processes. This role may span into a business finance role within the Client Office.

Requirements

Bachelor's degree in finance, accounting, economics or a related field.
Five or more years of progressive experience in financial planning and analysis, budgeting, forecasting or a related finance role, including support for annual budgets, monthly forecasts and long-range plans.
Strong financial modeling, forecasting, variance analysis and scenario-planning skills, along with a solid understanding of accounting concepts.
Proven ability to translate complex financial information into clear recommendations, communicate with senior leaders and manage multiple priorities in a fast-paced environment.
Strong communication skills, verbally and written with ability to articulate clear and concise financial messaging and insights
Ability to manage multiple priorities at once and flexibility to pivot with reprioritization
Experience partnering with business, functional, product, operations or other non-finance teams and improving financial planning and reporting routines and processes.
Advanced Microsoft Excel skills, including complex formulas, pivot tables and financial models.
Knowledge and use of AI tools to streamline work processes and identify efficiencies

Nice To Haves

Master of Business Administration, Certified Public Accountant, Chartered Financial Analyst or a similar advanced credential.
Experience with financial planning systems such as Hyperion, Anaplan, Workday Adaptive Planning, SAP or Oracle.

Responsibilities

Lead long-range planning, annual budgeting, forecasting and close reporting across the Client Office.
Deliver monthly financial reporting and variance analysis across plan, forecast and actual results for key stakeholders.
Partner with Client Office leaders to develop, communicate and secure approval for budgets, forecasts and planning targets and provide strategic support and insights.
Guide the financial evaluation, sizing, approval and execution of automation, cost-saving and investment initiatives.
Improve financial processes, reporting and decision support to help build a best-in-class technology business and financial model.