Finance Business Partner - Senior

Overview

Finance Business Partner - Senior

Location:

San Francisco, CA 94158 - Hybrid
Duration: 12 Months+

Job Description: Operating Expense Budgeting, Forecasting, Month End Close Reports

• The Finance Business Partner, Finance – Client Direct will be responsible for supporting the leadership team and driving insights regarding Client Direct investment strategies/plans based on company trends, business opportunities, and activity assessment. The position is responsible for planning, forecasting, and budgeting processes for Client Direct globally and provides detailed investment monthly reports and analysis to management to enable business decision making.
  
  The position also ensures that requisitions, receiving and end-of-month processes are accurate and in compliance with established procurement procedures. The Finance Business Partner works closely with other Finance and Business teams to ensure alignment and achieve synergy of opportunities and objectives.
• The ideal candidate will have strong technical, analytical and collaboration skills combined with meaningful FP&A experience and the ability to work across a matrix business organizational structure. This role will have exposure to key Global and Regional Client Direct leadership teams and their respective Finance Partners.
• Serve as Financial Business Partner (FBP) for Client Direct globally, responsible for budgeting/ forecasting coordination and inputs related to investments (expenses and headcount)
• Collaborate with global, regional, functional teams for budget/forecast, including priority recommendations on resource allocation as needed
• Design, build and maintain various automated reporting models in Hyperion (Smartview) and leverage corporate dashboard reports (GEAR)
• Ensure financial data accuracy, integrity, and consistency of information as well as organize documentation of results and data sources used
• Proactively review monthly organizational hierarchy changes and implement changes accordingly
• Build and analyze business cases as well as facilitate prioritization exercises, provide periodic variance analysis and executive commentary
• Track investment execution and workforce planning by business unit to periodically report business plans changes
• Advise and report on success criteria of planned activities based on established business objectives
• Drive discussions and resolution of reporting issues by working with business partners globally, provide input regarding continuous improvements and best practices, and effectively integrate reporting processes throughout the organization
• P&L Management including budget, forecasting, planning and reporting for multiple internal teams
• Support financial procurement procedures and responsibilities
• Perform robust financial analysis and be able to succinctly outline and present key drivers, themes and key risks while applying business and financial acumen to explain underlying drivers of results across several scenarios
• Identify risk and opportunities (plus mitigating actions) to ensure delivery on targets
• Active participant and teammate to Global, Regional and corporate counterparts in promoting best practices and collaboration

• FP&A Excellence (Budgeting, Forecasting, Month-End Close & P&L Management)
• Proven experience leading end‐to‐end operating expense budgeting/forecasting, variance analysis, and P&L reporting across multiple teams.

• Ability to build and analyze business cases, conduct scenario/variance analysis, identify risks & opportunities, and clearly synthesize key drivers and insights for leadership.

• Strong collaboration and influence skills to partner with global/regional/business leaders, drive alignment on resource allocation, and resolve reporting issues across functions.

• Hyperion (Smart View) & Dashboarding (e.g., GEAR) Proficiency
• Designing, automating, and maintaining reporting models; ensuring data accuracy and consistent documentation.

• Knowledge of requisitions/receiving and month‐end processes aligned with procurement procedures and policy compliance.

• Exposure to Client Direct/payments or subscription businesses and experience tracking headcount/investment execution by business unit.