The Role
Lead budgeting, forecasting, and long-range financial planning. Prepare reports and variance analysis, build financial models, monitor KPIs, partner cross-functionally, support month/year-end close, and improve reporting through automation and ERP/BI initiatives.
Summary Generated by Built In
We are seeking an experienced Financial Planning & Analysis (FP&A) professional to support strategic decision-making through financial planning, budgeting, forecasting, and business performance analysis. The ideal candidate will have strong analytical skills, experience partnering with business leaders, and the ability to provide actionable financial insights that drive business growth and operational efficiency.
- Lead the annual budgeting, quarterly forecasting, and long-range financial planning processes.
- Prepare monthly, quarterly, and annual financial reports, including variance analysis and management dashboards.
- Analyze financial performance, identify trends, risks, and opportunities, and provide recommendations to senior leadership.
- Develop and maintain financial models to support strategic initiatives, investment decisions, and business planning.
- Partner with cross-functional teams to evaluate business performance, profitability, and cost optimization opportunities.
- Monitor key financial and operational KPIs and present insights to stakeholders.
- Support month-end and year-end closing activities by coordinating with the Accounting team.
- Assist in preparing board presentations, executive reports, and business review materials.
- Perform scenario analysis, sensitivity analysis, and what-if modeling for strategic planning.
- Ensure financial data integrity and continuously improve reporting processes through automation and best practices.
- Collaborate with Finance, Operations, Sales, HR, and other departments to support business objectives.
- Support ERP implementation, financial system enhancements, and process improvement initiatives.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CA, CMA, CPA, MBA (Finance), or equivalent professional qualification is preferred.
- 5–10 years of experience in Financial Planning & Analysis, Corporate Finance, or Commercial Finance.
- Strong understanding of budgeting, forecasting, financial reporting, and business performance management.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Experience with ERP systems such as SAP, Oracle, NetSuite, Microsoft Dynamics, or Workday.
- Experience using BI and visualization tools such as Power BI, Tableau, or similar platforms is preferred.
- Strong analytical, problem-solving, communication, and stakeholder management skills.
- Ability to work independently in a fast-paced, deadline-driven environment.
- Financial modeling and valuation.
- Business partnering and strategic planning.
- Variance and profitability analysis.
- KPI development and dashboard reporting.
- Cost optimization and operational finance.
- Data-driven decision-making.
- Process improvement and financial automation.
- Excellent presentation and executive communication skills.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CA, CMA, CPA, MBA (Finance), or equivalent professional qualification.
- 5-10 years of experience in Financial Planning & Analysis, Corporate Finance, or Commercial Finance.
- Strong understanding of budgeting, forecasting, financial reporting, and business performance management.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Experience with ERP systems such as SAP, Oracle, NetSuite, Microsoft Dynamics, or Workday.
- Experience using BI and visualization tools such as Power BI, Tableau, or similar platforms.
- Strong analytical, problem-solving, communication, and stakeholder management skills.
- Ability to work independently in a fast-paced, deadline-driven environment.
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The Company
What We Do
Valenta is a global service provider that combines AI-powered intelligent automation with on-demand staffing to help small and mid-sized businesses eliminate manual work, cut costs, and scale operations faster. They specialize in process consulting, digital transformation, and staff augmentation, delivering these as a managed service to help businesses grow through effective staffing solutions and improved operational efficiencies.
