Principal Financial Analyst, FP&A

This senior level role owns core FP&A deliverables for the North America Solutions business. You will lead budgeting, rolling forecasts, scenario modeling, and executive-ready storytelling. You’ll consolidate results, govern financial hierarchies, drive automation and standardization, and provide clear insights that guide business decisions. You will partner closely with HQ, Sales, and Business Operations teams to deliver timely financial support, drive strategic business decisions, and ensure critical deadlines are met. The ideal candidate is proactive, self-directed, and possesses strong analytical, modeling, and problem-solving skills with a proven track record of enhancing business performance. The ideal candidate is a proactive, self-directed analyst who partners across functions, operates with sound judgment, and delivers on critical deadlines.

What you’ll do

• Own consolidation of North America Sales results; deliver accurate, executive-ready summaries and presentation decks.

• Maintain and govern the Solution financial hierarchy to enable accurate, scalable reporting.

• Lead budgeting, rolling forecast, and quarter-end close processes; ensure timeliness, accuracy, and clear variance explanations.

• Evaluate bookings, revenue, expenses, and headcount; analyze actuals vs. plan/forecast/prior year and deliver concise commentary and insights.

• Produce monthly and quarterly financial and operational reports; track KPIs/drivers; flag risks and opportunities with actionable recommendations.

• Partner with business, operations, and finance leaders to align assumptions, shape plans, and influence decisions.

• Serve as liaison for Solution delivery and executive bonus plans, including modeling, tracking, and communications with stakeholders.

• Leverage analytics, AI, and enterprise data sources to enhance analysis, scenario modeling, and decision support.

• Lead automation and standardization initiatives to improve FP&A processes, controls, and reporting quality.

• Execute ad hoc analyses and special projects with minimal guidance; manage shifting priorities and deliver to milestones.
  

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About you:

• Acts as a subject-matter expert within the team; mentors peers and elevates team practices.

• Self-directed with strong initiative; balances creativity with sound judgment and data-driven decision making.

• Quickly assimilates complex information and business models; communicates findings accurately and concisely.

• Builds effective cross-functional partnerships; actively seeks feedback and shares information.

• Demonstrates flexibility, resilience, and accountability; consistently meets deadlines and critical milestones.

• Solves complex problems independently and creatively; drives business-specific initiatives with growing business acumen.
  

Minimum qualifications:

• 10+ years of relevant experience with a focus on FP&A.

• Bachelor’s degree in Finance, Business, Economics, or related field.

• Advanced Excel skills; able to build flexible, automated, repeatable models and reports with minimal manual touch points.

• Strong analytical and quantitative skills; high attention to detail and data integrity.

• Excellent storytelling and executive-level presentation skills.

• Outstanding organization and program management; able to manage multiple priorities in a fast-paced, high-transparency environment.

• Strong written and verbal communication; comfortable engaging senior stakeholders.

• Experience working with large data sets and business intelligence environments; able to write queries, troubleshoot complex data issues, and produce concise analyses.
  

What we like to see:

• Experience with Oracle Cloud ERP/EPM, Smart View/Essbase, and Oracle Analytics or comparable BI tools.

• Familiarity with SQL; exposure to Python or similar for analysis/automation.

• Experience modeling incentive or bonus plans and tracking performance.

• Proven track record leading automation/standardization initiatives in FP&A.

• Knowledge of SaaS, cloud, or solutions-oriented business models and KPI frameworks.
  

Key partnerships

• Collaborates with Business Leaders, Sales/Solutions Operations, Finance COEs, HR/Compensation, and Corporate FP&A.
  

Work standards

• Upholds confidentiality, data accuracy, and compliance with internal controls and policies.

• Uses enterprise-approved tools and data sources; when adopting new tools or AI methods, ensure alignment with Oracle security and compliance guidelines.