Senior Financial Planning & Analyst

• United States of America - North Carolina - Morrisville

Position Summary

This position is located on site in NC and will be hybrid.

We are seeking a Senior Financial Planning & Analyst (FP&A) to serve as a strategic finance partner within a dynamic, multinational organization. This role is responsible for driving enterprise-level financial planning, forecasting, analysis, and executive decision support across the North America Geography. The ideal candidate brings strong commercial acumen, experience operating in complex global environments, and the ability to translate financial insights into actionable business recommendations. Demonstrated experience in utilizing AI-related FP&A tools is a plus.

Key Responsibilities

Strategic Financial Support

• Act as a trusted finance partner to senior business and functional leaders, providing financial insights that inform strategic decisions across global operations.
• Support long-range planning, annual operating plans, and rolling forecasts for multiple segments and business groups.
• Evaluate business strategies, investments, and initiatives through ROI, scenario modeling, and sensitivity analyses.

Planning, Forecasting & Reporting

• Lead the development and consolidation of budgets and forecasts across geographies in accordance with corporate timelines.
• Build, maintain, and enhance financial models, projections, and analytical tools to support decision-making.
• Independently design and execute recurring and ad hoc financial investigations with minimal supervision.
• Analyze variances versus plan, forecast, and prior periods; clearly communicate risks and opportunities.
• Prepare and present financial results, dashboards, and outlooks to senior management.

Business Performance & Analytics

• Drive continuous improvement in financial modeling, analytics, and reporting processes.
• Develop KPIs and performance metrics that align financial outcomes with operational drivers.
• Partner cross-functionally with Sales, Operations, HR, IT, and Corporate Finance to improve business performance.

Global & Cross-Functional Collaboration

• Work closely with regional and shared-services teams to ensure consistency, accuracy, and transparency in financial data.
• Support integration efforts related to new business models, acquisitions, or global initiatives.
• Ensure adherence to internal financial policies, controls, and corporate governance standards.

Process Improvement & Systems

• Identify opportunities to enhance forecasting accuracy, automation, and scalability of FP&A processes.
• Support implementation and optimization of financial systems, planning tools, and reporting platforms.
• Promote best practices in financial planning within a multinational environment.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 10+ years of progressive experience in Financial Planning & Analysis or related finance roles.
• Experience supporting multinational or global organizations, including multi-currency and multi-entity environments.
• Strong financial modeling, analytical, and problem-solving skills.
• Proven ability to communicate complex financial concepts to non-finance stakeholders.
• Advanced proficiency in Excel; experience with enterprise planning and ERP systems preferred.
• Ability to operate effectively in a fast-paced, matrixed environment.

Preferred Qualifications

• MBA or other relevant advanced degree.
• CPA, CFA, or similar professional certification.
• Strong communication and stakeholder management abilities; capable of influencing senior leadership.
• Background in technology, manufacturing, or other complex, global industries.

• United States of America - North Carolina - Morrisville