Financial Planning & Analysis, Principal

Core responsibilities

• Business partnership: Serve as the day-to-day finance partner for assigned business units. Understand operating drivers, commitments, headcount, capital needs, and risks; support leaders with timely analysis and clear recommendations.
• Process leadership: Own assigned FP&A processes end to end across the relevant business units. Set the method and calendar, gather and challenge inputs, coordinate contributors, consolidate outputs, document decisions, and arrange backup coverage.
• Annual planning: Lead assigned components of the Board Budget and Budget Memo financial review. Challenge business assumptions early, reconcile approved commitments to planning baselines, and prepare management and Board-ready analysis.
• Forecast and strategic planning: Develop or contribute to the quarterly financial outlook, longer-term plan, material operating drivers, and scenario analyses. Explain changes from the approved plan and prior outlook, with quantified risks and opportunities.
• Performance reporting: Deliver assigned monthly business-unit or departmental reviews, including actual results, drivers, forecast implications, actions, and decision requests. Work with Accounting to reconcile reported actuals and with business leaders to validate explanations.
• Workforce and capital: Integrate approved positions, open roles, and loaded costs into plans and forecasts with People Ops. Evaluate capital or investment choices and connect project timing and cash implications with Campus FP&A and Treasury as applicable.
• Data and systems: Support consistent finance definitions, controlled model versions, source-data reconciliation, and effective use of Vena. State the business need and acceptance criteria for BI/IT/AI work; collaborate on integrations and technical changes with the designated system owners. Use NetSuite as a financial data source subject to Accounting controls.
• Cross-functional execution: Coordinate with independent Campus FP&A on shared planning deadlines, project definitions, and enterprise consolidation. Identify transactional close, billing, approval, or system administration tasks that require an agreed functional handoff while preserving necessary FP&A analytical input.

ABOUT YOU

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; FP&A, CFA Certificates preferred
• 5-10 years of progressive FP&A or corporate finance experience, including leadership of teams or major planning cycles.
• Demonstrated ownership of budgeting, forecasting, management reporting, and cross-functional business partnering.
• Advanced Excel and financial modeling skills; experience with planning platforms, BI tools, and ERP systems such as NetSuite and Vena
• Strong business judgment and ability to prioritize, operate independently, and deliver through ambiguity and change.
• Executive-level communication and influence skills, with a record of building credibility across functions.

ABOUT THE WORK ENVIRONMENT