FP&A Systems Business Analyst

Experience Required: 8–10 years

Role Summary

Own the functional design of the planning and management reporting environment and serve as the primary analyst partner to FP&A through the annual planning cycle, forecast cadence, and monthly management reporting calendar.

Roles & Responsibilities

• Translate planning requirements into model design.

• Maintain driver-based planning structures, allocation rules, and dimensional hierarchies.

• Ensure planning data integration with ledger and workforce sources is accurate and reconciled.

• Support budget loads, forecast cycles, and scenario analysis.

• Design management reporting packs and underlying measures.

• Challenge requests that introduce manual processes into the model.

• Improve planning and forecast cycle elapsed time year over year.

• Support budgeting and forecasting, allocations, headcount and cost reporting, and management/executive reporting.

Essential Skills

• Enterprise Planning Platform – Allocadia

• Power BI

• Ledger and Workforce Sources

• Finance Domain / FP&A

• SQL

• Reporting Tools

• Microsoft Power Platform

• Data Concepts & Data Modelling

• Budgeting & Forecasting

• Allocations, Headcount & Cost Reporting

• Management & Executive Reporting

Qualifications

• 8+ years across FP&A and Finance Systems.

• Hands-on functional expertise in an enterprise planning platform.

• Understanding of how planning structures align with the Chart of Accounts and Ledger.

• Experience supporting a complete annual planning cycle end to end.

• Ability to work directly with Finance Business Partners and leadership.