Business Analyst & FP&A Functional Expert

$93,402 - $140,103/Yr

The Asia Foundation - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

Professional, Scientific, and Technical Services

About the position

The Asia Foundation is seeking a Business Analyst & FP&A Functional Expert to support the Finance Department in implementing and managing financial planning and analysis (FP&A) processes. This role involves collaborating with cross-functional teams to enhance financial processes, drive key initiatives, and contribute to the FP&A systems transformation roadmap. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a knack for translating complex data into actionable insights to support strategic decision-making.

Responsibilities

• Monitor and administer FP&A module leveraging skills with business systems and applications design, integrations, and configuration.
• Provide FP&A support to the finance team, budget users, and leadership.
• Work with stakeholders to gather and analyze requirements for system changes, business process changes, and new reports.
• Utilize FP&A business intelligence tools to design and build reports and dashboards for team members and end users.
• Support data integration from various systems and flat files.
• Validate, analyze, and slice large sets of data.
• Provide technical support and troubleshooting for FP&A applications.
• Support team members to enhance user experience with the FP&A tool and reports.
• Use FP&A, ERP, BI, excel, Cognos reporting and other enterprise application tools to prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting.
• Develop and continually improve budgeting, financial projections, and operating forecasts.
• Partner with the accounting team during the close process, reviewing the organization’s general ledgers and providing P&L and Cash variance explanations to budget and forecasts.
• Identify areas for revenue opportunities and cost improvements.
• Serve as Finance liaison to the organization, supporting their initiatives and general financial inquiries.
• Identify and research variances regarding forecast, budget, and prior-year expenses.
• Assist in automating the consolidated reporting process.
• Conduct necessary account and system reconciliations.
• Review financial reports, presentations, and other management reporting needs.

Requirements

• Bachelor's degree in accounting, Finance, or Business Systems, or 5+ years of related experience or certifications.
• 3+ years experience as a functional expert with multi-dimensional FP&A modeling tools like Unit4, Anaplan, TM1, or Adaptive Planning.
• 3+ years of experience in creating reports and dashboards with FP&A BI tools.
• Experience and knowledge of SQL and data warehousing data integration are preferred.

Nice-to-haves

• Experience providing training or leading presentations.

Benefits

• Excellent salaries commensurate with experience.
• Equal opportunity employer policies encouraging women and people of color to apply.