Gather and document business requirements, translating them into functional specifications for client approval
Design and optimise finance processes (e.g., budgeting, forecasting, reporting, performance management), ensuring they align with best practice and client objectives
Develop business process flows and financial models that reflect client functional requirements
Analyse financial and master data to assess suitability for planning processes and provide recommendations for improvement
Conduct solution validation and testing to ensure high-quality, defect-free deliveryveryeryryct teams, managing risks, engaging stakeholders, and driving successful outcomes
Conduct solution validation and testing to ensure high-quality, defect-free delivery
Create user training documentation and deliver training sessions to both clients and colleagues
Provide input to Product Management on enhancements, informed by customer feedback and emerging FP&A trends
Act as a subject-matter expert in FP&A, leveraging CPA and accounting expertise to ensure compliance with financial and regulatory standards
Requirements
5+ years in a finance, FP&A, or professional services capacity
CPA qualification (or equivalent professional accounting designation) strongly preferred
Strong understanding of financial reporting, accounting principles, and corporate finance processes
Experience with designing process flows, writing complex business logics, and designing user interfaces
Ability to lead teams, work collaboratively across workstreams, and manage multiple stakeholders
Strong client-facing skills with proven ability to influence and advise senior stakeholders