SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
FIS is seeking a Senior Financial Planning & Analysis Lead to drive financial planning, forecasting, and performance analysis for the Chief Client Office. In this role, you will lead long-range planning, annual budgeting, and monthly close processes while partnering with Client Office and finance leaders to develop comprehensive financial plans and forecasts. You will translate complex financial results into clear business insights that drive informed decision-making and provide strategic support for investment planning and financial modeling.
Key responsibilities include delivering monthly financial reporting and variance analysis across plan, forecast, and actual results for key stakeholders; guiding the financial evaluation and execution of automation, cost-saving, and investment initiatives; and improving financial processes and reporting to build a best-in-class financial operating model. You will also help strengthen the Client Office's financial discipline by connecting financial insights with key business priorities, enabling leaders to understand tradeoffs, direct investments, and identify operational efficiencies.
This role may expand into broader business finance responsibilities within the Client Office, requiring flexibility and a strategic mindset. You will work in a collaborative environment with product, operations, and functional teams to enhance financial planning routines and processes.
REQUIREMENTS:
- Bachelor's degree in finance, accounting, economics, or related field
- 5+ years of progressive experience in financial planning and analysis, budgeting, forecasting, or related finance role, including support for annual budgets, monthly forecasts, and long-range plans
- Strong financial modeling, forecasting, variance analysis, and scenario-planning skills with solid understanding of accounting concepts
- Proven ability to translate complex financial information into clear recommendations and communicate effectively with senior leaders
- Ability to manage multiple priorities in a fast-paced environment with flexibility to pivot with reprioritization
- Experience partnering with business, functional, product, operations, or other non-finance teams to improve financial planning and reporting
- Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial models
- Knowledge and use of AI tools to streamline work processes and identify efficiencies
PREFERRED QUALIFICATIONS:
- MBA, CPA, CFA, or similar advanced credential
- Experience with financial planning systems such as Hyperion, Anaplan, Workday Adaptive Planning, SAP, or Oracle
