Financial Planning And Analysis

ABOUT THE ROLE

The Principal, Financial Planning and Analysis, partners with assigned business units and leads one or more planning or reporting processes across the company. The role turns operating and financial information into clear outlooks, alternatives, and recommendations for management. It works within a matrix model: business leaders own their operating assumptions and decisions; FP&A sets financial standards, challenges assumptions, and connects the business views to an enterprise outlook. The Principal reports to the FP&A leader, who retains overall coordination and escalation responsibility. Business-unit and process assignments may evolve as the team and businesses grow.

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.