Senior Manager, FP&A Strategy - R01542508

FP&A Strategist

We are seeking an experienced FP&A Strategist who will play a key role in driving strategic financial planning and analysis to support the company’s overall business objectives. The FP&A Strategist will work closely with senior leadership and various departments to deliver actionable insights, forecast financial performance, and support strategic decision-making. The ideal candidate will have a strong background in finance, exceptional analytical skills, and the ability to translate complex data into clear strategies.

Primary Skills

• FP&A Strategy
• Business Finance
• Investor relations
• Financial Planning & Forecasting
• Strategic Analysis
• Business Partnering
• Financial Reporting & Communications
• Risk Management

Job requirements

• Key Responsibilities:




• Financial Planning and Forecasting:
• Lead the development and execution of long-term financial planning and forecasting models to ensure alignment with company objectives.
• Build, maintain, and enhance financial models that support strategic business initiatives and operational planning.
• Prepare detailed budget forecasts and variance analysis to provide insight into financial performance.
• Collaborate with business leaders to develop forecasts and identify financial trends that inform strategic decisions.




• Strategic Analysis:
• Conduct in-depth financial analysis and performance reporting to guide business strategy, investment opportunities, and operational initiatives.
• Identify key performance indicators (KPIs) and create dashboards and reports to monitor and drive business growth.
• Assess financial implications of strategic initiatives and propose data-driven solutions to maximize ROI and mitigate risks.
• Evaluate strategic partnerships, mergers, acquisitions, and new market opportunities from a financial standpoint.
• Engage with investors and private equity stakeholders to communicate company performance and strategic goals, and assist in preparing materials for board meetings and supporting executive leadership in strategic board reviews.




• Business Partnering:
• Act as a financial partner to various business units, providing guidance, support, and advice to ensure strategic alignment and effective decision-making.
• Engage with department heads to understand business challenges and provide tailored financial insights and recommendations.
• Collaborate with cross-functional teams to align financial strategy with operational goals and ensure resources are allocated efficiently.




• Financial Reporting and Communication:
• Develop and present financial reports, executive summaries, and strategic presentations for senior leadership and key stakeholders.
• Communicate complex financial information clearly to non-financial managers and decision-makers.
• Provide insights and recommendations based on financial reports and trends to support strategic planning sessions.




• Process Improvement:
• Identify opportunities for process improvements and automation within the FP&A function to increase efficiency and accuracy.
• Drive continuous improvement in financial reporting tools and systems, including implementing best practices for financial data management.
• Streamline budget and forecasting processes to ensure accuracy, timeliness, and consistency.




• Risk Management:
• Analyze potential risks and propose mitigation strategies to safeguard the company’s financial health.
• Support the development of financial risk assessment frameworks and ensure compliance with financial regulations and corporate policies.
• Work closely with the finance and audit teams to maintain accurate documentation for internal controls and audits.




• Qualifications:




• Education and Experience:
• CA, or related field (required). MBA in Finance (preferred).
• 7+ years of experience in financial planning, analysis, or strategy, preferably in a corporate or high-growth environment.
• Previous experience in roles such as Financial Analyst, Senior Financial Analyst, or Strategy Consultant is a plus.




• Technical Skills:
• Proficiency in financial modeling and advanced Excel, including the use of complex formulas and data analysis functions.
• Experience with financial analysis tools and software (e.g., SAP, Oracle, Hyperion, or other ERP systems).
• Familiarity with data visualization tools such as Power BI, Tableau, or QlikView.
• Knowledge of financial reporting systems and processes.




• Analytical Skills:
• Strong quantitative and qualitative analysis skills with attention to detail.
• Ability to synthesize large sets of data into actionable insights and strategic recommendations.
• Problem-solving skills with the capacity to make informed decisions under tight deadlines.




• Communication and Leadership:
• Excellent written and verbal communication skills with the ability to present financial data in an accessible and engaging manner.
• Strong interpersonal skills to build relationships with colleagues and stakeholders across the organization.
• Ability to lead projects, influence without authority, and drive initiatives that align with company strategy.




• Personal Attributes:
• Highly motivated, proactive, and results-oriented.
• Strategic thinker who can anticipate challenges and opportunities.
• Collaborative team player with a focus on continuous improvement.

Candidates should demonstrate the below listed critical leadership qualities:

- Customer Advocacy - Ensures customer success on stated and unstated business priorities through strategic advice and market leading solutions.

- Owner’s Mindset - Is passionate about Brillio’s business, deeply committed to its success and makes decisions that are in the best interest of the firm.

- Innovation Ethos - Embraces ambiguity and adopts relentless experimentation to challenge current practices and enable continuous growth.

- Execution with Pace - Displays agility to deliver high quality results in the face of changing stakeholder expectations.

- Big Picture Thinking - Creates a common definition of shared success and sets bold targets that inspire the team towards new horizons.

Winning Through Teams - Enables a culture of collaboration and empowers teams to "raise their game” in order to create a winning formula.