Financial Analyst, Corporate FP&A Reporting

Position Overview

The Financial Analyst, Corporate FP&A Reporting supports the company’s forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams – including revenue, bookings, churn, renewals, headcount, and operating expenses – into a complete and accurate corporate forecast. The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation-ready materials, while also supporting organizational efforts through documentation, file structure upkeep, and consistent reporting standards.

Key Responsibilities

Corporate Forecasting, Budgeting, and Long-Range Planning

• Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners
• Contribute to long range planning model updates and related financial analyses
• Maintain and update corporate models with accuracy and attention to detail
• Support risk and opportunity tracking and prepare summaries for leadership

Financial Consolidation and Reporting

• Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast
• Prepare monthly and quarterly reporting packages for leadership review
• Support the development of Board of Directors presentation materials
• Create charts, tables, and visuals that clearly communicate key financial insights
• Support company-wide projects, analyses, and ad hoc requests

Technical Modeling and Analytics

• Build and maintain driver-based financial models using Excel and other financial planning tools
• Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis
• Support FX neutral and budget neutral analyses when needed
• Ensure accuracy and consistency across modeling and data consolidation

Process, Organization, and Documentation

• Support organization of shared FP&A files and folders, including consistent use of SharePoint
• Help maintain documentation and desktop procedures that guide recurring processes
• Assist with process improvements and tools that enhance clarity and efficiency across FP&A
• Assist in improving reporting consistency and streamlining FP&A workflows

About Our Platform

Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. The platform combines Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth, and profitability—particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software solution.

Note: While this job description outlines the anticipated requirements of the position, job requirements may change based on evolving business needs.