FP&A and Reporting Lead

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Insero Talent Solutions

FP&A and Reporting Lead

Fairport, NY
Full Time
Paid
  • Responsibilities

    Insero Talent Solutions has partnered with a rapidly growing manufacturing company in Fairport, NY, to recruit a FP&A and Reporting Lead.

    Job Description

    The FP&A and Reporting Lead is the senior financial business partner for the organization's business globally, responsible for planning, forecasting, management reporting, and performance analysis across all regions (Americas | EMEA | APAC). This role ensures financial transparency and decision support by delivering accurate, timely, and insightful analyses of P&L performance, KPIs, and business drivers. As a key member of the Americas Senior Leadership Team, the FP&A Lead partners closely with Sales, Operations, and Management to enable data-driven decisions, support strategic initiatives, and continuously improve financial processes and systems. The role leads and develops a team of 6 - 8 FP&A professionals.

    Key Responsibilities:

    Financial Planning & Forecasting

    • Lead and coordinate annual operating plans, forecasts, and long-range financial models across all regions.
    • Partner with global and regional finance teams to ensure assumptions are realistic, data-driven, and aligned with business priorities.
    • Provide scenario modeling and sensitivity analyses to support strategic decision-making.

    Management Reporting & Performance Analysis

    • Oversee global management reporting processes to ensure accuracy, consistency, and timeliness of results.
    • Deliver actionable insights on revenue, margin, and cost performance; highlight trends, risks, and opportunities.
    • Present consolidated monthly and quarterly performance reports to the executive team, including commentary on key variances and business drivers.

    Commercial Finance

    • Drive pricing strategy, portfolio mix optimization, and customer-level profitability analysis.
    • Support sales pipeline conversion and commercial decision-making to maximize growth and margin.
    • Contribute to M&A integration, business case development, and exit planning activities as required.

    Investment & Capital Allocation

    • Lead business cases for growth initiatives, product roadmaps, capex, and transformation programs.
    • Implement consistent IRR/NPV frameworks and post-investment reviews to validate benefits.
    • Support strategic direction on the business’s value creation plan and deliver on it.

    Process & Systems Improvements

    • Drive continuous improvement in FP&A processes, data governance, and reporting systems.
    • Implement best practices in planning and analytics, including automation and standardization of reporting tools (e.g., Power BI, SAP, Hyperion).
    • Partner with IT/data teams on finance systems and FP&A data model design to ensure scalability and control.

    Team Leadership & Development

    • Lead, mentor, and develop a team of FP&A professionals across regions and within BPO structures.
    • Foster a culture of accountability, collaboration, and excellence in financial performance management.
    • Build future leadership capability within the finance organization.

    Qualifications

    Required Qualifications:

    • Bachelor’s degree in finance, Accounting, Economics, or related discipline required.
    • MBA, CPA, or CMA preferred.
    • 10+ years of progressive finance experience, with significant exposure to FP&A, business partnering, and global operations.
    • Proven success leading financial reporting and planning functions in a multinational or matrixed environment.
    • Experience in technology, security, or industrial manufacturing sectors highly desirable.
    • Strong command of planning, forecasting, and performance analysis methodologies.
    • Ability to translate financial insights into strategic recommendations that drive results.
    • Experience with enterprise planning systems (e.g., SAP, Oracle, Hyperion) and advanced Excel or BI tools.
    • Proven ability to lead diverse teams across geographies and manage external BPO relationships.
    • Exceptional presentation and storytelling skills with executive audiences.
    • Track record of implementing scalable, efficient financial processes and reporting frameworks.

    Preferred Qualifications:

    • Act as a key financial advisor to the global leadership team.
    • Champion continuous improvement and digital transformation within the finance organization.
    • Partner with global and regional leaders to drive alignment between financial and operational plans.
    • Support M&A integration, business case development, and investment analysis as required.