Join the Plan-to-Report (PtR) Finance Transformation team, part of the Future of Finance initiative. This role focuses on digitizing and streamlining financial planning, forecasting, and reporting processes across the enterprise. You will help eliminate manual reconciliations, standardize KPIs, and enable real-time, on-glass reporting for leadership and the finance community. Success in this role requires strong independent judgement, collaborative teamwork, and effective problem-solving skills.
Roles & Responsibilities
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Define future-state requirements for functional planning to support areas such as SSM, CCA, and long-term planning, ensuring alignment with business needs.
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Design future-state process models for each process workflow, enabling driver-based modeling, digitized forecasting, and overall process transformation.
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Identify and profile data required for forecasting models, partnering with IT to ensure accurate data integration for modeling and reporting.
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Translate design models and data requirements into user stories for IT development and system implementation.
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Partner with stakeholders, PtR workstream leads, and IT to evaluate solution feasibility, assess trade-offs, and achieve consensus on final decisions.
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Document requirements and expected outcomes, supporting all testing phases including functional, UAT, and parallel testing.
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Drive digitized, on-glass reporting by gathering functional requirements and collaborating with reporting leads to deliver actionable insights for leadership.
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Serve as a change champion for the Finance of the Future (FoF) initiative, promoting awareness across relevant forums.
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Demonstrate learning agility by quickly mastering new concepts and building a strong understanding of current-state processes.
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Collaborate cross-functionally to influence and guide transformation efforts across teams and stakeholders.
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Operate with a high level of independent judgment and initiative, driving progress with minimal oversight.
Qualification & Experience
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Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, or equivalent experience/training.
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4+ years of finance experience
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Demonstrated growth mindset, proactively seeking opportunities to develop new skills, attend training, network, and solicit feedback.
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Ability to operate autonomously in environments with ambiguity and time constraints.
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Strong interpersonal skills and proven ability to build effective partnerships and work collaboratively.
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Excellent problem-solving and analytical skills.
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Advanced skills in Microsoft Suite (Excel, PowerPoint, Word).
Experience Preferred
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Prior FP&A exposure in SSM, CCA, CFPA, LTP, etc.
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Solid understanding of GM forecasting processes and financial systems
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Prior transformation experience
