FP&A Specialist - Budget Planning

Mercor; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

Mercor is seeking an FP&A professional to build bottoms-up budgets and multi-year plans, using mock files (actuals, driver schedules, department budgets) and deliverables graded against a rubric.

You will produce rolling P&L, cash flow and KPI forecasts, develop headcount and capex plans, and assemble monthly management reporting with variance commentary. Advanced Excel modeling and the ability to explain variances are essential, with experience in Anaplan, Adaptive or Pigment a plus.

Qualifications

• 4+ years in FP&A at an operating company
• Advanced Excel modeling with ability to explain variances

Responsibilities

• Build bottoms-up annual budgets and multi-year plans with consolidation and approval paths.
• Produce rolling P&L, cash flow and KPI forecasts reflecting actuals and drivers.
• Develop headcount and capex plans with hiring pacing, project approvals and prioritization.
• Produce monthly management reporting packs with variance commentary and profitability analysis with cost allocation.
• Forecast revenue from bookings, pipeline signals, and document model drivers and assumptions.

Skills

Advanced Excel modeling

Forecasting & variance analysis

Tools

Anaplan

Adaptive

Pigment

Job description

About the work

We're building a high-quality library of corporate FP&A work products. You'll complete self-contained planning exercises from mock files (actuals, driver schedules, department budgets) and produce the deliverable for each, graded against a rubric.

What you'll do

• Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths.
• Produce rolling reforecasts of P&L, cash flow and KPIs reflecting actuals and updated drivers.
• Build headcount and capital expenditure plans with hiring pacing, project approvals, payback and prioritization.
• Produce monthly management reporting packs with variance commentary, and product, customer or segment profitability analysis with cost allocation methodology.
• Forecast revenue from bookings, pipeline coverage and demand signals, and document model drivers and assumptions.

You're a fit if you have

• 4+ years in FP&A at an operating company, owning a plan or a reforecast cycle.
• Advanced Excel modeling and the judgment to explain a variance, not just calculate it.

Nice to have

• Finance business partnering or commercial finance experience; planning systems such as Anaplan, Adaptive or Pigment.

Assessment

A rolling reforecast from mock actuals and drivers; a management reporting pack with variance commentary; a headcount and capital expenditure plan.

Note

we're looking for planning and forecasting ownership, not month-end close or controllership.