Financial Planning and Analysis Specialist

Vertiv Group; Petaling Jaya; Vor Ort; MYR 120.000 - 180.000; Vollzeit

Zusammenfassung

Vertiv is seeking a Senior Analyst, FP&A to own end-to-end financial planning and forecasting. You will partner with Product Lines and BU leaders to analyze P&L performance, drive accuracy, and provide actionable insights for regional execution.

You will manage working capital forecasts, develop models, and lead cross-functional collaboration with commercial, supply chain, and product management teams.

Qualifikationen

• Bachelor's degree in Finance, Accounting, Business or related field.
• 4-8 years of progressive FP&A or Business Finance experience in a multinational environment.
• Strong proficiency in financial modeling and variance analysis.
• Experience as a finance business partner to P&L leaders.
• Advanced Excel skills; experience with ERP systems (Oracle, HFM, Essbase, EPM).
• Ability to work independently across matrix organizations (regional/global).

Aufgaben

• Own and drive full forecasting cycle for Product Lines / BUs, from data gathering to sign-off.
• Build forecast models for Orders, Sales, and Margin by product line.
• Drive forecast accuracy through methodology improvement and root-cause analysis.
• Coordinate forecast inputs across global and regional teams for alignment.
• Prepare monthly TWC Executive Overview and variance analyses.
• Analyze orders, pipeline, book-to-bill, and margin drivers.
• Develop standardized templates and automate dashboards for performance tracking.

Kenntnisse

Financial modeling

Finance business partner

Cross-functional collaboration

Independent work

Asia-Pacific experience

ERP awareness

Data analysis

Ausbildung

Bachelor's degree in Finance/Accounting/Business

MBA desirable

Professional certifications (CPA/CMA/ACCA)

Tools

Power BI

Excel

Oracle

HFM

Essbase

EPM

Jobbeschreibung

The Senior Analyst, FP&A is a key member of the Business Finance Organization responsible for delivering end-to-end financial planning and forecasting process and serves as the primary finance business partners to the business leaders. This role independently owns workstreams across forecasting, working capital management, variance analysis, and financial modelling — translating complex data into actionable insights that drive strategic and operational decisions aligned to global guidance and regional execution.

Position Summary

JOB DESCRIPTION

The Senior Analyst, FP&A is a key member of the Business Finance Organization responsible for delivering end-to-end financial planning and forecasting process and serves as the primary finance business partners to the business leaders. This role independently owns workstreams across forecasting, working capital management, variance analysis, and financial modelling — translating complex data into actionable insights that drive strategic and operational decisions aligned to global guidance and regional execution.

Responsibilities

End-to-End FP&A Process Ownership (Primary)

• Own and drive the full forecasting cycle for assigned Product Lines / BUs — from data gathering through analysis, alignment with business partners, submission, reconciliation, and sign-off
• Build and maintain bottom-up and top-down forecast models for Orders, Sales, and Margin by product line, incorporating pipeline, backlog, pricing actions, mix assumptions and other key drivers
• Drive forecast accuracy through continuous methodology improvement, tracking, and root-cause analysis
• Own the forecast walk process — clearly articulating movements between forecast with drivers and mitigation plans/actions
• Coordinate forecast inputs across global and regional cross functional teams, including commercial, supply chain, operations and product management to ensure alignment and completeness
• Manage forecast consolidation and reconciliation across systems, ensuring data integrity from source to submission
• Own the working capital monthly forecasting process, understand and validate inputs, monitor and manage TWC metrics for a review.
• Prepare and present the monthly TWC Executive Overview including step charts showing TWC evolution (quarterly trend from actuals through forecast periods)

Business Partnering with Product Line / BU P&L Owners (Primary)

• Serve as the dedicated finance partner to Product Line / BU P&L leaders — proactively providing financial insights on P&L performance
• Partner independently with the Product Offering Organization to understand product roadmaps, pricing strategies, new product development introductions (NPDI), and their financial implications
• Collaborate with Global BU Finance to align regional forecasts with global targets, reconcile variances, and ensure consistent assumptions across geographies
• Provide P&L owners with monthly/quarterly performance packs including variance analysis (Actual vs. Target vs. Prior Forecast), trend commentary, and forward-looking risk/opportunity assessments
• Challenge and validate assumptions to ensure forecast credibility
• Support P&L owners in preparing for global reviews — providing data, talking points, and bridge analyses
• Track and analyze Orders performance by product line — identifying trends, risks, and upside opportunities
• Monitor pipeline coverage ratios and pipeline conversion rates to inform forecast assumptions, quantify pipeline gaps and work with commercial teams to identify actions to close shortfalls
• Analyze book-to-bill ratios and order intake patterns to inform forward-looking Sales and Margin projections
• Deliver detailed sales and margins analysis by product line, decomposing performance into volume, price, mix, and cost drivers
• Perform bridge/walk analyses to clearly show key drivers and impacts to drive urgency and action
• Analyze product mix shifts and their margin implications — flagging structural trends that require management attention
• Conduct structured variance analysis with commentary and prepare executive-ready reports for leadership reviews

Process Improvement & Systems

• Identify and drive process improvements — reducing month-end cycle time, improving data quality, and enhancing automation
• Support system and tool enhancements to improve forecasting efficiency and reporting quality
• Develop standardized templates and automate dashboards for Product Line / BU performance tracking
• Direct interface in dispute resolution process to ensure timely problem resolution. As required work with functional owners on problem solution and elevate to upper management when required.
• Supports the cross-functional initiatives, independently serve as trust finance business partner to broader organization.
• Assist management in forecasting and reporting in accordance with reporting requirements.
• Support ad hoc duties and lead special projects as assigned.

Qualifications

Minimum Job Qualifications:

• Bachelor's degree in Finance, Accounting, Business or related field
• 4-8 years of progressive FP&A or Business Finance experience in a multinational environment

Preferred Qualifications

Preferred Qualifications:

• Strong proficiency in financial modeling — particularly Orders/Sales/Margin forecasting and variance analysis
• Demonstrated experience as a finance business partner to P&L leaders
• Advanced Excel skills; experience with ERP systems (e.g., Oracle, HFM, Essbase, EPM)
• Ability to work independently across matrix organizations (regional teams, global functions, product organizations)
• ERP Systems experience, preferably Oracle.
• Professional certification (CPA, CMA, ACCA, or equivalent)
• Experience with BI/analytics tools (Power BI)
• Regional/multi-country finance experience (Asia-Pacific preferred)

EDUCATION AND CERTIFICATIONS

• Bachelor’s degree in business or related field
• MBA desirable but not required

Physical Requirements

• n/a

ENVIRONMENTAL DEMANDS

• n/a

Travel Time Required

• None

About Us

The successful candidate will embrace Vertiv’s Core Principles & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPLES:

Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• High-Performance Culture
• Customer Focus
• Operational Excellence
• Innovation
• Financial Strength

VERTIV BEHAVIORS

• Own it
• Act with urgency
• Foster a customer-first mindset
• Think big and execute
• Lead by example
• Drive continuous improvement
• Learn and seek out development
• Promote transparent & open communication

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [e-mail]