FP&A Analyst - Mexico, South Africa (Remote)

Wilson HR; United States; A distancia; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Wilson HR is seeking a Financial Analyst/FP&A professional to provide planning and analysis for delivery teams, focusing on productivity and demand planning.

You will own budgets and forecasts, analyze variances, and present insights to senior leaders, collaborating with cross-functional partners. The role emphasizes tool proficiency to drive decision making using Workday Adaptive Planning, Power BI, and Copilot.

Formación

• Four or more years of experience in a financial analyst or FP&A role.
• Demonstrated ownership of financial planning work: budgets, forecasts and variance analysis.
• Advanced Excel modelling, with the accuracy and attention to detail the monthly cycle demands.
• The communication skills to explain financial results to non-finance stakeholders and to present to senior leaders.
• Bachelor’s degree in finance, accounting, economics or a related field.
• Eligibility to work in Canada or the United States.

Responsabilidades

• Provide FP&A finance support to the delivery teams on productivity, demand planning, reporting and metrics, delivered in a timely manner.
• Own recurring budgeting and forecasting for assigned lines of business, and identify and research variances to forecast, budget and prior-year expenses, proactively flagging opportunities for improvement.
• Identify and understand business challenges; meet with stakeholders to propose and create solutions.
• Dive deeply into financial data and become a subject-matter expert in order to provide additional insight.
• Partner with the rest of the finance team on metrics, goals and business reviews.
• Create presentations that carry insightful analysis, identify required action items and frame the decisions to be made.
• Work on corporate projects and initiatives that affect the entire organization, including tool implementation and process design across Workday Adaptive Planning, Power BI and Copilot.
• Examine external and market trends, client personas and account growth potential to help the business target the right opportunities.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.

Conocimientos

Financial analysis

Budgeting & forecasting

Excel modelling

Stakeholder communication

Presentation skills

Cross-functional collaboration

Educación

Bachelor's degree in finance/accounting/economics or related field

Herramientas

Workday Adaptive Planning

Power BI

Copilot

Excel

Descripción del empleo

Key Responsibilities

• Provide FP&A finance support to the delivery teams on productivity, demand planning, reporting and metrics, delivered in a timely manner.
• Own recurring budgeting and forecasting for assigned lines of business, and identify and research variances to forecast, budget and prior-year expenses, proactively flagging opportunities for improvement.
• Identify and understand business challenges; meet with stakeholders to propose and create solutions.
• Dive deeply into financial data and become a subject-matter expert in order to provide additional insight.
• Partner with the rest of the finance team on metrics, goals and business reviews.
• Create presentations that carry insightful analysis, identify required action items and frame the decisions to be made.
• Work on corporate projects and initiatives that affect the entire organization, including tool implementation and process design across Workday Adaptive Planning, Power BI and Copilot.
• Examine external and market trends, client personas and account growth potential to help the business target the right opportunities.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.

Required Qualifications

• Four or more years of experience in a financial analyst or FP&A role.
• Demonstrated ownership of financial planning work: budgets, forecasts and variance analysis.
• Advanced Excel modelling, with the accuracy and attention to detail the monthly cycle demands.
• The communication skills to explain financial results to non-finance stakeholders and to present to senior leaders.
• Bachelor’s degree in finance, accounting, economics or a related field.
• Eligibility to work in Canada or the United States.

Preferred Qualifications

• Advanced Excel, Power BI and Workday experience — a significant advantage in this role.
• Background in professional services or the recruiting industry.
• Exposure to private-equity-backed businesses and the reporting cadence they expect.
• Experience with Copilot/Claude or similar tools applied to finance reporting and analysis.