FP&A Specialist - Budget Planning

Mercor; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Mercor is seeking an FP&A professional to build bottoms-up budgets and long-range plans, consolidating inputs from across the business and coordinating approvals.

You will own rolling reforecasts of P&L, cash flow, KPIs, and develop headcount and capex plans; you’ll deliver monthly management packs with variance commentary and profitability analysis using advanced Excel and planning tools.

Qualifications

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

Responsibilities

• 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.

Skills

Advanced Excel

Variance analysis

Forecasting ownership

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.