FP&A Specialist - Budget Planning

Mercor; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Mercor in San Francisco is seeking an FP&A professional to build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths, and to produce rolling reforecasts of P&L, cash flow, and KPIs.

You’ll develop headcount and capex plans, create monthly management reporting packs with variance commentary, and forecast revenue from bookings and pipeline signals. This role emphasizes planning and forecasting ownership, not month-end close or controllership.

Qualifications

• 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.

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

FP&A experience

Advanced Excel modeling

Tools

Excel

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.