FP&A Specialist: Strategic Budgeting & Forecasting Lead

Mercor; Charlotte (NC); On-site; USD 85,000 - 125,000; Full time

Job summary

Mercor in Charlotte, NC is looking for a planning and forecasting professional to own FP&A processes. You will build bottoms-up budgets, long-range plans and rolling reforecasts from mock files and driver schedules.

You’ll produce monthly management packs with variance commentary, headcount and capex plans, and profitability analyses to inform decisions. This role focuses on planning ownership, not month-end close.

Qualifications

• 4+ years in FP&A at an operating company, owning a plan or a reforecast cycle.
• Advanced Excel modeling with 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

Advanced Excel modeling

Variance analysis explanation

Tools

Anaplan

Adaptive

Pigment

Job description

Mercor in Charlotte, NC is looking for a planning and forecasting professional to own FP&A processes. You will build bottoms-up budgets, long-range plans and rolling reforecasts from mock files and driver schedules.

You’ll produce monthly management packs with variance commentary, headcount and capex plans, and profitability analyses to inform decisions. This role focuses on planning ownership, not month-end close.