Senior Analyst, Financial Planning & Analysis

Mastercard; Helena (MT); On-site; USD 90,000 - 120,000; Full time

Job summary

Mastercard in Helena, MT is seeking a Senior Analyst in Financial Planning & Analysis to lead budgeting, forecasting and management reporting across its global regions.

You will partner with regional finance teams, drive Hyperion-based forecasts, develop insights with Power BI and Excel, and deliver clear financial narratives for senior leadership.

The role requires strong analytical capability, strategic thinking and excellent communication to influence business decisions.

Qualifications

• Bachelor's degree in accounting or MBA (CA/CPA/MBA Finance).
• Strong analytical and problem solving skills required.
• Experience with financial planning, budgeting and reporting.

Responsibilities

• Support the financial close process through variance analysis against budget, forecasts, prior year actuals, key business drivers and initiatives.
• Develop engagement and reporting processes between RHQ, Divisions, International Markets and other functional groups.
• Generate performance information and analysis on revenue, expense, and risks/opportunities.
• Prepare management reporting packages and financial presentations for regional management and ad-hoc reviews.
• Collaborate with Regional Business Development to analyze underpinning assumptions in reporting.
• Guide Divisional Finance teams on Hyperion usage for revenue forecasting.
• Apply strategic understanding of business dynamics to drive mitigating actions.
• Continuous process improvement for efficiency in regional finance operations.

Skills

Analytical thinking

Problem solving

Communication skills

Strategic thinking

Relationship management

Team leadership

Education

Bachelor's degree in accounting or MBA (CA/CPA/MBA Finance)

Tools

Power BI

Alteryx

Power Query

Excel

Hyperion

Oracle

Job description

Our Purpose

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build asustainableeconomy where everyone can prosper. We support a wide range of digital payments choices, making transactionssecure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.

Title and Summary

Senior Analyst, Financial Planning & Analysis

Job Description Summary

• The FP&A function manages all aspects of management reporting encompassing budgeting and forecasting, strategic and customer planning for the Asia Pacific region. This includes the management and execution of the corporate reporting and planning requirements.
• This position is responsible for supporting the Director and Manager, Regional FP&A across a broad spectrum of strategic processes and initiatives while managing and executing the corporate reporting and planning requirements
• Are you attracted to working in a dynamic team with exposure to diverse geographies and business functions?
• Do you have a detail-orientated work style?

Key Accountabilities

• Support the financial close process through the analysis of variances against budget, forecasts, prior year actuals, key business drivers and initiatives.
• Implement and maintain processes to ensure effective and timely generation of regional revenue forecasts and budgets.
• Develop engagement and reporting processes between RHQ, Divisions, International Markets (IMK) and various functional groups.
• Generate pertinent performance information and analysis on key business drivers of revenue, expense, contra etc. Identify and communicate risks and opportunities.
• Support Preparation of management reporting packages and financial presentations for Regional Management, IMK and other ad-hoc business reviews.
• Respond promptly to ad-hoc requests for information and analysis. Develops and/or continues improve in-region and corporate financial analysis and reporting.
• Collaborate with Regional Business Development team to include the analysis of underpinning assumptions in the management reporting process.
• Provide leadership and guidance to Divisional Finance teams on use of Hyperion for revenue forecasting.
• Apply strategic understanding of business dynamics in regional markets and competitive forces in driving creative responses and formulating mitigating strategies.
• Support continuous reviews of existing processes to assess operational efficiency and development and implementation of process improvements to ensure processes meet present and anticipated needs of internal customers, members, and other stakeholders

Support the development of the business plans and work to develop the annual plan and budget process. Also be responsible for incorporating accurate data upload into Hyperion budgeting and forecasting tool as well as for the compilation, timely completion and submission of the Preliminary Budget Review Template and CEO Review Template to IMK.

Innovation

Support continuous reviews of existing processes to assess operational efficiency and development and implementation of process improvements to ensure that processes meet the present and anticipated needs of internal customers, members, and other stakeholders

Demonstrated aptitude for finance automation and process improvement, with hands-on experience in analytics and visualization tools such as Power BI, Alteryx, Power Query, and advanced Excel to drive efficiency, insights and scalable reporting solutions

Knowledge:

• Specialized knowledge in management reporting - Chartered Accountant or CPA.
• Analytical. Have key insights across market opportunities.
• Broad based commercial awareness to manage risk versus return trade-offs.
• Understanding of all the commercial drivers impacting MasterCard’s business in the division (current and emerging product lines, services and programs)

Communication & Impact & Influence

• Influences and negotiates with the respective Divisional Finance teams who may have divergent objectives in relation to their respective business P&L. This involves challenging their assumptions to direct and shape their submissions
• Ensures that Finance is closely integrated with, and positively supports the business providing managers at all levels with the necessary information to make good business decisions; works with the management team in the development and implementation of short and medium term strategic and tactical plans and provide the financial input required to that process.

Experience/Education:

Bachelor's degree in accounting or MBA (CA/CPA/MBA Finance), finance or analysis with advanced knowledge and experience with all phases of financial planning and management. Good knowledge of Business Intelligence tools and experience with financial systems/applications (e.g. Hyperion and Oracle)Strong analytical and proven problem solving skillsSelf-motivated with a proven track record of delivering success while operating in a team environment.Ability to deliver results in a fast-paced environment with a sense of urgency and accuracyAbility to manage multiple activities of different nature in a condensed timeframeExcellent communication and presentation skillsBroad understanding of all the different areas of financeGood understanding of reporting, forecasting and budgeting techniques.Strong strategic thinking and business understanding.Strong relationship management and networking skills.

Key Success Factors of the Role Holder:

• High intellect with good commercial acumen and a creative approach to problem solving.
• Good influencing skills, she/he must be able to communicate and present to the management team, she/he must also be persuasive with a considerate but firm touch.
• Assertive, adaptable and resilient team leader able to work with different personalities.
• Good work ethics, hands-on, meticulous, but also be able to step back and see the bigger strategic picture.
• Ambitious, highly driven and motivated.
• An agent of change.
• Maturity to challenge ideas and balance opportunities and threats.

Corporate Security Responsibility

• Abide by Mastercard’s security policies and practices;
• Ensure the confidentiality and integrity of the information being accessed;
• Report any suspected information security violation or breach, and
• Complete all periodic mandatory security trainings in accordance with Mastercard’s guidelines.