Senior FP&A Leader: Strategy, Forecasting & Insights

Storyteller Overland, LLC; Birmingham (AL); On-site; USD 100,000 - 150,000; Full time

Job summary

Storyteller Overland, LLC is seeking a Senior Financial Planner & Analyst to drive budgeting, forecasting, and performance analysis. You will build sophisticated financial models, analyze trends, and deliver insights to leadership to guide strategic decisions.

The role emphasizes proactive problem-solving, clear communication, and collaboration across departments. The position requires 5+ years in FP&A or related fields, advanced Excel skills, and experience with Planful, Power BI or Tableau.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
• 5+ years of experience in financial planning and analysis, corporate finance, or related roles.
• Advanced proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau).
• Strong understanding of accounting principles and financial systems (e.g., SAP, Oracle).
• Excellent communication and presentation skills with a focus on influencing and collaborating with stakeholders.

Responsibilities

• Develop budgets and financial forecasts to guide decision-making.
• Provide detailed analysis of financial performance and variances.
• Support long-term strategic goals by analyzing financial trends and market conditions.
• Lead the preparation of annual budgets, long-term financial plans, and rolling forecasts.
• Present financial results, forecasts, and recommendations to executive leadership.

Skills

ERP experience

Data analysis

Financial modeling

Excel

Communication

Cross-functional

Education

Bachelor’s in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Planful FP&A

Power BI

Tableau

SAP

Oracle

Job description

Storyteller Overland, LLC is seeking a Senior Financial Planner & Analyst to drive budgeting, forecasting, and performance analysis. You will build sophisticated financial models, analyze trends, and deliver insights to leadership to guide strategic decisions.

The role emphasizes proactive problem-solving, clear communication, and collaboration across departments. The position requires 5+ years in FP&A or related fields, advanced Excel skills, and experience with Planful, Power BI or Tableau.