Sr Lead, Financial Planning & Analysis

fis; Florida; On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Internal career growth opportunities

Voice in fintech's future

Learning & development

Collaborative work environment

Opportunities to give back

Job summary

FIS is seeking a Sr Lead FP&A Analyst to drive financial planning, forecasting, monthly close and reporting for the Chief Client Office. You will translate results into insights, partner with finance leaders, and support investment planning and financial modeling.

Responsibilities include leading long-range planning, delivering monthly reports, and guiding automation and cost-saving initiatives to strengthen a scalable financial model.

Qualifications

• Five+ years in financial planning and analysis, budgeting, forecasts or related finance roles.
• Strong modeling, forecasting, variance analysis, and scenario planning.
• Ability to translate complex numbers into clear business recommendations.
• Excellent communication with senior leaders and ability to manage multiple priorities.
• Experience partnering with non-finance teams and improving planning routines.
• Advanced Excel skills with complex formulas and pivot tables.

Responsibilities

• Lead long-range planning, budgeting, forecasting and close reporting for the Client Office.
• Deliver monthly financial reporting and variance analysis for plan, forecast and actuals.
• Partner with leaders to develop and secure budgets, forecasts and targets.
• Evaluate and drive automation, cost-saving and investment initiatives.
• Improve processes, reporting and decision support for a scalable financial model.

Skills

Financial modeling

Forecasting

Variance analysis

Scenario planning

Excel

Communication

Prioritization

AI tools

Business partnering

Education

Bachelor's in Finance

MBA/CPA/CFA

Tools

Hyperion

Anaplan

Workday Adaptive Planning

SAP

Oracle

Job description

About the role

As a Sr Lead FP&A Analyst, you will lead financial planning, forecasting, monthly close processes, reporting and performance analysis across the Chief Client Office. You will partner with Client Office and finance leaders to develop financial plans and forecasts and translate financial results into clear business insights to drive informed business decisions, provide strategic partnership and support investment planning financial modeling and decisions. This role will also help improve the Client Office's financial operating model through automation, cost-saving initiatives and stronger planning processes. This role may span into a business finance role within the Client Office.

Your key responsibilities

• Lead long-range planning, annual budgeting, forecasting and close reporting across the Client Office.
• Deliver monthly financial reporting and variance analysis across plan, forecast and actual results for key stakeholders.
• Partner with Client Office leaders to develop, communicate and secure approval for budgets, forecasts and planning targets and provide strategic support and insights.
• Guide the financial evaluation, sizing, approval and execution of automation, cost-saving and investment initiatives.
• Improve financial processes, reporting and decision support to help build a best-in-class technology business and financial model.

What you bring

Required qualifications

• Bachelor's degree in finance, accounting, economics or a related field.
• Five or more years of progressive experience in financial planning and analysis, budgeting, forecasting or a related finance role, including support for annual budgets, monthly forecasts and long-range plans.
• Strong financial modeling, forecasting, variance analysis and scenario-planning skills, along with a solid understanding of accounting concepts.
• Proven ability to translate complex financial information into clear recommendations, communicate with senior leaders and manage multiple priorities in a fast‑paced environment.
• Strong communication skills, verbally and written with ability to articulate clear and concise financial messaging and insights
• Ability to manage multiple priorities at once and flexibility to pivot with reprioritization
• Experience partnering with business, functional, product, operations or other non-finance teams and improving financial planning and reporting routines and processes.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables and financial models.
• Knowledge and use of AI tools to streamline work processes and identify efficiencies

Preferred qualifications

• Master of Business Administration, Certified Public Accountant, Chartered Financial Analyst or a similar advanced credential.
• Experience with financial planning systems such as Hyperion, Anaplan, Workday Adaptive Planning, SAP or Oracle.

The impact you'll make

In this role, you will strengthen how the Chief Client Office plans, measures and communicates financial performance. Your work will help leaders understand tradeoffs, direct investments and identify opportunities to operate more efficiently. By connecting financial discipline with key business / functional priorities, you will drive better decision making with clearer insights and a more scalable operating model.

What we offer you

When you join FIS, you become part of a team that's shaping how the world pays, banks and invests. We're committed to helping you thrive, both professionally and personally.

At FIS, we offer you:

• Internal career growth opportunities
• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US

the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However,