Sr Lead, Financial Planning & Analysis

FIS Management Services LLC; Jacksonville (FL); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Internal career growth opportunities

Voice in fintech

Always-on learning and development

Collaborative work environment

Opportunities to give back

Job summary

FIS is seeking a Sr Lead FP&A Analyst to drive financial planning, forecasting and monthly close across the Chief Client Office. You will partner with finance leaders to develop plans, translate results into clear business insights and influence investment decisions.

The role focuses on automation and improving the operating model while supporting senior leadership with strategic financial guidance. The ideal candidate has a strong FP&A background, advanced Excel skills, and experience applying

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.
• Strong financial modeling, forecasting, variance analysis and scenario-planning skills.
• Ability to translate complex financial information into clear recommendations and communicate with senior leaders.
• Advanced Microsoft Excel skills and knowledge of AI tools to streamline processes.
• Experience partnering with non-finance teams and improving planning routines.

Responsibilities

• Lead long-range planning, annual budgeting, forecasting and close reporting across the Client Office.
• Deliver monthly financial reporting and variance analysis for plan, forecast and actual results.
• Collaborate with Client Office leaders to develop budgets and secure approvals.
• Evaluate automation, cost-saving and investment initiatives.
• Improve financial processes and decision support to build a scalable model.

Skills

FP&A

Forecasting

Variance analysis

Scenario planning

Excel

Communication

Cross-functional

Financial modeling

AI tools

Automation

Education

Bachelor's degree in finance

Tools

Hyperion

Anaplan

Workday Adaptive

SAP

Oracle

Job description

Job Description

Every day at FIS, innovators, problem solvers and changemakers work together to create technology that advances the world of finance. We embrace new ideas, challenge what's possible and empower our teams to make a lasting impact. If you're ready to help shape the future of fintech, unlock your next chapter with FIS.

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

• 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

• 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, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case‑by‑case basis.

Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.