Strategic FP&A Lead: Budgeting & Forecasting

Obsidian; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Obsidian is building a high-quality library of corporate FP&A work products. You'll complete self-contained planning exercises from mock files (actuals, driver schedules, department budgets) and produce the deliverable for each, graded against a rubric.

The role focuses on planning and forecasting ownership—not month-end close—requiring you to own the entire cycle: annual budgets, multi-year plans, rolling reforecasts, headcount and capex, plus variance analysis and cost allocations.

Qualifications

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

Variance explanation

Forecasting

Tools

Anaplan

Adaptive

Pigment

Job description

Obsidian is building a high-quality library of corporate FP&A work products. You'll complete self-contained planning exercises from mock files (actuals, driver schedules, department budgets) and produce the deliverable for each, graded against a rubric.

The role focuses on planning and forecasting ownership—not month-end close—requiring you to own the entire cycle: annual budgets, multi-year plans, rolling reforecasts, headcount and capex, plus variance analysis and cost allocations.