Strategic FP&A Planner: Budgets, Forecasts & Insights

Mercor; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Obsidian in San Francisco is seeking a skilled FP&A professional to own annual budgets, long-range plans, and rolling forecasts. You will build P&L, cash flow, and KPI drivers, then translate results into actionable insights for leadership.

The role emphasizes advanced Excel modeling and the ability to explain variances, not just compute them, with exposure to planning systems like Anaplan, Adaptive, or Pigment.

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 modeling

Variance analysis

FP&A experience

Planning ownership

Tools

Anaplan

Adaptive

Pigment

Job description

Obsidian in San Francisco is seeking a skilled FP&A professional to own annual budgets, long-range plans, and rolling forecasts. You will build P&L, cash flow, and KPI drivers, then translate results into actionable insights for leadership.

The role emphasizes advanced Excel modeling and the ability to explain variances, not just compute them, with exposure to planning systems like Anaplan, Adaptive, or Pigment.