Financial Planning and Analysis Specialist
Job Description
At Opkey, we are disrupting the space of ERP transformation testing by building an AI-powered No Code Testing platform for Enterprise business applications (like Oracle Fusion Cloud, SAP S4Hana, SAP, Workday, Salesforce, and the likes). Opkey is a fast-growing VC-backed continuous end to end test automation software company headquartered in Dublin, California, with additional offices in Pittsburgh (opened in 2022), NYC (opened in 2022), & India (Noida & Bangalore).With the test automation market growing 20% annually, it&aposs estimated to reach $50 billion by 2026. Trusted by 250+ enterprise customers, including GAP, Pfizer, and KPMG.
We are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our finance team. The ideal candidate will be responsible for budgeting, forecasting, financial modelling, variance analysis, and providing strategic insights to support decision making.This role will work closely with senior management, accounting, and business units to optimize financial performance.
Key Responsibilities:
Financial Planning & Forecasting:
Develop and maintain financial models to support business decision-making.
Lead the annual budgeting and forecasting processes, ensuring accuracy and alignment with business objectives.
Monitor and update rolling forecasts, identifying key trends and variances.
Financial Analysis & Reporting:
Conduct variance analysis and provide insights into revenue, expenses, and profitability.
Prepare monthly, quarterly, and annual financial reports for senior leadership.
Identify key performance indicators (KPIs) and track financial performance against targets.
Assist in board presentations, investor reports, and executive summaries.
Business Strategy & Decision Support:
Provide data-driven insights to support strategic initiatives and business decisions.
Conduct ad hoc financial analysis to evaluate new business opportunities, cost-saving measures, and investment plans.
Partner with department heads to improve financial performance and drive operational efficiencies.
Process Improvement & Automation:
Identify opportunities to enhance financial processes, reporting automation, and data visualization.
Work with ERP and EPM systems to improve financial planning capabilities.
Collaborate with IT and Finance teams to implement BI tools and dashboards.
Qualifications & Skills:
Bachelors/masters degree in finance, Accounting, Economics, or a related field.- 7 years of experience in FP&A, Corporate Finance, or Financial Analysis.
Strong expertise in financial modeling, forecasting, and budgeting.
Proficiency in Excel, Power BI, SQL, and financial planning tools (SAP, Oracle EPM, Anaplan, etc.).
Knowledge of GAAP, financial statements, and accounting principles.
Excellent analytical, problem-solving, and communication skills.
Ability to work in a fast-paced environment and manage multiple priorities.
Preferred Qualifications:
Experience in ERP/EPM implementation.
Industry experience in [Specify Industry e.g., SaaS, Manufacturing, Banking, etc.].
MBA, CFA, CPA, or other relevant certifications are a plus.