Financial Planning Manager
1 week ago
We are seeking a detail-oriented and analytical
Financial Planning & Analysis (FP&A) Specialist
to join our Finance team in the fast-paced and growing background verification industry. This role will be pivotal in supporting strategic decision-making by providing accurate forecasting, budgeting, and financial insights. The ideal candidate will have a strong understanding of financial modeling, cost control, and industry-specific metrics such as verification volume, turnaround time, and client retention profitability.
Key Responsibilities:
- Develop, maintain, and improve the annual budgeting and quarterly forecasting processes.
- Conduct detailed financial analysis to support strategic initiatives, pricing strategies, and operational efficiency in background verification processes.
- Prepare monthly and quarterly financial performance reports with variance analysis and key performance indicators (KPIs).
- Collaborate with operational and sales departments to forecast demand, analyze revenue streams, and optimize cost structures.
- Partner with the IT and Ops teams to understand system/data implications on financial metrics and reporting.
- Build dashboards and models to evaluate profitability by client, product line (e.g., criminal checks, education checks, employment verification), and geography.
- Monitor financial risks and opportunities, providing recommendations for improvement.
- Support investor reporting, board presentations, and ad hoc analysis.
- Ensure compliance with internal controls, policies, and regulatory financial reporting requirements.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (CA/MBA/CPA/CMA preferred).
- 3–7 years of experience in financial planning and analysis, preferably within services, SaaS, or compliance-driven industries.
- Strong analytical and quantitative skills with proficiency in financial modeling and Excel.
- Experience with financial software/tools (e.g., NetSuite, SAP, Oracle, Power BI, Tableau).
- Understanding of background verification industry metrics and compliance requirements is a plus.
- Excellent communication skills and ability to work cross-functionally.
Key Competencies:
- Strategic thinking with attention to detail
- Strong business acumen and process orientation
- Adaptability in a fast-paced, evolving industry
- Ethical mindset and discretion with sensitive information
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