Position Summary:

Leads and manages the Financial Planning & Analysis (FP&A) function, responsible for driving standardization and centralization of financial forecasting, budgeting, long-range planning, and performance reporting processes across the PLM product finance organization. Ensures the delivery of accurate, timely, and insightful financial analysis to support executive decision-making and enhance overall financial discipline.

Owns the design, implementation, and continuous improvement of FP&A processes, tools, and governance frameworks. Provides transparency into business performance through standardized reporting, analytics, and financial modeling. Works closely with Business Finance / Business Partnering teams to ensure alignment of financial plans with operational and strategic objectives.

This role manages a team of financial analysts and managers and is responsible for building a high-performing FP&A organization focused on data-driven insights, process excellence, standardization, and scalability.

Essential Functions:

• Leads financial planning processes, including monthly forecasting, annual budgeting, and long-range planning cycles.

• Owns and continuously improves financial models, planning assumptions, and forecasting methodologies, ensuring consistency and accuracy across the organization.

• Oversees preparation and consolidation of financial reports, performance dashboards, and variance analyses for senior management and executive leadership.

• Drives standardization and automation of FP&A processes, systems, and reporting frameworks to enhance efficiency and scalability.

• Guides team in performing complex financial analyses related to trends, cost structures, profitability, and business performance.

• Provides insights on financial performance drivers and key trends, ensuring transparency and consistency of financial information across stakeholders.

• Leads evaluation of financial scenarios.

• Drives closing and reporting alignment, partnering with accounting teams to ensure consistency between financial reporting and management reporting.

• Supports special financial analyses and transformation initiatives, such as cost optimization, operational efficiency programs, and organizational changes.

• Builds strong collaboration with Business Finance teams while maintaining independence of the FP&A function as the single source of financial truth.

Skills and Abilities Required:

• In-depth knowledge of financial planning, forecasting, and reporting processes, including budgeting and variance analysis.

• Strong expertise in financial modeling, analytics, and data interpretation to support decision-making.

• Advanced understanding of financial statements, accounting principles, and reporting frameworks.

• Ability to design and implement standardized processes and scalable financial systems.

• Strong analytical, communication, and organizational skills with the ability to present insights to senior leadership.

• Experience with data visualization and planning tools (e.g., dashboards, reporting systems).

• Ability to interpret financial and non-financial KPIs and translate them into actionable insights.

• Strong leadership capabilities with experience managing teams and driving performance improvements.

• Ability to operate effectively in complex, fast-changing environments, managing multiple priorities simultaneously.

Ability to adapt quickly to increasing responsibilities under the role, as and when the scope of the role expands.

Education and Experience Requirement:

• Bachelor’s degree in Finance, Accounting, or Business (required)

• MBA, CPA, or CFA preferred

• 10+ years of relevant finance experience, with significant exposure to FP&A, financial modeling, and reporting

• Proven experience managing finance teams either directly or indirectly and driving financial planning processes