Lead FP&A Analyst - DT

Job Description Summary

Job Description

Roles & Responsibilites:

Grid DT FP&A

• Lead the annual operating plan (AOP) process for the DT organization in partnership with the DT Leader, DT FP&A Leader and domain leaders.

• Develop and manage long-term financial plans, including 3-year and 5-year outlooks, to support strategic decision-making.

• Partner with DT teams and domain owners to estimate and validate operating expenses, headcount costs, and capital expenditure requirements.

• Prepare, update, and communicate monthly and quarterly financial forecasts.

• Project year-end landing positions and identify potential risks and opportunities.

• Analyze actual performance against budget and forecast, providing variance analysis and clear explanations of key drivers.

• Adjust forecasts based on actual results, open purchase orders, project demand, business priorities, and planned future investments.

• Provide timely and accurate financial reporting, dashboards, and insights to DT leadership and finance stakeholders.

• Collaborate with Domain Leaders to identify and implement cost optimization initiatives.

• Lead monthly close activities, including ensuring accurate cost recording, preparing and reviewing accruals for incurred but not booked expenses, and supporting related closing and reconciliation processes.

• Manage incoming and outgoing liquidations for shared resources and purchased services across Tier 2 businesses, ensuring accurate allocation, billing, and financial reporting.

• Identify and implement process improvements to strengthen DT cost recording and forecasting, improving accuracy, consistency, and timeliness of financial reporting.

• Ensure compliance with financial policies, internal controls, and corporate planning/reporting requirements

Prolec Integration:

• Build, refine, and maintain the Smartsheet master tracker for planned, forecasted, and actual DT integration budgets across all DT workstreams.

• Develop, enhance, and maintain Smartsheet dashboards for project approvals and purchase orders, including key metrics and visual reporting such as burn-down charts, upcoming spend, spend by year, and spend by DT workstream.

• Support DT workstreams in preparing budget requests, including one-page PowerPoint charters, supporting Excel analyses, and workplan milestone documentation.

• Coordinate the DT Project Review Board process with workstream leads and Finance to ensure timely review and approval of budget requests prior to purchase order creation.

• Track and report purchase order issuance status and monitor actual spending against approved budget requests following the PO submission process.

Required Qualifications/ Skills:

• Bachelor’s degree in finance, Accounting, Business Administration, Economics, or a related field with 10+ years of experience.

• Experience with financial planning tools such as ALT@IS, Hyperion, SAP, Oracle, or similar systems. Significant experience in Financial Planning & Analysis (FP&A), finance business partnering, or related finance roles.

• Strong knowledge of budgeting, forecasting, variance analysis, and long-range planning.

• Experience supporting IT, Digital Technology, or shared services/functions finance is preferred.

Desired Characteristics:

• Strong analytical and financial modeling skills.

• Advanced proficiency in Microsoft Excel and familiarity with ERP and planning systems.

• Strong communication and presentation skills, with the ability to explain financial information to non-finance stakeholders.

• Demonstrated ability to work cross-functionally and influence decisions at multiple levels of the organization.

Additional Information