Responsibilities will include, but are not limited to the following:
- Financial Planning and Analysis:
- Prepare quarterly reporting packages for leadership and board, including variance analysis, portfolio assessment, and deriving actionable insights from data
- Manage cash flow forecasting and ensure cash is efficiently utilized across all businesses.
- Partner with portfolio company finance teams to enhance process efficiencies and drive continuous improvement
- Track key performance metrics to support strategic decisions
- Deliver ad hoc analyses to support management initiatives
- Process Automation & Data Transformation
- Build and maintain automated workflows using Alteryx, Power Query or similar tools to extract, transform and load data from SAP BPC/OneStream into structured reporting outputs
- Automate recurring reporting processes to improve accuracy, timeliness and efficiency
- Acquisition Integration and Debt Monitoring:
- Support integration of new acquisitions, including purchase price allocations, post-acquisition payments, new bottoms-up forecasts, and more.
- Prepare debt reports for lenders related to head office debt facility and review reporting requirements and covenant calculations for business unit debt facilities
- Ensure compliance with covenants through debt forecasting and interim monitoring activities
Qualifications and experience:
- Must haves:
- Accounting designation (CPA or equivalent)
- 3-5 years of FP&A or Corporate Finance experience
- Demonstrated automation experience
- Advanced Excel skills
- Strong plus points:
- Big 4 background
- Prior exposure to acquisition accounting
- Experience working in a global business with multiple currencies
- Software industry experience
Ideal Candidate:
- Excellent communication skills with the ability to instill complex data into clear insights
- A true problem solver, who thrives on using curiosity and pragmatism to propose solutions.
- Can work well independently with limited supervision, as well as in a team environment.
- Attention to detail and strong analytical skills and a passion for continuous improvement
- Ability to handle a demanding work schedule and manage time effectively to meet deadlines.
What's in It for You?
- Lots of autonomy, flexible work culture and option of fully remote work.
- Opportunity to join a fast-paced, high-growth company.
- Opportunity to learn, expand your skill set, forge lasting relationships and make your mark within the diverse and inclusive Lumine community.
