Business Analyst & FP&A Functional Expert

About TSR:

TSR is a relationship-based, customer-focused IT and technical services staffing company.

For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of companies both large and small with well refined candidate screening, timely placement, and a real understanding of the right skill sets required by our clients.

Mission & Vision

We do not believe in building a vision around the company but building a company around our vision, which is simply;

Every employee's voice matters, their effort is appreciated, and their talent is rewarded.

We challenge each employee daily, to raise the bar on how we treat our consultants and candidates. For far too long in this industry, candidates have been ghosted, lied to, or placed at a client and then forgotten about. Each day our staff works tirelessly at qualifying and placing, top talent with our clients, in a compassionate and caring manner.

Not every candidate is a match for the job, but every candidate and consultant will be treated with respect and professionalism.

Business Analyst & FP&A Functional Expert

Job Description

• Location: San Francisco, California
• Type: Direct Placement
• Job #80584
• Salary: $140,103 Annually

Our client, a leading nonprofit organization, is hiring a Business Analyst & FP&A Functional Expert for a full time, direct hire opportunity. Wil report to the Director of Budget Services to provide essential support implementation and management of FP&A. (Job ID# 80584)

• Location: San Francisco, CA (Preferred) or Washington DC
• Hybrid: 2 days/week onsite
• Salary Range: $95-140,000/year + benefits
• Full time, direct hire, W2

Position Duties and Responsibilities:
We are seeking a highly motivated, driven, and intellectually curious Business Analyst to join our team. In this role, you will collaborate with cross-functional teams to support a wide range of analytical tasks, contributing directly to our FP&A systems transformation roadmap. You will play a critical role in implementation, driving key initiatives, identifying opportunities for process improvements, and ensuring the successful execution of projects that enhance our financial processes. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to translate complex data into actionable insights that support strategic decision-making. This position will report to the Director of Budget Services and works closely with the Director of Business Information Services.

Technical Skills:

• Monitor and administer FP&A module leveraging skills with business systems and applications design, integrations, and configuration
• Provide FP&A support to the finance team, budget users, and leadership
• Work with stakeholders to gather and analyze requirements for system changes, business process changes, and new reports
• Utilize FP&A business intelligence tools to design and build reports and dashboards for team members and end users
• Support data integration from various systems and flat files
• Able to validate, analyze, and slice large sets of data
• Provide technical support and troubleshooting for FP&A application
• Advanced Excel formula skills
• Support team members to enhance user experience with the FP&A tool and reports

Financial Business Analyst Skills:

• Use FP&A, ERP, BI, excel, Cognos reporting and other enterprise application tools to prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting
• Use of scenario and sensitivity analysis to forecast possible outcomes facilitates using this information to create key metrics for monitoring
• Work on corporate projects and initiatives that impact the entire organization
• Develop and continually improve budgeting, financial projections, and operating forecasts
• Partner with the accounting team during the close process, which includes reviewing the organization's general ledgers, and providing P&L and Cash variance explanations to budget and forecasts
• Identify areas for revenue opportunities and cost improvements
• Serve as Finance liaison to the organization by working closely with them in understanding their business, supporting their initiatives, and general financial inquiries
• Identify and research variances regarding forecast, budget, and prior-year expenses
• Assist in automating the consolidated reporting process
• Conduct necessary account and system reconciliations
• Review financial reports, presentations, and other management reporting needs
• Additional responsibilities as assigned

Requirements:

Education and Experience:

• Bachelor's degree in accounting, Finance, or Business Systems, or 5+ years of related experience or certifications.
• 3 + years experience as a functional expert with multi-dimensional FP&A modeling tools like Unit4, Anaplan, TM1, or Adaptive Planning.
• 3+ years of experience in creating reports and dashboards with FP&A BI tools.
• Experience and knowledge of SQL and data warehousing data integration are preferred.

Skills and Abilities:

• Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex data, identify trends, and make data-driven recommendations. Excellent Excel and Excel formulas skills.
• Systems skills: Experience with business systems and applications design, monitoring, support, and configuration and strong knowledge of accounting/financial/operational principles, budgeting, and forecasting.
• Communication Skills: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely to various audiences.
• Stakeholder Management: Demonstrate ability to collaborate with and manage relationships with diverse stakeholders, including technical teams and senior staff.
• Attention to Detail: Strong attention to detail, committed to accuracy and quality in all work outputs.
• Process Improvement Mindset: Experience in identifying process inefficiencies and implementing improvements to enhance productivity and efficiency.
• Adaptability and Learning Agility: Ability to quickly learn new concepts, systems, and tools. Willingness to adapt to changing priorities and environments.
• Experience providing training or leading presentations a plus.
• Problem-Solving Orientation: Proven ability to think critically and creatively to address complex challenges and develop effective solutions.
• Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and projects simultaneously, meeting deadlines and maintaining high standards.