Corporate FPA Analyst - TLTM SDM

RESPONSIBILITIES:
This role is a unique opportunity where you will engage in supporting activities for our Corporate
FP&A team. You will be involved with workflows centered around upholding high data integrity
financial reporting and analysis and maintaining clean process execution. Your role will be
important in upholding the basis of key data resources that feed into all FP&A reports and
processes.
The ideal candidate for this role will:
Own administrative operational cadences with the opportunity to enhance
existing processes including:
Schedule all static meetings: monthly US/EU/APAC forecast review monthly
forecast review sessions daily forecast and earnings syncs quarterly earnings
kickoffs
Rollforward and refresh process checklists the FP&A team utilizes: monthly
corporate FP&A checklist daily forecast checklist quarterly earnings TOC
Manage all communications as it relates to scenario updates: when new
scenarios are scheduled to be opened when systems will be offline confirmation
of the updated scenario matrix notifications of approaching deadlines
Performs daily validation checks of data: across Anaplan Rev/FinDM and
Workday systems
Collaborate with US Corporate FP&A analyst to standardize the annual fiscal
year rollforward process
Prepare all standard template views leveraged by the Global FP&A teams to
provide key results and performance takeaways such as:
Ensure all Anaplan GSheet saved views are current: rollforward scenarios to
reflected the most recent current / prior forecast scenarios as well as the most
current plan / target scenarios (if applicable)
Stage source reporting for monthly Flash Close pack and Estimate Pack
deliverables at the beginning of each month and then hand off to the US based
Corporate FP&A analyst
Refresh and send the monthly Close review excel template to Int’l at the
beginning of each month
Annually refresh all internal views leveraged by the US FP&A team to manage
the operating plan process
Collaborate with US Corporate FP&A analyst to identify and create new BigQuery
based automated reporting
Preserve and create source of truth materials to uphold data integrity and
alignment of results across the the broader FP&A team achieved by:
Maintaining monthly validation files: create a new SOT file for each forecast
locked for the Earnings team to leverage (forecast and guidance versions)
preearnings writeups send with end of quarter Close packs
Collaborate with the US based Corporate FP&A analyst to create the quarterly
EBinder TOC for the earnings team to reference in SmartSheets incorporating
learnings from quarterly process debrief feedback
Communicate progress made on Earnings content preparation by sending daily
Earnings drawdown emails summarizing key takeaways
Perform preliminary forecast/trend analysis and schedule creation for processes
driven by the Corporate FP&A team including:
Rollforward and refresh all Earnings P0/P1 schedules by leveraging offline excel
master packs; submit to the US Corporate FP&A analyst for review
Collaborate with US Corporate FP&A analyst to elevate EBinder refresh into a
true pushbutton refresh (partially manual today)
Drive the quarterly EBITDA SBC Gains/Losses forecasts through partnership
with Accounting
Drive the monthly tax forecast through partnership with Accounting
Be the initial liaison for all Earnings BOD and annual Operating Plan deck
summaries whose duties will include:
Stage the first pass proposals for all decks to present to the broader Corporate
FP&A team for final strawman feedback
Own all processes associated with final touches such as driving final
number/formatting checks and gauntlet reviews
30/60/90 Onboarding Plan
First 30 days
Systems access general training shadow day to day processes and
learn how LiveRamp operates and how Corporate FP&A folds in
Receive copies of standard reporting materials and study / familiarize
oneself with the content covered
3060 days
Producing first materials integrating into day to day processes of the
broader team
Taken ownership of all validation checks and communications as it relates
to updating Scenario matrixes
90 days
Directly owning and producing on given deadlines various to be defined
materials
Able to submit first deliverables independently with accuracy and
minimal support along the way
Expectations 1 year
Subject matter expert on underlying data that powers FP&A reporting and point
resource for all data validation workflows
Comfortable leveraging data to their advantage to diagnose data discrepancies
and to address adhoc reporting views
Has become the primary point of contact for all static Flash / Close / Forecast
deliverables while effectively communicating key takeaways as necessary to the
Corporate FP&A team
Creating their own ideas of new or improved processes effectively collaborating
with the broader Corporate FP&A team to execute on value driven ideas
QUALIFICATIONS:
This role requires heavy excel (pivots lookup / index / sumifs / etc. functions macro
utilization) data scrutiny and some adhoc analysis
Related work experience
Prior experience in reviewing scrutinizing and summarizing large data sets
Either exposure to or familiarity with creating financial summaries and key
takeaways
Experience with Budget vs Actuals and forecasting analysis
Systems Savviness
Mastery of Excel is a musthave
Handson experience with the following systems is nice to have:
Anaplan or comparable cloud forecasting tools
BigQuery
Looker
Salesforce
Workday
Tableau or similar data visualization tools
Gsuite experience (google products) is preferred but not required
SOFT SKILLS / PERSONALITY:
Strong analytical and communication skills
Attention to detail and the ability to manage multiple projects simultaneously are critical
Must be able to function as part of a team and adhere to strict deadlines in a fastpaced
everevolving environment.
Able to support nonfinance business partners and communicate effectively and
efficiently providing highlevel digestible insights in nonspecialists’ terms while still
being able to dig into the weeds when requested
Process driven with experience in formalizing workflows in tangible guide formats
TypeS (startup) personality: bright ethical nice curious hardworking and proactive (no
exceptions)