Specialist – Financial Planning & Analysis

Company Overview:

When it comes to IT solution providers there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings theres really only one: Zones First Choice for

Zones is a Global Solution Provider of end-to-end IT solutions with an unmatched supply chain. Positioned to be the IT partner you need Zones a Minority Business Enterprise (MBE) in business for over 35 years specializes in Digital Workplace Cloud & Data Center Networking Security and Managed/Professional/Staffing services. Operating in more than 120 countries leveraging a robust portfolio and utilizing the highest certification levels from key partners including Microsoft Apple Cisco Lenovo Adobe and more Zones has mastered the science of building digital infrastructures that change the way business does business ensuring whatever they need they can Consider IT Done. Follow Zones LLC on Twitter @Zones and LinkedIn and Facebook.

Position Overview:

Senior finance leadership role responsible for financial planning forecasting management reporting and performance insight across GBSC/Global. The role partners closely with regional leadership to drive better decisionmaking accountability and commercial outcomes while continuing to modernize Financial Planning & Analysis processes tools and governance.

What youll do as Specialist FP&A:

Employees employed in the role of Specialist FP&A shall be required to apply their independent mind and demonstrate intellectual abilities in their decision-making.

The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Support and drive financial planning activities with a strong focus on budgeting rolling forecasts and in-depth financial analysis to enable effective decision-making.
• Lead and coordinate the annual budgeting process including timeline management stakeholder alignment and consolidation of inputs across functions.
• Develop robust and detailed budget models ensuring alignment with overall business strategy and financial targets.
• Perform regular tracking of budget vs. actual performance clearly highlighting key variances underlying drivers and recommended actions.
• Own and manage the rolling forecast process on a monthly or quarterly basis ensuring continuous updates based on latest business performance.
• Work closely with stakeholders to refine assumptions improve forecast accuracy and incorporate changes in market conditions or business strategy.
• Drive improvements in forecasting methodologies to enhance predictability and reliability of financial outlooks.
• Conduct detailed variance analysis across actuals budget and forecast identifying trends risks and opportunities.
• Provide actionable insights and recommendations to support business decisions and improve financial performance.
• Analyze key revenue and cost drivers supporting both short-term performance management and long-term planning.
• Prepare high-quality management reports dashboards and presentations for senior leadership highlighting key financial insights.
• Translate complex financial data into clear concise and business-friendly insights.
• Act as a business partner to cross-functional teams understanding operational drivers and providing financial guidance.
• Support strategic initiatives investments and cost optimization efforts through data-driven analysis.
• Collaborate with stakeholders to ensure financial discipline and alignment with business objectives.
• Develop maintain and continuously improve financial models reporting templates and dashboards.
• Leverage tools such as advanced Excel Power BI and ERP systems (e.g. D365 Adaptive) for efficient reporting and analysis.
• Ensure data accuracy consistency and integrity across all financial reports and systems.
• Strong analytical thinking problem-solving ability and attention to detail
• Effective communication and stakeholder management skills with the ability to influence decision-making
• Experience in multinational or matrix organizations familiarity with ERP systems and progress toward ACCA CFA or CIMA qualifications will be an advantage
• Own and optimize FP&A tools (e.g. Adaptive Power BI) and automation
• Build and lead a highperforming FP&A and reporting team

Required Experience

• Extensive experience in FP&A financial planning or management reporting
• Strong commercial acumen and senior stakeholder partnering experience
• Proven leadership and people management capability
• Advanced experience with FP&A systems and analytics tools
• Excellent communication skills with executivelevel audiences

Success Looks Like

• Faster more accurate and valueadding forecasts
• Clear decisionfocused management reporting
• Stronger financial insight supporting GBSC/Global leadership
• Improved automation and reduced manual effort
• A trusted businesscentric FP&A function

Zones offers a comprehensive Benefits package