Job Description

Architect and operationalize a system-driven, driver-based forecasting function that integrates revenue, margin, and liquidity into a single source of financial truth.
This role will modernize forecasting infrastructure and eliminate manual consolidation risk.

Key Responsibilities

Forecast Architecture

• Build and maintain driver-based revenue and expense forecasting models.
• Implement and refine rolling 12-month forecast framework.
• Integrate CRM pipeline data into Adaptive planning environment.
• Establish scenario modeling capability (base, downside, stress).

Liquidity Linkage

• Partner with Finance to link revenue forecast to cash forecast.
• Develop margin sensitivity and covenant stress modeling.

BPM Automation

• Transition existing Excel-based reporting into system-driven dashboards.
• Establish KPI definitions and data governance standards.
• Reduce manual flash cycle time.

Board-Ready Output

• Deliver clean, defensible, assumption-based financial packages.
• Enable leadership to understand forward risk quickly.

What Success Looks Like in 12 Months

• Rolling forecast fully operational.
• Scenario modeling embedded into monthly review.
• Forecast-to-cash linkage visible.
• Manual reporting time reduced significantly.
• Leadership confidence in forecast integrity improved.

Ideal Profile

• 10+ years FP&A experience in PE-backed or complex services organization.
• Deep Adaptive or enterprise planning system experience.
• Strong modeling and systems mindset.
• Comfortable building infrastructure from imperfect starting point.
• Executive-ready communication skills.

This role is architecture-first, not reporting-first.