Investor Relations Manager @ Eastlake Exploration & Production Limited, Treasury Manager, Finance Manager, Oil & Gas, Upstream, Financial Analyst, Banker,, Auditor, Planning & Forecasting, Budgeting, Financial Reporting
Financial Planning & Analysis (FP&A) professionals play a crucial role in organizations, helping guide financial planning and business strategy through data analysis and financial forecasting. The roles and responsibilities of FP&A professionals can vary significantly based on the size and structure of the organization, as well as the level of seniority. Below is a breakdown of common FP&A roles across different teams and levels of seniority, along with typical job descriptions for each. FP&A Roles by Team 1. Regional Team • Description: Focuses on financial planning and analysis for a specific region. Responsibilities include analyzing regional financial results, forecasting future performance, and supporting regional management with data-driven insights. 2. Country Team • Description: Similar to the regional team but focused on a specific country. This role involves close interaction with local operations to understand and influence financial outcomes. 3. Revenue Team • Description: Specializes in revenue forecasting and analysis. Tasks include analyzing revenue streams, assessing market trends, and supporting sales strategies with financial insights. 4. Expense Team • Description: Concentrates on managing and analyzing company expenses. Responsibilities include budgeting, forecasting expenses, and identifying opportunities for cost reduction. 5. Consolidation Team • Description: Works on consolidating financial data from various departments or segments of the business. This role is crucial for accurate reporting and analysis at the organizational level. 6. Specialized Roles • Description: Includes niche roles such as tax planning, treasury, risk management, etc., depending on the organization’s needs. 7. Finance Business Partner • Description: Acts as a bridge between finance and other departments, ensuring that financial analysis and planning support broader business objectives. 8. Center of Excellence • Description: Focuses on streamlining and improving financial processes and methodologies across the organization to enhance overall financial performance. 9. Mid-Size Organizations (Full P&L) • Description: In smaller or mid-sized organizations, FP&A professionals may oversee the full profit and loss responsibilities, requiring a broad understanding of all financial aspects of the business. FP&A Roles by Seniority 1. FP&A Analyst / Senior Analyst • Description: Responsible for collecting, analyzing, and reporting financial data. Tasks include variance analysis, assisting in the budgeting process, and providing analytical support to senior FP&A staff. 2. FP&A Assistant Manager / Manager / Senior Manager • Description: Oversees a team of analysts and is responsible for larger or more complex financial planning and strategic projects. This role involves significant interaction with senior management to inform and influence decision-making.
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Different organizations have varying roles for FP&A Professionals. The job description for FP&A also differs across organizations and seniority. Here are the most common FP&A Roles and Job Descriptions 📌 FP&A Roles ✅ Regional Team ✅ Country Team ✅ Revenue Team ✅ Expense Team ✅ Consolidation Team ✅ Specialized Roles ✅ Finance Business Partner ✅ Center of Excellence ✅ Mid Size Organisations (Full P&L) 📌FP&A Roles (as per Seniority) ✅ FP&A Analyst/ Senior Analyst ✅ FP&A Assistant Manager / Manager / Senior Manager ✅ FP&A AVP/ Director/ VP / SVP Share your thoughts in the comments below 👇 ---------------------------------------------------------------- I'm Asif Masani Co Founder and Lead Faculty at FP&A Professionals Institute On a mission to help 1M Finance Professionals master FP&A Skills. Click my Name + Follow + 🔔
