FP&A Planning Finance WW Lead

FP&A Planning Finance WW Lead

Description -

Job Summary:

The Planning Finance role is a strategic finance leader responsible for driving financial planning, forecasting, business performance analysis, and decision support across the organization. This role partners closely with Supply Chain, Operations, Planning, Category, Commercial, and Executive Leadership teams to deliver actionable insights that optimize revenue, profitability, inventory, working capital, and operational efficiency.

The ideal candidate is a highly motivated self-starter with a strong growth mindset, exceptional analytical capabilities, and the ability to influence decisions across multiple organizational levels. This individual proactively identifies opportunities, leads complex financial initiatives, drives process transformation, and develops scalable financial solutions that enable business growth and operational excellence.

Responsibilities
 

• Leads and advises on the most crucial business initiatives, leading several analysts across sub-functions within finance and across geographies/organizations.

• Serve as a trusted advisor to senior leadership and cross-functional stakeholders.

• Influence business decisions through data-driven insights and financial expertise.

• Support long-term growth initiatives, business transformations, and operational improvement programs.

• Provide financial guidance to business leaders on investments, cost management, and resource allocation

• Supports the business in ensuring that capital strategies are operationally supported and strategically focused to secure the greatest return on investment for the global company.
• Performs highly complex financial analysis for a financial function or business, utilizing a unique understanding of the business to achieve objectives effectively.
• Drives process improvements and policy development initiatives that impact the function globally.
• Provides information and counsel in the areas of controls, budgeting, and planning, return on investment decisions, and the development of overall business plans and strategies.
• Represents the business unit during cross-regional or cross-functional planning processes.
• Contributes innovative ideas and may lead large cross-functional teams, exercising independent judgment to solve unique and complex problems impacting the business.
• Acts as a functional manager within area of expertise, developing strategy and setting functional policy and direction.
 

Process Improvement & Transformation

• Lead automation and digitization initiatives that improve financial processes and reporting efficiency.
• Simplify complex financial processes through data analytics, reporting enhancements, and scalable solutions.
• Leverage technology and AI tools to increase productivity and improve decision-making quality.
• Promote a culture of continuous improvement and innovation.

 

 

Education & Experience Recommended
• Four-year or Graduate Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence.
• Typically has 10+ years of work experience, preferably in financial management, internal audit, accounting, or a related field.

Preferred Certifications
• Certified Public Accountant (CPA)
• Certified Financial Analyst (CFA)

• Microsoft Power BI Certification

• Advanced Analytics or Data Science Certification

Knowledge & Skills
• Self-motivated and highly accountable

• Advanced Financial Planning & Analysis (FP&A)

• Financial Modeling and Forecasting

• Strategic Planning

• Business Case Development

• Variance Analysis

• Cost Management

• Working Capital Optimization

• Inventory and Supply Chain Finance

• Risk Assessment and Scenario Modeling

• Executive-Level Financial Reporting

• Key Performance Indicators (KPIs)
• Process Improvement

Cross-Org Skills
• Effective Communication
• Results Orientation
• Learning Agility
• Digital Fluency
• Customer Centricity

Impact & Scope
• Impacts large functions and leads large, cross-division functional teams or projects.

Complexity
• Provides highly innovative solutions to complex problems within established policy.

Disclaimer
• This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Job -

Finance

Schedule -

Full time

Shift -

No shift premium (Mexico)

Travel -

Relocation -

Equal Opportunity Employer (EEO) - 

HP, Inc. provides equal employment opportunity to all employees and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, citizenship, sexual orientation, age, disability, or status as a protected veteran, marital status, familial status, physical or mental disability, medical condition, pregnancy, genetic predisposition or carrier status, uniformed service status, political affiliation or any other characteristic protected by applicable national, federal, state, and local law(s).

Please be assured that you will not be subject to any adverse treatment if you choose to disclose the information requested. This information is provided voluntarily. The information obtained will be kept in strict confidence.

For more information, review HP’s EEO Policy or read about your rights as an applicant under the law here: “Know Your Rights: Workplace Discrimination is Illegal"