Sr. Specialist, Corporate Financial Planning & Analysis

Overview

The Sr. Specialist, Corporate FP&A, plays a critical role in driving the global financial planning and analysis process for the organization, reporting into our Director, FP&A. This position leads the global forecasting cadence, consolidates international forecasts, manages corporate-level financial outlooks, and provides executive-ready reporting that supports strategic decision-making. The role partners closely with regional finance teams, corporate leadership, and business unit stakeholders to ensure accuracy, consistency, and insights across all financial deliverables.

Since our founding in 1994, Prosci has been laser-focused on change. By combining our deep understanding of people with a proven methodology rooted in the creation of the ADKAR® model, we’ve helped countless people and organizations thrive. Our solutions empower customers with lasting change resiliency through a unique blend of training, advisory services, and licensing options, including Kaiya, our AI change management coach.

At Prosci, we are a purpose-driven organization full of passionate, curious, and results-oriented people. Working at Prosci means being part of a dynamic team that is dedicated to our purpose of creating a world where change is done right. Join us and be part of a culture that thrives on continuous learning, growth, and making a difference.

Check out our website for more about our team and approach: https://www.prosci.com/about.

Key Responsibilities

Key role responsibilities include but are not limited to the following:

Global Planning & Forecasting

• Lead and manage the global financial planning cadence, ensuring timelines, deliverables, and communications are clear across all regions and business units.
• Own the global forecast consolidation process, validating inputs, identifying risks/opportunities, and ensuring completeness and accuracy.
• Prepare the monthly Corporate Forecast, partnering with FP&A leaders and cross-functional stakeholders to synthesize trends and business drivers.
• Manage the quarterly Market Forecast process, including developing templates, gathering inputs, analyzing market-driven assumptions, and presenting consolidated insights.

Reporting & Performance Management

• Own and publish the Corporate Scorecard, including monthly KPIs, financial metrics, and business performance commentary.
• Prepare Budget vs. Actual (BvA) reports with variance drivers, trend analysis, and actionable insights for senior leadership.
• Support development of Executive and Board-level reporting packages.

Budget & Annual Planning

• Lead the annual budgeting process, including timeline planning, financial modeling frameworks, stakeholder alignment, and consolidation.
• Drive process improvements to enhance budgeting accuracy, efficiency, and business engagement.

Cross-Functional Collaboration & Process Improvement

• Partner with regional and functional finance leaders to ensure consistent assumptions, methodologies, and processes.
• Identify and implement improvements in forecasting tools, FP&A systems, and data integrity.
• Support ad hoc financial analysis for strategic projects, investment evaluations, and leadership inquiries.

Requirements:
Success Profile

Based on this role’s scope and responsibilities, we are seeking candidates with the following minimum qualifications, skills, attributes, and competencies.

Competencies

• Manages Complexity – Uses analytical thinking, able to break down complex problems, identify key drivers, and synthesize findings.
• Communicates Effectively – demonstrates the ability to deliver clear and concise insights tailored to Executive audiences.
• Collaborates - Builds strong relationships across regions and functions.
• Process Ownership: Comfortable leading large-scale processes with multiple stakeholders and tight deadlines.
• Continuous Improvement Mindset: Always seeking better, faster, more effective ways to work.

Technical/Functional Skills

• Strong financial modeling, forecasting, and budgeting skills.
• Proven experience consolidating financial results across multiple business units or regions.
• Advanced proficiency in Excel and financial systems (e.g., Power BI, Business Central, Xero, or similar).
• Strong preference for PowerBI.
• Ability to interpret complex financial data and communicate insights to senior leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of experience in Corporate FP&A or related analytical finance roles.
• Strong preference for SaaS or Professional Services background.

Additional Information

Travel Requirements: This role requires minimal travel, up to 2 times per year, for company events and/or team meetings.

Work Location: This is a remote role within the US.

Compensation: $97,000 - $125,000 USD is the projected range of annual base salary for this role depending on the candidate’s overall qualifications and experience. This role is eligible for inclusion in our bonus program.

Benefits: Through our experience and strategic focus on the people side of change, we know that by taking care of our people, we are taking care of our business. In addition to the compensation detailed above, we offer comprehensive wellness benefits, including generous flexible paid time off, holidays and volunteer time, medical, dental, vision, long-term and short-term disability programs, life insurance, pet insurance, 401k with company matching, and access to LinkedIn Learning. Our “mostly virtual” culture is vibrant with many opportunities to collaborate with colleagues from around the world, get involved in employee-led interest and resource groups, and to meet up with team members at in-person local or market-wide events.

We hope you're interested in making a difference with us. Even if you don't feel that you meet every requirement listed in this job description, we still encourage you to apply. Prosci is an equal opportunity employer that is committed to inclusion and diversity. Employment opportunities at Prosci are available to all applicants, without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, age, disability, veteran status, or any other legally protected characteristics. You can learn more about our efforts to build a more inclusive, equitable and diverse organization: https://www.prosci.com/about/dei.

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