Financial Planning & Analysis Specialist

Job Title: Financial Planning & Analysis Specialist

Department: Financial Operations

Reporting To: VP of Financial Operations and HR

General Summary

Reporting to the VP of Financial Operations and HR. The Financial Planning & Analysis (FP&A) Specialist is a key contributor responsible for delivering comprehensive financial and operational analyses, insights, and strategic recommendations to executive leadership and department heads. This role directly supports informed, data-driven decision-making across the organization. The primary focus is to optimize the effective utilization of the company’s financial and human capital to enhance profitability, drive sustainable growth, and mitigate financial risks.

The Financial Planning & Analysis Specialist will conduct quantitative and qualitative analysis and forecasting, examining all operational aspects to assess the Company’s progress against financial objectives and to formulate future strategic goals and plans. This role collaborates closely with department leaders to assist with and recommend strategic implementations, including but not limited to, Salesforce, AI, and other critical business applications. In conjunction with strategic guidance from leadership, the FP&A Specialist will continuously monitor economic and business trends and evaluate past company performance to proactively identify and anticipate potential obstacles and opportunities.

Principal Duties or Responsibilities:

Analysis & Reporting (30%)

• Prepares insightful reports on key financial performance metrics and trends, translating complex data into actionable recommendations for executive leadership and department heads.
• Develops and presents clear, concise, and impactful internal reports and presentations to leadership, facilitating informed strategic and operational decision-making.
• Compares historical results against budgets and forecasts and performs variance analyses and provides clear explanations for variances and proactive recommendations for performance improvements.

Forecasting (20%)

• Develops accurate financial plans and forecasts based on analysis of the Company’s operational needs.
• Designs, creates, updates, and maintains complex financial models and detailed forecasts to project the Company's future financial performance.
• Identifies and evaluates strategic growth opportunities, mapping out future expansion plans, including anticipated capital expenditures, investments, and related financial implications. Generates three- to five-year financial forecasts and long-range plans.

Compensation Planning (20%)

• Leads the strategic design, evaluation, and continuous refinement of the company's Sales Compensation Plan, serving as the Subject Matter Expert (SME) for all aspects of compensation execution and operational alignment.
• Proactively identifies opportunities to enhance plan transparency, improve data accuracy, and strengthen financial alignment, ensuring the compensation structure effectively drives desired business outcomes.
• Creates robust payout models and stress-tests plan dynamics under various scenarios, formulating strategic recommendations for improvements, risk mitigation, and alignment with growth objectives.
• Collaborates closely with sales leadership and team members to gather feedback, ensure plan comprehension, facilitate smooth implementation of changes, and prepare comprehensive project reports.
• Provides in-depth financial analysis, modeling, and recommendations to support various other strategic company initiatives and special projects focused on growth and efficiency.

Projects (20%)

• Evaluates business proposals and examines revenue and expense projects, capital expenditures and other financial concerns.
• Develops and maintains detailed financial models and scenario analyses to support project-based initiatives, ensuring comprehensive financial insights.
• Collaborates cross-functionally with various departments to assess current processes, identify bottlenecks, and recommend strategic operational improvements and technology implementations (e.g., Salesforce, AI, automation tools) to enhance efficiency, optimize workload, and drive productivity

Budgeting (5%)

• Partners closely with individual departments to facilitate the annual budgeting process, providing guidance and consolidating departmental budgets into a comprehensive organizational budget.

Other (5%)

• Performs other ad-hoc financial analysis, special projects, and duties as assigned by leadership.

Supervisory Responsibility

Supervisory responsibility refers to direct line control over a group of staff members including such matters such as recruiting and selection, compensation and promotion, performance appraisal and termination.

Decision Making

This position requires specialized training, experience and knowledge and regularly exercises discretion in carrying out the duties associated with this role. Examples of decision making and discretion include:

• Manage daily workload with input from direct leadership.
• Decide which projects and data requests require other team resources based on workload and capabilities.
• Assess and present items for the regular weekly meeting agendas for group discussion and/or raising awareness.
• Communicate with internal team members and/or Service Providers to gather and clarify required data.
• Must utilize discretion in the management and distribution of sensitive financial and operational information discussed during meetings with executive leadership.
• Utilize discretion when handling sensitive financial information and determine when and how to communicate this information to outside parties. Determine which information must be escalated or otherwise brought to the attention of direct leadership and/or executive leadership.
• Consistently work to determine areas for improvement in efficiency and/or scalability of the Financial operations, as well as other departments upon direction. Evaluate and make recommendations for innovative enhancements to operations or work processes to achieve better efficiency, scalability and cost-effectiveness.
• As appropriate, work closely with other colleagues in the finance and accounting departments to coordinate resources, activities and ensure alignment between functions.

Communications:

• Daily interface with direct leadership, and executive leadership upon request.
• Consistent and reliable communication with team members.
• Respond to internal data requests which require frequent and timely correspondence with requestor(s) via email and/or phone.
• Distribution of daily/weekly/monthly internal reports to internal teams and executive leadership.
• Regularly interface with other internal departments at weekly meetings and to address issues or resolve problems.
• Communication with Sales, Marketing, Partner Experience and Partner Services is required to facilitate data gathering and validation.
• Frequent communication with assigned sales team members regarding quota validations, payment calculations and carrier-specific issues. These can often take many rounds of back and forth communication.
• Daily communication with the VP of Financial Operations and HR, and the assigned payables processor(s) as part of processing bonus payments, other payables and other related operational matters.

Qualifications:

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (required).

Experience

• 3–5 years of relevant experience with commissions, accounting/finance or other related finance/consulting support required.
• Prior financial planning and strategizing experience strongly preferred.

Skills and Competencies:

• Ability to perform in-depth research, analysis combined with the ability to extrapolate data into meaningful observations, recommendations and compile leadership reports.
• Experience forecasting and analyzing complex financial data.
• Extensive risk management skills.
• Ability to track, plan and prepare budgets.
• Strong analytical, problem-solving and critical thinking skills
• Needs highly developed skills in Microsoft Office and other Windows-based or Mac computer applications. Must demonstrate high proficiency and experience with Excel.
• High level of integrity and discretion with an ability to responsibly handle sensitive and confidential information.
• Documented success building and implementing a financial planning program desirable.
• Must be able to effectively manage and prioritize a large workload.
• Excellent verbal and written communication and interpersonal skills.
• Must be detail, process and quality oriented. Possess strong organizational skills including excellent problem solving and analytical skills. Previous experience with high level data analysis and forecast modeling required.
• Must be motivated by working in a high energy sales environment with the ability to do independent as well as team planning and goal setting.
• Must be able to comfortably interface with senior executive leadership on a regular basis, maintaining good judgment and exercising integrity and discretion in handling very sensitive and confidential financial and operational information.
• Must be able to keep calm and perform in high pressure atmosphere.

Work Environment

The position operates in a typical open office plan environment. This role is eligible for telecommuting.

Physical Requirements (with or without reasonable accommodation)

• Able to work on a PC for extended hours.
• Able to move boxes and materials up to 30 pounds.
• Able to remain calm and focused under pressure.
• While performing the duties of this job, the employee is regularly required to sit, stand and talk for extended periods of time as well as reach with hands and arms. The employee frequently is required to use hands to finger, handle, or feel.
• The noise level is usually moderate.
• The physical and work environment demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disability to perform the essential functions.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

At Uplift Global BPO, we pride ourselves on delivering exceptional service to our agents, carriers, and partners.

Send your resume to talent@upliftglobalbpo.com and tell us why you’re the perfect fit for this exciting role!

Job Types: Full-time, Permanent

Benefits:

• Additional leave
• Company events
• Free parking
• On-site parking
• Staff meals provided

Application Question(s):

• Do you have supervisory authority? If so, for how many years?
• How many years of work experience do you have with commissions, accounting/finance or other related finance/consulting support?
• Where are you currently residing?
• Are you comfortable to work onsite?
• The role involves working night shifts, would that be something you're comfortable with?
• What is your expected salary?
• When can you start?

Work Location: In person