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FP&A Business Partner

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Thrivent

3mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Accounting & Tax
    Banking & Finance
  • Minneapolis

AI generated summary

  • You need a bachelor’s degree in finance/accounting, 3-5 years FP&A experience, strong analytical and Excel skills, and the ability to manage deadlines and interact effectively with all management levels.
  • You will engage with leaders for financial planning, deliver analysis and forecasts, manage expenses, support investment reviews, analyze contracts, and present findings on performance and KPIs.

Requirements

  • Bachelor’s degree in accounting, business, or finance required; advanced degree in finance or professional designation (e.g., CPA, CMA, MBA) preferred.
  • FP&A, financial analysis or public accounting experience required.
  • Successful experience in financial forecasting, budgeting, business partnership, and financial modeling required.
  • 3-5 years financial planning & analysis experience or other similar experience.
  • Advanced skills in spreadsheet/database applications.
  • Experience in PowerPoint with desire to develop executive level presentation skills.
  • Critical thinker.
  • Must be able to handle multiple priorities and deadlines independently.
  • Demonstrated ability to interact with all levels of management and employees, demonstrating strong interpersonal skills and the ability to constructively handle conflict.
  • Ability to work independently and demonstrate initiative.
  • Ability to proactively identify issues and take on additional challenges as needed.

Responsibilities

  • Develop partnerships with business leaders across the organization to engage in financial planning activities and facilitate decision-making supported by strategic financial analyses.
  • Deliver financial analysis, planning/forecasting and decision-making support to multiple business areas and facilitate key business routines such as quarterly forecast, annual and long-range planning.
  • Support division leaders in managing over $1 billion in organization expenses and recommend appropriate levels of spending and potential areas of cost reduction resulting in improved financial results for the organization.
  • Own, partner, and deliver business analyses to report results, identify issues, support decision making, present solutions to business leaders, and influence leaders and their management teams to act upon the information supplied.
  • Serve as a partner to divisional management in the monthly review and updating of financial forecasts on a rolling basis; work with corporate finance to review affordability of expenses and adjust as needed.
  • Support resource investment analysis processes across a portfolio of projects. Provide oversight on resource investments to ensure desired outcomes and ROI levels are achieved.
  • Review payments and build out monthly accruals of contractual obligations.
  • Analyze contract renewals to understand impact to financial forecast.
  • Manage CapEx and labor capitalization financial forecast.
  • Develop concise communications and present findings to leaders on topics such as business performance, KPIs, and investment analysis.

FAQs

What is the primary purpose of the FP&A Business Partner role?

The primary purpose of the FP&A Business Partner role is to connect business and finance strategy and delivery to drive business performance, supporting strategy, planning, decision-making, and overall financial performance in partnership with senior business leaders.

What are the key responsibilities of the FP&A Business Partner?

Key responsibilities include developing partnerships with business leaders for financial planning, delivering financial analysis, managing expenses, conducting business analyses, supporting resource investment analysis, and developing communications to present findings to leaders.

What qualifications are required for this position?

A Bachelor's degree in accounting, business, or finance is required, along with FP&A, financial analysis or public accounting experience, financial forecasting, budgeting, and financial modeling skills. An advanced degree or professional designation is preferred.

How many years of experience are required for this role?

3-5 years of financial planning & analysis experience or similar experience is required.

Are there any specific technical skills necessary for the role?

Yes, advanced skills in spreadsheet/database applications and experience in PowerPoint are necessary, with a desire to develop executive-level presentation skills.

What characteristics are important for someone in the FP&A Business Partner role?

Important characteristics include being a critical thinker, managing multiple priorities, demonstrating strong interpersonal skills, and being proactive in identifying issues.

What is the salary range for this position?

The salary range for this full-time role is $88,132.00 - $119,236.00 per year, with compensation determined by various factors including location and relevant experience.

What benefits are offered to employees in this role?

Benefits may include medical, dental, and vision insurance, health savings accounts, retirement plans, paid time off, sick leave, volunteer time off, and other employee benefits.

Can you describe the work arrangement for this position?

The position allows for a flexible work arrangement, meaning employees may work on-site and/or remotely from the Minneapolis, MN or Appleton, WI area.

Is Thrivent an equal opportunity employer?

Yes, Thrivent provides Equal Employment Opportunity (EEO) without regard to various protected statuses and is committed to providing reasonable accommodation to individuals with disabilities.

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Thrivent

Finance
Industry
501-1000
Employees
1902
Founded Year

Mission & Purpose

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.  As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.