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Kofax · 3 weeks ago

Financial Analyst - FP&A Business Partnering

USA

Full-time

Onsite

Entry, Mid Level

$97K/yr - $108K/yr

2+ years exp

Kofax is a company that provides intelligent automation solutions, and they are seeking a Financial Analyst for their FP&A Business Partnering team. This role involves collaborating with business leaders to deliver financial insights, support strategic planning, and manage core FP&A processes such as budgeting and forecasting.

Business Process Automation (BPA)ConsultingRobotic Process Automation (RPA)SoftwareTraining

Responsibilities

Partner with various business functional leaders to provide financial modeling, scenario analysis, and performance insights

Manage budget and forecast processes for supported functions, including headcount planning, operating expense analysis, and investment tracking

Lead vendor spend management activities including spend analysis, mitigation opportunities, approval workflows, and visibility reporting

Support resource allocation and ROI analyses for strategic initiatives and functional investments

Deliver clear, concise financial insights that help business partners improve decision-making and performance

Partner with HR and FP&A leadership to maintain accurate company-wide headcount reporting and forecasting

Contribute to company-wide planning cycles, including annual budgeting, monthly forecasting, and R&O (risk & opportunity) analysis

Maintain and build driver-based financial models to support scenario planning and long-term analysis

Assist in preparing reporting packages, leadership updates, and executive-level presentations

Monitor actuals vs. plan and ensure accurate, timely reporting of results across supported functions

Build, enhance, and maintain financial models in Excel and enterprise planning tools (Anaplan, Adaptive Insights, Pigment, or Oracle PBCS)

Use BI tools (Tableau, Power BI) to create dashboards, automate reporting, and provide data visualization for stakeholders

Identify opportunities to streamline forecasting and reporting processes

Promote consistency and accuracy in financial data and performance metrics across FP&A

Qualification

Financial modelingAdvanced ExcelFinancial planning systemsBI toolsData interpretationAttention to detailProblem-solvingOrganizational skillsCollaboration

Required

Strong financial modeling and analytical skills with advanced proficiency in Excel

Ability to interpret data, identify trends, and communicate insights clearly

Strong attention to detail, problem-solving skills, and organizational skills

Proactive, collaborative, and able to support multiple priorities in a fast-paced environment

2-5 years of experience in FP&A, corporate finance, or financial analysis

Preferred

Experience in SaaS or software preferred but not required

Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus

Experience with BI or data visualization tools (Tableau, Power BI) is a plus

Company

Kofax

Glassdoor3.7

We moved! Follow our new page on LinkedIn @ https://www.linkedin.com/company/TungstenAutomation ---- Tungsten Automation, formerly Kofax, is the global leader in intelligent workflow automation solutions with a trusted legacy of 40 years, with a team of 2,200 employees in 32 countries, serving 25,000+ global customers.

Founded in 1991

Irvine, California, USA

1001-5000 employees