Location: near one of our Fortifi office locations, preferably Cleveland, Chicago, or Atlanta. Hybrid work arrangement w/ minimum 3 days in-office.
Responsibilities
Consolidated Reporting
Support the preparation, coordination, and continuous improvement of Fortifi’s consolidated reporting processes, including:
Monthly Flash reporting
Monthly MBR / MDA materials
Quarterly Board reporting and forecast packages
Annual Operating Plan (Budget) consolidation
Coordinate timelines, inputs, and deliverables across business units and functions
Prepare accurate, timely, and well-organized consolidated reporting outputs
Improve consistency in format, definitions, and presentation across reporting materials
Drive process efficiencies through use of financial software, automation, and AI tools
Forecasting & Planning
Maintain quarterly and annual assumption-based forecast models
Support standardization and enhancements of enterprise-wide forecasting methodologies, templates, and workflows
Integrate forecast models into planning tools to drive consistent, repeatable processes
Support development and long-term maintenance of a monthly rolling 12-month forecast
Improve forecasting documentation, version control, and process discipline across planning cycles
Analytics & KPI Consistency
Support greater consistency in enterprise-wide financial analysis by helping to define and enforce standard KPI definitions across business units
Leverage available software & AI tools to improve speed, consistency, and depth of analysis
Reinforce consistent application of core analytical frameworks to drive clearer, more standardized evaluation of divisional and business unit performance
Process Execution & Continuous Improvement
Own recurring FP&A deliverables and drive reliable execution of core processes
Partner with Corporate FP&A team members to embed software tools into FP&A processes
Contribute to ongoing improvement of data quality, reporting discipline, process scalability, and overall FP&A operating effectiveness
Qualifications
BS/BA in Finance, Accounting, or related field required
5–8+ years of experience in FP&A, corporate finance, or related finance roles
Experience supporting consolidated reporting, budgeting, and forecasting processes
Experience in a multi-entity, global, or private equity-backed environment preferred
Experience supporting recurring executive reporting processes such as monthly business reviews, forecast updates, and annual planning cycles
Strong financial modeling and analytical skills
Experience with financial planning tools such as Workday Adaptive and PowerBI and advanced Excel skills
Experience with reporting and visualization tools such as Power BI
Comfort leveraging software tools, automation, and AI to drive process efficiency & quality
Role Context
This role is intended to strengthen Fortifi’s FP&A operating model by supporting execution, consistency, and continuous improvement across core finance processes. In combination with other corporate FP&A team members, this position helps build a more scalable FP&A function by pairing process ownership with improved software and data capabilities.