Senior Financial Planning Consultant
OCLC
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At OCLC, we build technology with a purpose: to connect libraries and make knowledge accessible worldwide, because we believe that what is known must be shared. Our teams work with complex global datasets, AI and machine learning, hybrid cloud solutions, and other technologies that connect people and organizations to the information they need. We value the power of unique perspectives and experiences to unlock innovation. At OCLC, your ideas matter, whether you have two years of experience or 20. You’ll learn, create, and problem-solve with technologists, product developers, librarians, researchers, marketing pros, and support teams around the world.
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OCLC is consistently recognized as a best place to work by several independent programs We recognize and reward people and results with a comprehensive Total Rewards package. This means competitive compensation that reflects your unique contributions—performance, experience, and skills—along with exceptional benefits, including best-in-class health coverage, retirement plans with generous company contributions, and a commitment to your overall well-being.
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Free use of our on-site fitness center, gym sports, group exercise classes, and game room
Onsite catering and cafeteria subsidized by OCLC
Health and wellness events
Work environments with individual and team spaces and the latest technology tools
Paid parental leave and adoption assistance
Tuition reimbursement and Public Service Loan Forgiveness eligibility
Company-subsidized pricing on local tickets and memberships
Join us in transforming how people everywhere access information and be part of a mission-driven team that makes a global impact.
The Job Details are as follows:
Responsibilities:
Generate business profitability reports for all lines of business, ensuring they reflect underlying business activity and results of operations.
Participate in budgeting and forecasting processes by collaborating with cross-functional business partners to develop financial projections at a level of detail that enables thorough analysis and evaluation of organizational spending.
Support the development of executive-level communications pertaining to budgets, forecasts, and year-end financial results, and facilitate correspondence with various stakeholders, including the CFO.
Lead monthly forecasting and variance analysis for assigned areas by working with business partners to translate financial data into compelling stories and strategic insights through clear, executive-ready presentations that inform decisions and influence senior leadership.
Leverage technology systems and tools (e.g., ERP, CRM, BI & Analytics) and explore opportunities to incorporate AI-driven solutions to enhance financial planning processes, drive continuous improvement, and support decision-making across the organization.
Provide financial support for technology-related initiatives and projects, partnering closely with GTECH to enhance financial planning and resource allocation processes.
Administer the time tracking system to ensure alignment with the organization’s software development process and software capitalization policies.
Contribute to product profitability analysis and pricing strategies, collaborating with cross-functional teams to support business objectives and inform decision-making.
Assist with financial components of Business Plans, Business Cases, and Project Plans, including revenue, sales, costs, and capital expenses.
Participate in testing system applications for new releases or internal enhancements.
Support a wide range of FP&A functions, including ad hoc financial analysis, development of insightful reports and presentations, cross-functional collaboration to achieve team goals, and providing backup coverage to ensure consistency and organizational success
Qualifications:
Bachelor’s degree with emphasis on corporate finance and accounting. MBA or Professional certifications (CPA, CMA) preferred.
Minimum of 5 years (3 years with MBA or Professional certification) work experience in a position(s) requiring analytical and forecasting skills.
Financial and accounting skills, including preparing financial models, pricing analysis, journal entries, and reconciling balance sheets and cash flows.
Experience working in a global environment with multiple currencies and time zones preferred.
Demonstrate initiative and drive when approaching assignments.
Strong verbal and written communication skills with the ability to work across all management levels.
Strong excel skills are required
Knowledge of systems including ERP, CRM, BI & Analytics platforms, and MS Office (Excel, PowerPoint, Word); familiar with tools such as NetSuite, Adaptive, Workday, Replicon, Power BI, and AI-powered productivity tools (e.g., ChatGPT or similar) is a plus
Working Conditions: Normal office environment. Hybrid position working three days in the office and two remotely.
ADA/EAA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.