Institutional Investment Consulting Associate supporting a diverse range of institutional clients at Mercer. Collaborating with experts to build portfolios and analyze performance in a hybrid work environment.
About the role
- Senior Manager, FP&A leading planning, forecasting, and reporting processes at RigUp. Driving insights for growth strategy and business performance in the energy sector.
Responsibilities
- Lead annual budgeting and recurring forecast processes, partnering with business leaders to align financial plans with company strategy
- Develop short-term and rolling forecasts to provide timely visibility into performance and risks
- Monitor budget vs. actuals, proactively identifying variances and recommending corrective actions
- Own monthly and quarterly financial reporting packages for senior leadership and the Board
- Provide clear, data-driven commentary on business performance, trends, and key drivers
- Standardize reporting tools and dashboards to improve accuracy, efficiency, and scalability
- Leverage and improve current systems, including, but not limited to Adaptive and Netsuite
- Drive the budgeting and forecasting process to ensure FP&A alignment with the executive team and business
- Prepare financial analysis and forecasting for the board of directors
- Provide strategic inputs to forecasting models
- Oversee the cash flow analysis and financial modeling for key projects to understand return-on-investment (ROI) and the impact on the long-term financial forecasts
- Refine detailed data into real time reporting, company level communications, and executive/board level presentations
- Influence financial planning and strategic decision using data-driven recommendations
- Partner with Sales, Operations, and Engineering to establish and track GTM performance metrics
- Drive end-to-end sales operations support, including territory planning, quota setting, and incentive design
- Deliver insights that influence resource allocation, sales efficiency, and investment decisions
- Act as a trusted advisor to ELT, providing forward-looking analysis to inform decision-making
- Build and manage relationships across Finance, Sales, and Operations to ensure alignment on goals and execution
- Mentor junior analysts, foster a culture of analytical rigor, accountability and continuous improvement
Requirements
- Bachelor’s degree in in Finance, Accounting, Mathematics, Statistics, or similar field or equivalent professional experience
- 7+ years of finance experience, FP&A experience highly preferred
- 3+ years of people management experience including supporting their growth
- Proven ability to complete analysis and leverage data in decision making
- Excellent understanding of GAAP and financial statements
- Experience developing consolidated financials and detailed expense reporting for use across the organization
- Exceptional financial modeling and analytical skills, using key tools within
- Excellent verbal and written skills
- Expert problem solving and analytical and system skills
- Proven ability to identify stakeholders, establish relationships, and influence
- Excellent judgment, critical-thinking, and decision-making skills, balancing attention to detail with swift execution
- Demonstrated ability to translate financial analytics into clear and insightful recommendations for the business and other stakeholders
- Strong data visualization and financial storytelling abilities
- Experience in a fast-paced and frequently changing environments.
Benefits
- Flexible paid time off for full-time employees
- Medical, dental, and vision insurance
- Telehealth
- 401(k) with company matching contribution
- Flexible remote work support where applicable
- WFH Contribution
- Wellness allowance
- Calm App
- Learning opportunities
- Financial planning support
- Parental leave
- Employee Assistance Program
- Pet Insurance
- Opportunity to earn bonus, commission, and/or equity
- Onsite Gym
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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