Sr. Financial Planning Analyst – Planning & Controls

The Senior FP&A Analyst – Planning & Controls plays a key role in supporting financial planning, analysis, and financial governance at OUES. 

This hybrid role combines forward-looking financial planning and analysis (approximately 60%)—including budgeting, forecasting, and performance reporting—with finance controls and operational oversight (approximately 40%), including vendor management, invoice workflow monitoring, and support of monthly close activities. 

The analyst will serve as a key liaison between OUES and its outsourced accounting partner, ensuring financial processes operate efficiently, controls are followed, and financial data is accurate and reliable. 

Success in this role requires strong analytical capability, attention to detail, and a proactive approach to identifying risks, improving processes, and ensuring financial discipline in a fast-paced, growing organization. 

 

Key Responsibilities: 

Financial Planning & Analysis (~60%) 

· Support development and maintenance of annual budgets, forecasts, and multi-year financial models 

· Perform variance analysis (budget vs. actuals) and identify key drivers of financial performance 

· Build and maintain financial models and reporting to support executive decision-making 

· Partner with cross-functional teams (marketing, enrollment, operations) to evaluate performance and ROI 

· Support development of dashboards and reporting tools (e.g., Power BI) 

 

Planning, Controls & Vendor Oversight (~40%) 

· Serve as day-to-day liaison with outsourced accounting partner, ensuring accountability, responsiveness, and issue resolution 

· Monitor invoice approval workflows (e.g., Bill.com) to ensure approvals are completed timely and not stalled 

· Identify and resolve workflow bottlenecks; proactively follow up with stakeholders to maintain process flow 

· Ensure vendor documentation (W-9s, contracts, approvals) is complete and aligned with internal control requirements 

· Support oversight of outsourced accounts payable processes to ensure accuracy, completeness, and timeliness 

 

Accounting Support & Close Process 

· Review outputs from outsourced accounting partner for accuracy and completeness 

· Support preparation of financial reports and reporting packages 

· Help maintain audit readiness and adherence to internal controls 

 

Collaboration & Process Improvement 

· Partner with finance leadership, HR, and operational teams on budgeting, headcount planning, and expense management 

· Identify opportunities to improve financial processes, automation, and workflow efficiency 

· Support system implementations and enhancements (e.g., ERP, CRM, reporting tools) 

· Contribute to ad hoc analysis and strategic initiatives 

 

Qualifications: 

· Bachelor’s degree in Finance, Accounting, or related field 

· 2–5 years of experience in FP&A, accounting, or financial operations 

· Strong Excel skills (financial modeling, data analysis) 

· Working knowledge of accounting principles and financial statements 

· High attention to detail with strong organizational and follow-through skills 

 

Preferred: 

· Experience working with outsourced accounting firms or shared services models 

· Familiarity with tools such as QuickBooks, Bill.com, or similar workflow systems 

· Experience with data visualization tools (e.g., Power BI) 

· Experience in higher education, healthcare, or professional services environments