Senior Analyst-FP&A

Position Summary

The Principal Data Analyst - FP&A – will be responsible for leading financial reporting, forecasting, budgeting, and business performance analytics processes across the organization. This role serves as a key partner to Finance leadership, Business Controllers, and Operating Companies by delivering accurate, timely, and actionable insights through OneStream, Power BI, Excel-based models, and executive reporting packages.

The role is accountable for managing monthly, quarterly, and annual FP&A reporting cycles, developing management reporting packages, ensuring data integrity across multiple reporting platforms, and supporting strategic decision-making through advanced financial analysis and visualization.

Key Responsibilities

Financial Reporting & Performance Analytics

Lead the preparation and maintenance of monthly financial reporting and forecasting workbooks in OneStream and Excel.

Manage reporting processes for P&L Reporting, Segment Forecasting, Revenue Growth Outlook, Backlog Analysis, SG&A Analysis, Gross Margin (GM) Performance, Service and Non-Service Reporting

Ensure reporting accuracy through reconciliation and validation across OneStream, Power BI, and source financial systems.

Perform variance analysis against budget, forecast, and prior-year performance.

Provide financial insights and recommendations to FP&A leadership and business stakeholders.

Develop and maintain Monthly Business Review (MBR) reporting packages.

Prepare executive dashboards, financial scorecards, and performance reports.

Create management-level visualizations, charts, and KPI summaries, including : Inspection Growth, Backlog Progression, Revenue Trends, Price/Volume Analysis, Organic vs. Acquisition Performance, New Business Performance

Support leadership reviews by identifying business trends, risks, and opportunities.

Acquisition & Operational Performance Reporting

Lead acquisition performance tracking and analysis.

Develop YTD Acquisition Performance reports and Organic/M&A growth analyses.

Monitor branch and operating company performance through standardized reporting frameworks.

Ensure consistency of operational metrics and financial results across reporting sources.

Forecasting, Planning & Budgeting

Support monthly forecast cycles and annual budgeting processes.

Update and manage budget reporting models within OneStream and Excel.

Consolidate forecasts, downturn plans, and capital expenditure requests.

Prepare planning presentations and supporting financial analyses.

Support scenario modeling and performance projections for leadership decision-making.

Quarterly Reporting & Color Book Management

Coordinate quarterly reporting packages and Color Book preparation.

Roll forward and maintain reporting templates, linked workbooks, and presentations.

Consolidate financial, operational, and performance reporting from multiple business units.

Prepare executive summaries and dashboard reporting for leadership reviews.

Compile consolidated analyses for: Underbillings, Margin Fade, Loss Jobs, CapEx Forecasts, Branch Comparisons, Accounts Receivable Performance

Data Governance & Reporting Automation

Maintain reporting standards, governance controls, and data quality processes.

Optimize reporting workflows utilizing: OneStream, Power BI, Excel Power QueryAdvanced Excel Modeling

Partner with finance, IT, and business stakeholders to improve reporting capabilities.

Collaborate with Finance Directors, Controllers, Business Leaders, and Operating Companies.

Required Qualifications

Bachelor’s degree in finance, Accounting, Economics, Data Analytics, Business Administration, or related field with 8 to 10 yrs of experience in FP&A, financial reporting, business analytics, or management reporting.

Strong experience supporting executive-level financial reporting and forecasting processes.

Experience working in large multinational or shared services environments.

Advanced understanding of financial statements, budgeting, forecasting, and performance management.

Advanced Microsoft Excel, Power BI

Success Measures

Reporting accuracy and data integrity

Timely completion of monthly, quarterly, and annual reporting cycles

Reduction in manual reporting effort through automation

Executive stakeholder satisfaction

Forecast accuracy and business insight quality

Standardization and scalability of reporting processes

Additional Information

About Us, Our Culture & What We Can Offer You

Established over 200 years ago, Chubb Fire & Security are a global business driven by keeping people and the world safe. We provide essential systems, equipment and services, from digital CCTV surveillance and intruder alarms, to fire detection and suppression systems. Offering a full range of innovative products and services to a broad range of customers, from local independent business, to many of the FTSE 100 companies

We believe we offer a unique working culture, where you are as important to us as our customers, and we want you to feel that everyday. We are proud to offer extensive training to all of our new Advisors, fully supporting, and enabling you to thrive in your new role and beyond, with ongoing career development opportunities throughout your career journey with us.

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