Tech Data - US

Sr Financial Analyst FP&A

Req Number
Weekly Work Hours
Travel Required
Less than 10%
Relocation Assistance Available
Working Time


General Summary of Job

    • Develops and maintains complex financial analyses and templates which continually evolve based upon relevance to current operating decisions of the internal IT department
    • Determines content and creates PowerPoint Presentations for senior management review

    • Leads coordination with peers in regional IT finance departments for resolution of cross departmental issues and consistency in financial reporting

    • Forms and maintains partnership with IT peers to play a key role in budgeting, forecasting and managing IT financial performance

    • Evaluates achievement of financial and performance management goals based upon specified criteria
    • Proactively identifies and recommends solutions to operating issues and ensures deliverables are achieved while balancing superior quality and cost effectiveness

    • Prepares ad hoc reports and other analyses as requested

    • Other duties as assigned

Essential Duties & Responsibilities Required

Essential Duties and Responsibilities:                        

  • Develop and work with financial models for analyzing potential operating decisions and recommend conclusion and actions
  • Perform detailed analysis including strategic analysis and evaluation of potential incremental business opportunities
  • Execute and measure programs which improve the overall productivity and profitability of the organization
  • Develop presentations and lead executive and management discussions
  • Ensure proper use of data to support executive decision making process
  • Track execution against committed impacts and milestones
  • Collaborate with departmental leaders and business contacts to ensure achievement of key business objectives
  • Focus on end to end processes in consideration of cross functional impact

Key Characteristics                        

  • Positive can do attitude consistently delivering above expectations
  • Ability to stimulate others to change and absorb new ideas
  • Strength in interactions among peer groups and senior executives
  • Excellent listening and communication skills with strong personal image and poise, recognized for being honest, upfront and direct with all levels of the organization
  • Ability to establish and maintain positive relationships with internal and external customers
  • Professional demeanor and unwavering performance in high stress situations
  • Sound, confident and informed decision making qualities
  • Knowledge of Tech Data business practices and processes

Qualifications, Required Knowledge Skills & Abilities and Working Conditions

Knowledge, Skills, Abilities and Education Required


  • Bachelor’s Degree in Accounting or Finance plus minimum of 5 years’ experience preferred or Master’s Degree plus minimum of 3 years’ experience preferred
  • Previous experience in financial planning and analysis preferred
  • Excellent Microsoft Excel and PowerPoint skills
  • Strong teamwork and interpersonal skills at all management levels
  • Abile to initiate projects and set timelines and expectations
  • Strong analytical and problem-solving skills needed to synthesize large quantities of data, identify trends and drivers and condense into insightful analyses for senior management
  • High level of critical thinking to evaluate information and draw conclusions including ability to address root cause of issues and decipher differences between critical details and unimportant facts
  • Able to display assertiveness and a high level of self-confidence
  • Able to achieve objectives with limited management input
  • Willingness to work in a multi-cultural and multi-skilled team
  • Excellent verbal and written communication skills
  • Able to work effectively in a multi-tasking environment and work constructively under stress and pressure
  • Able to understand business operations outside of the IT finance department
  • Knowledge of SAP financials preferred

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