[Remote] Financial Analyst - FP&A Business Partnering

Note: The job is a remote job and is open to candidates in USA. Kofax is a company focused on Intelligent Automation software solutions. The Financial Analyst, FP&A Business Partnering plays a key role in supporting business functions by delivering financial insights, managing budgeting and forecasting processes, and collaborating with HR leadership.

Responsibilities

• Partner with various business functional leaders to provide financial modeling, scenario analysis, and performance insights
• Manage budget and forecast processes for supported functions, including headcount planning, operating expense analysis, and investment tracking
• Lead vendor spend management activities including spend analysis, mitigation opportunities, approval workflows, and visibility reporting
• Support resource allocation and ROI analyses for strategic initiatives and functional investments
• Deliver clear, concise financial insights that help business partners improve decision-making and performance
• Partner with HR and FP&A leadership to maintain accurate company-wide headcount reporting and forecasting
• Contribute to company-wide planning cycles, including annual budgeting, monthly forecasting, and R&O (risk & opportunity) analysis
• Maintain and build driver-based financial models to support scenario planning and long-term analysis
• Assist in preparing reporting packages, leadership updates, and executive-level presentations
• Monitor actuals vs. plan and ensure accurate, timely reporting of results across supported functions
• Build, enhance, and maintain financial models in Excel and enterprise planning tools (Anaplan, Adaptive Insights, Pigment, or Oracle PBCS)
• Use BI tools (Tableau, Power BI) to create dashboards, automate reporting, and provide data visualization for stakeholders
• Identify opportunities to streamline forecasting and reporting processes
• Promote consistency and accuracy in financial data and performance metrics across FP&A
• Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards

Skills

• 2-5 years of experience in FP&A, corporate finance, or financial analysis
• Strong financial modeling and analytical skills with advanced proficiency in Excel
• Ability to interpret data, identify trends, and communicate insights clearly
• Strong attention to detail, problem-solving skills, and organizational skills
• Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
• Experience in SaaS or software preferred but not required
• Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
• Experience with BI or data visualization tools (Tableau, Power BI) is a plus
• Skills in prompting AI systems and assessing output quality
• Ability to leverage AI to ideate, develop, and scale to the needs of their department

Company Overview

• We moved! Follow our new page on LinkedIn @ https://www.linkedin.com/company/TungstenAutomation ---- Tungsten Automation, formerly Kofax, is the global leader in intelligent workflow automation solutions with a trusted legacy of 40 years, with a team of 2,200 employees in 32 countries, serving 25,000+ global customers. It was founded in 1991, and is headquartered in Irvine, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.tungstenautomation.com.

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