Job Summary:
The Financial Planning & Analysis (FP&A) Business Line Leader is responsible for overseeing financial analysis and planning activities specific to a particular business line such as Advisory or Specialty Assurance. This role involves collaborating with business line leaders to provide insights and recommendations that drive strategic decisions and improve financial performance. The Business Line Leader supports planning and forecasting activities tailored to the unique needs and goals of the business line.
Job Duties:
Leverages technology to research, compile and analyze financial information, both standard and ad hoc
Monitors and analyzes financial performance against budgets/forecasts
Researches and determines causes of budget variances and communicates to the leaders
Works with leaders this role supports to prepare budgets, forecasts and long-term plans
Provides supplemental financial processes/systems training to end users, and actively seeks ways to improve process and share knowledge
Monitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate
Supports preparation of executive management and board meeting materials
Establishes strong rapport with leaders and peers throughout the organization
Leading and managing FP&A activities for a client base with a medium scope of responsibility
Provide insight & analysis to leaders
Strategically partner with firm leaders to proactively anticipate issues, maximize profitability, and minimize financial risk
Other duties as required
Supervisory Responsibilities:
May serve as a career advisor, as assigned
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; focus in Accounting or Finance, preferred
Experience:
Six (6) or more years of finance experience, required
Prior experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred
Prior managerial experience, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically advanced proficiency in Excel, required
Prior experience using financial systems such as PeopleSoft, Hyperion or OneStream strongly, preferred
Other Knowledge, Skills & Abilities:
Displays superior verbal and written communication skills
Capable of working and communicating effectively with professionals at all levels
Ability to work in a deadline-drive environment
Ability to successfully multi-task while working independently or within a group environment
Superior analytical and the ability to apply analysis in determining appropriate next steps
Keen attention to detail
Leadership & strategic thinking skills
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $95,000 - $150,000
NYC/Long Island/Westchester Range: $95,000 - $150,000
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
