Associate Director, Enterprise Financial Planning & Analysis

FINRA • Rockville, MD

1d • $114,200 - $248,700 • Hybrid

About The Position

The Associate Director of Enterprise Financial Planning & Analysis (FP&A) is an experienced individual contributor role for a developing subject matter expert who operates with significant autonomy. This position is responsible for conducting sophisticated financial analysis and planning across key organizational areas while serving as a liaison between Enterprise Finance and Business Unit Finance teams to ensure alignment and coordination of financial processes. This role requires exceptional analytical skills, and the ability to help translate complex financial data into actionable insights for senior leadership and Board reporting.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field, or equivalent combination of education and relevant work experience required.
• Minimum eight (8) years of progressive experience in financial planning & analysis (FP&A), corporate finance, or related field.
• Minimum three (3) years of experience in a senior FP&A role with budget/forecast responsibility.
• Experience collaborating with multiple business units and finance teams.
• Advanced proficiency in financial modeling, analysis, and forecasting techniques.
• Advanced skills in Excel, including complex formula, data analysis, and financial modeling.
• Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and ERP systems.
• Strong knowledge of GAAP accounting principles and financial reporting.
• Strong analytical and critical thinking skills with high attention to detail.
• Strong written and verbal communication skills with ability to present financial information and data findings clearly for senior leadership.
• Proven ability to work independently and manage multiple projects simultaneously.
• Strong interpersonal skills and ability to build effective working relationships across teams.
• Developing leadership capabilities with ability to influence without direct authority.
• High degree of integrity and discretion in handling sensitive financial information.
• Adaptability and continuous learning mindset to develop subject matter expertise.

Nice To Haves

• MBA or Master's degree in Finance/Accounting preferred.
• CPA, CFA, or other relevant professional certification preferred.
• Experience in financial services or regulated industry environment preferred.
• Experience with business intelligence tools (e.g., Adaptive, Workday, Power BI) preferred.

Responsibilities

• Serves as a top-level specialist to recommend innovative financial modeling techniques and forecasting methods to improve financial performance.
• Adapts to changing business requirements, data sources, and analytical tools to ensure the accuracy and reliability of financial data.
• Advises senior management and key internal stakeholders of financial planning complications and provides recommendations for addressing issues and optimizing performance.
• Reviews for accuracy of financial reports and analyses, ensuring compliance with internal controls and policies.
• Partners with FP&A Business Functional teams to create and deliver Enterprise financial reports and analyses in support of enterprise-wide budgets and strategies.
• Coordinates the preparation of pertinent information for internal and external clients, including requests for analysis, financial information, and reports.
• Benchmarks financial metrics against industry standards to identify areas for improvement and devise solutions for achieving financial goals.
• Creates and maintains financial dashboards and variance narratives.
• Partners with team members to manage business case review and approval process in support of strategic initiatives and capital allocations.
• Coaches and trains junior colleagues in techniques, processes and responsibilities.
• Demonstration of FINRA’s values.
• Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.

Benefits

• Employees may be eligible for a discretionary bonus in addition to base pay.
• Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law.
• As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance.
• Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
• FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.
• Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year).
• Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule).
• Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment).
• Full-time employees receive nine paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level