Financial Management Assistant Director
About The Position
The Assistant Director, FP&A serves as a strategic financial partner responsible for financial planning, analysis, and decision support across assigned business units or firmwide functions. This role operates with a high degree of autonomy and partners directly with senior leadership to drive financial performance, improve transparency, and support strategic decision-making. In addition to core FP&A responsibilities, this role plays a key part in enhancing the firm’s use of financial data by improving reporting, strengthening data integrity, and translating complex financial information into actionable insights that drive revenue growth and profitability.
Requirements
- Minimum of 5 years of experience in FP&A (Financial Planning and Analysis), financial analysis, or accounting
- Strong proficiency in Excel, including financial modeling and data analysis
- Experience with budgeting, forecasting, and variance analysis
- Working knowledge of financial statements and accounting principles
- Ability to translate financial data into actionable insights for stakeholders
Nice To Haves
- Bachelor’s degree in Accounting, Finance, or related field
- Experience working with large datasets and financial systems
- Experience supporting multiple business units or functions
- Previous experience in a professional services environment is a plus (Audit / CPA firm preferred)
Responsibilities
- Lead annual budgeting, monthly forecasting, and long-range planning processes
- Analyze financial performance, identify trends and variances, and provide actionable insights
- Develop and maintain financial models to support strategic decision-making
- Serve as a financial advisor to senior leadership, translating business strategies into financial frameworks
- Ensure accuracy, integrity, and completeness of financial data and reporting
- Identify and resolve financial anomalies and discrepancies
- Translate business needs into reporting and data requirements
- Partner with reporting, IT, and analytics teams to enhance tools and dashboards
- Collaborate cross-functionally to identify efficiency and cost optimization opportunities
- Support firmwide initiatives requiring financial leadership and analysis
Benefits
- Comprehensive total rewards package
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What This Job Offers
Job Type
Full-time
Career Level
Director
