Financial Planning & Analysis (FP&A) Lead

Putnam • Boston, MA

1d

About The Position

The Director of Financial Planning and Analysis is responsible for leading the financial planning, budgeting, forecasting, and analysis functions of the organization. The Director will also oversee the FP&A function. The Director will report to the Chief Financial Officer and work closely with senior management and other stakeholders to provide strategic financial insights and recommendations. This position is available in Boston, MA or Philadelphia, PA.

Requirements

• Bachelor's degree in finance, accounting, or related field
• Minimum of 10 years of progressive experience in financial planning and analysis, accounting, or related roles; at least 5 years of leadership experience
• Strong knowledge of accounting principles, standards, and regulations
• Advanced skills in financial modeling, analysis, and reporting
• Proficient in Microsoft Excel, PowerPoint, and other financial software and systems such as Financial Force and Oravle
• Excellent communication, presentation, and interpersonal skills
• Ability to work independently and collaboratively in a fast-paced and dynamic environment
• High attention to detail, accuracy, and quality
• Strategic thinking, problem-solving, and decision-making skills
• Demonstrated leadership, management, and coaching skills

Responsibilities

• Lead the development and execution of the annual budget, quarterly forecasts, and long-term financial plans for the P&L
• Analyze financial performance and variances against budget, forecast, and prior year results
• Prepare and present financial reports, dashboards, and presentations to senior management, and external stakeholders
• Provide financial modeling, scenario analysis, and decision support for strategic initiatives, investments, and business opportunities
• Lead for all required Group Inizio EPM data loads to ensure timely and accurate submissions
• Primary POC for Inizio level KPI, Dashboards and reporting requirements to ensure alignment on definitions, data and stakeholder exp
• Responsible for headcount planning and comparing to forecasted headcount by maintaining active FTE, accepted positions, attrition estimates, tracking potential promotions and cost center reporting
• Establish and maintain effective Oracle EPM procedures aligned to Group Policies
• Identify and implement process improvements and best practices to enhance efficiency and effectiveness of the function
• Perform ad hoc financial analysis and projects as required

Benefits

• Competitive compensation and total rewards packages
• Exceptional professional growth and promotion opportunities
• Leadership training program
• Additional benefits include [401k, paid time off, health benefits, and more!]

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 251-500 employees