FP&A Business Line Leader
About The Position
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
Requirements
- Bachelor’s degree, required; focus in Accounting or Finance, preferred
- Six (6) or more years of finance experience, required
- Proficient in the use of Microsoft Office Suite, specifically advanced proficiency in Excel, required
- 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
Nice To Haves
- Prior experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred
- Prior managerial experience, preferred
- Prior experience using financial systems such as PeopleSoft, Hyperion or OneStream strongly, preferred
Responsibilities
- 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
- May serve as a career advisor, as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Manager
