Senior Manager, Financial Planning & Analysis (FP&A)

Hightower AdvisorsChicago, IL
Hybrid

About The Position

Hightower is looking for a Senior Manager to help lead its Financial Planning & Analysis (FP&A) team. You will partner with the organization and Finance team leadership to guide the development and achievement of FP&A team goals. The FP&A team uses financial and operational data to support strategy development, achieve growth plans, and identify efficiency opportunities in the organization. The team collaborates with the organization to support informed decision-making and strategy execution.

Requirements

  • Bachelor’s degree in finance or equivalent experience
  • Experience managing a team
  • 8+ years of experience in a financial analytics environment where you have gained experience in corporate finance and business strategy
  • Relevant experience includes Corporate Finance, M&A advisory, financial consulting, or other analytically driven roles
  • Ability to summarize complex data in a clear and concise manner
  • Baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements
  • Highly proficient in Excel and PowerPoint.
  • Ability to work independently and adapt quickly to new systems and processes
  • Written and active communication skills
  • You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

  • Experience with other data processing / visualization tools (Tableau, Alteryx)

Responsibilities

  • Lead the FP&A team in the financial close, reporting, forecasting, and annual strategic planning processes
  • Partner with senior leadership to provide the financial & analytical perspective in the development of the company’s strategy
  • Interact with senior leaders across corporate functions and advisor practices to support decision making by leading the team in building financial models and providing a financial & analytical perspective to business questions
  • Drive continuous process improvement of reporting capabilities for key deliverables, including forecasts, annual planning, and cross-functional reporting
  • Develop junior team members to execute on current job responsibilities and seek growth opportunities for longer-term growth
  • Present to the broader organization on the story of company performance
  • Own the development process and delivery of key deliverables for investors, Board of Directors, and senior management
  • Lead junior team members on best practices for leveraging large datasets to develop insights and drive business outcomes
  • Manage cross-functional relationships as a representative of the FP&A team across the corporate function and with the advisor practices
  • Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions, and timelines to team leadership

Benefits

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Mother’s lounge onsite
  • Flexible PTO plan
  • Free brand-new gym in the Chicago office
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
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