FP&A Business Line Leader

Overview

The Financial Planning & Analysis (FP&A) Business Line Leader oversees financial analysis and planning activities for a specific business line (such as Advisory or Specialty Assurance). This role partners with business line leaders to deliver insights and recommendations that support strategic decisions, improve financial performance, and tailor planning and forecasting to the business line’s needs.

Responsibilities

• Leverage technology to research, compile, and analyze financial information, including standard and ad hoc requests
• Monitor and analyze financial performance against budgets/forecasts
• Research and determine causes of budget variances and communicate findings to leaders
• Work with supported leaders to prepare budgets, forecasts, and long-term plans
• Provide supplemental financial processes/systems training to end users; actively look for ways to improve processes and share knowledge
• Monitor UAR, AR, and reserve balances for assigned region(s) and manage follow-up tasks as appropriate
• Support preparation of executive management and board meeting materials
• Build strong rapport with leaders and peers across the organization
• Lead and manage FP&A activities for a client base with a medium scope of responsibility
• Provide insight and analysis to leaders
• Strategically partner with firm leaders to anticipate issues, maximize profitability, and minimize financial risk
• Perform other duties as required

Supervisory Responsibilities

• May serve as a career advisor, as assigned

Requirements

• Bachelor’s degree (required); Accounting or Finance focus preferred
• Six (6) or more years of finance experience (required)
• Prior experience working within a professional services firm (preferred), such as accounting, financial services, business advisory, or banking
• Prior managerial experience (preferred)

Skills & Abilities

• Superior verbal and written communication skills
• Ability to work and communicate effectively with professionals at all levels
• Ability to work in a deadline-driven environment
• Ability to multi-task while working independently or within a group environment
• Strong analytical skills and ability to apply analysis to determine appropriate next steps
• Keen attention to detail
• Leadership and strategic thinking skills

Software

• Proficient use of Microsoft Office Suite, specifically advanced proficiency in Excel (required)
• Prior experience using financial systems such as PeopleSoft, Hyperion, or OneStream (strongly preferred)

Compensation & Benefits

Individual salaries offered to a candidate are determined after consideration of numerous factors, including but not limited to qualifications, experience, skills, and geography.

National Range: $100,000 - $140,000
Maryland Range: $95,000 - $150,000
NYC/Long Island/Westchester Range: $95,000 - $150,000

Benefits may be subject to eligibility requirements.

Location

• Maryland
• New York City / Long Island / Westchester
• This role may also be available in other locations within the national range

Equal Opportunity

Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.