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). The role partners with business line leadership to deliver insights and recommendations that support strategic decisions and improve financial performance, including planning and forecasting tailored 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 and forecasts
• Research and determine causes of budget variances; communicate findings to business line leaders
• Partner with supported leaders to prepare budgets, forecasts, and long-term plans
• Provide supplemental financial process/system training to end users; identify opportunities to improve processes and share knowledge
• Monitor UAR, AR, and reserve balances for assigned region(s) and manage necessary follow-up tasks, as appropriate
• Support preparation of executive management and board meeting materials
• Build and maintain strong rapport with leaders and peers across the organization
• Lead and manage FP&A activities for a client base with 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); focus in Accounting or Finance (preferred)
• Six (6) or more years of finance experience (required)
• Proficiency with Microsoft Office Suite (required), specifically advanced proficiency in Excel

Preferred Qualifications

• Prior experience working within a professional services firm (e.g., accounting, financial services, business advisory, and/or banking)
• Prior managerial experience
• Prior experience using financial systems such as PeopleSoft, Hyperion, or OneStream

Knowledge, Skills, and Abilities

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

Compensation & Benefits

Individual salaries offered to a candidate are determined after consideration of numerous factors including, but not limited to, the candidate’s 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

Ranges listed reflect geography, including:

• Maryland
• NYC/Long Island/Westchester