FP&A Business Line Leader

Overview

The organization is seeking a Financial Planning & Analysis (FP&A) Business Line Leader responsible for overseeing financial analysis and planning activities specific to a business line (such as Advisory or Specialty Assurance). This role partners with business line leadership to provide insights and recommendations that support strategic decisions and improve financial performance. Planning and forecasting activities are tailored to the business line’s unique needs and goals.

Responsibilities

• Leverage technology to research, compile, and analyze financial information, both standard and ad hoc
• Monitor and analyze financial performance against budgets/forecasts
• Research and determine causes of budget variances and communicate findings to business leaders
• Partner with supported leaders to prepare budgets, forecasts, and long-term plans
• Provide supplemental financial processes/systems 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
• Establish and maintain 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 proactively 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)
• Prior experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries (preferred)
• Prior managerial experience (preferred)

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)

Knowledge, Skills, and 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 successfully multitask while working independently or within a group environment
• Superior analytical skills and ability to apply analysis to determine appropriate next steps
• Keen attention to detail
• Leadership and strategic thinking skills

Compensation & Benefits

Individual salaries 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

Compensation ranges vary by geography, including:

• Maryland
• NYC/Long Island/Westchester
• 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.