FP&A Business Line Leader

Overview

This role oversees financial planning and analysis (FP&A) for a specific business line (for example, Advisory or Specialty Assurance). Responsibilities include partnering with business line leaders to deliver financial insights and recommendations that support strategic decisions and improve financial performance. The position also supports budgeting and forecasting efforts tailored to the business line’s needs.

Responsibilities

• Leverage technology to research, compile, and analyze financial information, including standard and ad hoc reporting
• Monitor and analyze financial performance against budgets and forecasts
• Research and determine causes of budget variances; 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; look for 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 strong working relationships 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 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)
• Proficiency in Microsoft Office Suite, specifically advanced proficiency in Excel (required)
• Prior experience using financial systems such as PeopleSoft, Hyperion or OneStream (strongly 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
• Strong analytical skills and ability to apply analysis to determine appropriate next steps
• Keen attention to detail
• Leadership and strategic thinking skills

Compensation & Benefits

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:

• National
• Maryland
• NYC/Long Island/Westchester