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 provide insights and recommendations that support strategic decision-making and improve financial performance, including planning and forecasting tailored to the business line’s needs and goals.

Responsibilities

• Use 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 and communicate findings to leaders
• Partner with supported leaders to prepare budgets, forecasts, and long-term plans
• Provide supplemental training on financial processes/systems to end users; identify opportunities to improve processes and share knowledge
• Monitor UAR, AR, and reserve balances for assigned region(s) and manage appropriate follow-up tasks
• 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 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

Education & Qualifications

• Bachelor’s degree (required), with a focus in Accounting or Finance (preferred)

Experience

• 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)

Skills & Tools

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

Other Knowledge, 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 successfully multi-task 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

Compensation is 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

• Maryland
• NYC/Long Island/Westchester