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 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 and communicate findings to leaders
• Work with supported leaders to prepare budgets, forecasts, and long-term plans
• Provide supplemental financial processes and systems training to end users; identify 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
• Establish strong rapport with leaders and peers throughout 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

Qualifications

• 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 in the 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 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

Individual salaries offered to a candidate are determined after consideration of numerous factors including 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 based on geography, including:

• Maryland
• NYC/Long Island/Westchester
• National

Equal Opportunity Statement

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.