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, improve financial performance, and align planning and forecasting with the business line’s unique needs.

Responsibilities

• Use 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 line leaders
• Partner with supported leaders to prepare budgets, forecasts, and long-term plans
• Provide supplemental financial process/system training to end users; identify process improvements 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
• Build 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

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)

Skills & Software

• Advanced proficiency in Excel and proficiency in the Microsoft Office Suite (required)
• Experience with financial systems such as PeopleSoft, Hyperion, or OneStream (strongly preferred)
• 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 in a group environment
• Strong analytical skills with the ability to apply analysis to determine next steps
• Keen attention to detail
• Leadership and strategic thinking skills

Compensation & Benefits

Compensation is 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

• Maryland
• NYC/Long Island/Westchester
• United States (varies by geography)