FP&A Manager

Responsibilities

• Prepare monthly dashboards and detailed reporting for senior management reflecting actual results, and comparisons to forecasts / budgets
• Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts
• Play a leadership role in the firm’s annual budgeting and forecasting processes by working with the organization’s leadership to incorporate initiatives
• Partner with Accounting on month-end close to ensure we are delivering the correct financial reporting insights and disseminating these results to stakeholders to drive accountability
• Own the consolidation of multi-entity financials
• Manage the allocation of expenses across various fund and management company financials, providing visibility into cash and accrual-based accounting impact
• Choose, implement and develop tools and processes to enhance reporting
• Support ERP implementation projects, with a focus on integration of reporting and budgeting/forecasting requirements
• Establish cross-functional partnerships with department leads aimed at identifying, understanding, and translating their resourcing needs to financial forecasts
• Develop ad hoc financial analysis value-added to decision making and assessing business performance

Requirements

• 5+ years’ experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
• Strong proficiency in financial modeling and analysis, including expertise with Excel, forecasting software (Adaptive Insights preferred but not required), and BI tools
• Experience working with modern accounting software and systems, preferably Quickbooks and Workday
• Experience with detailed headcount and payroll forecasting; multi-entity consolidation and forecasting preferred
• Bachelor's and/or advanced degree in Accounting or Finance
• Advanced quantitative and problem-solving skills
• Ability to communicate effectively, including presenting ideas both in written presentations and to small groups
• Ability to interact with senior management, peers and professional staff
• Able to prioritize in a fast moving, high pressure, constantly changing environment; high sense of urgency