AVP, Financial Planning & Analysis

Overview

Global Talent Acquisition I Tech Enthusiast I AI Curious I GRC I Dad

The Financial Planning & Analysis (FP&A) team’s primary responsibility is to analyze, report, and budget/forecast global Firm financials for Senior Management as well as the Business Units.

Base pay range

$120,000.00/yr - $150,000.00/yr

Responsibilities

• Consolidate the firm’s budget and forecast with particular focus on one or more of the firm’s revenue generating businesses
• Partner with Front Office COO teams and support heads in the firm's budget and forecast process
• Budget, Forecast, and Actuals reporting and presentation preparation (revenues, expenses, balance sheet/capital, headcount)
• Proactively reconcile received information with system data to ensure data quality and reliable reporting
• Drive implementation of new/existing technology/processes that enable efficiencies and improve forecast accuracy
• Assist in the creation of monthly/quarterly deliverables for FP&A, including P&L details and other ad-hoc requests

Qualifications

• 5-7 years of FP&A or relevant experience
• Business Intelligence, Essbase/Hyperion Planning, and/or Board (Planning Platform) knowledge a plus
• Experience performing ad hoc analysis using advanced Excel
• Flexibility to adjust priorities in a fast-paced work environment
• Strong work ethic with ability to work both within and across multiple teams
• Must have strong attention to detail
• Clear and effective communication style including ability to work with Senior Management

Employment details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Banking, Financial Services, and Business Consulting and Services