Financial Planning & Analysis (FP&A) Market Leader
The Financial Planning & Analysis (FP&A) Market Leader is responsible for managing financial analysis and planning efforts within a specific market of a Geography. This position focuses on understanding market dynamics and trends to provide actionable insights that support decision-making and enhance financial outcomes. The Market Leader collaborates with Client Facing Market Leaders and FP&A Geography Leaders to align financial strategies with market opportunities and challenges, supporting planning and forecasting activities relevant to their specific market.
Job Duties :
- Leverages technology to research, compile and analyze financial information, both standard and ad hoc
- Monitors and analyzes financial performance against budgets / forecasts
- Researches and determines causes of budget variances and communicates to the leaders
- Works with leaders this role supports to prepare budgets, forecasts and long-term plans
- Provides supplemental financial processes / systems training to end users, and actively seeks ways to improve process and share knowledge
- Monitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate
- Supports preparation of executive management and board meeting materials
- Establishes strong rapport with leaders and peers throughout the organization
- Leads and manages FP&A activities for a client base with a medium scope of responsibility
- Provides insight & analysis to leaders
- Strategically partners with firm leaders to proactively anticipate issues, maximize profitability, and minimize financial risk
- Other duties as required
Supervisory Responsibilities :
May serve as a career advisor, as assignedQualifications, Knowledge, Skills, and Abilities :
Education :
Bachelor's degree, required; focus in Accounting or Finance, preferredExperience :
Six (6) or more years of finance experience, requiredPrior experience working within a professional services firm such as accounting, financial services, business advisory and / or banking industries, preferredPrior managerial experience, preferredSoftware :
Proficient in the use of Microsoft Office Suite, specifically advanced proficiency in Excel, requiredPrior experience using financial systems such as PeopleSoft, Hyperion or OneStream strongly, preferredOther Knowledge, Skills & Abilities :
Displays superior verbal and written communication skillsCapable of working and communicating effectively with professionals at all levelsAbility to work in a deadline-drive environmentAbility to successfully multi-task while working independently or within a group environmentSuperior analytical and the ability to apply analysis in determining appropriate next stepsKeen attention to detailLeadership & strategic thinking skillsIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range : $95,000 - $120,000 Maryland Range : $95,000 - $120,000 NYC / Long Island / Westchester Range : $95,000 - $120,000