Vice President of FP&A Solutions

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

The Vice President of FP&A Solutions will be responsible for overseeing and driving the success of FP&A product implementations, such as Planful and Vena for our external clients.

This role involves business development, client relationship management, solution implementation, and delivery of high-quality financial planning and analysis services.

The ideal candidate will possess deep expertise in FP&A and Close Management, such as Planful, Vena, Trintech and other similar products, strong leadership and team management experience, and client-facing skills and to support the growth and success of both our clients and our organization.

Key Responsibilities :

• Oversee the delivery of high-quality FP&A services to clients, leveraging Planful and Vena to optimize financial planning, budgeting, forecasting, and reporting processes.
• Lead the business development efforts to identify and secure new client engagements focused on Planful and Vena solutions.
• Develop and maintain strong relationships with clients, understanding their unique needs and providing tailored solutions that drive their financial success.
• Collaborate with clients to develop and execute financial strategies that align with their business goals and objectives.
• Continuously improve FP&A processes for clients, leveraging technology and best practices to enhance efficiency and effectiveness.
• Manage the implementation of Planful and Vena solutions for external clients, ensuring seamless integration and successful deployment.
• Lead and mentor a team of FP&A professionals, providing guidance and support to ensure effective client service and professional development.
• Analyze client financial performance, identify trends, and provide actionable insights to support informed decision-making and strategic planning.
• Ensure timely and accurate financial reporting for clients, including monthly, quarterly, and annual reports, as well as ad-hoc financial analyses.
• Prepare and present financial reports and analyses to clients, executive leadership, and other stakeholders as needed.
• Develop and maintain financial models to support client strategic planning, capital allocation, and business case analysis.
• Collaborate with the IT department and clients to ensure seamless integration and functionality of Planful and Vena solutions.
• Monitor and manage key financial metrics and KPIs for clients, providing regular updates and recommendations.
• Represent the firm at conferences, and deliver online and in-person seminars and speaking engagements.

Qualifications :

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or advanced degree preferred.
• Minimum of 10 years of experience in financial planning and analysis and Close Management
• Extensive expertise in Planful and / or Vena solutions, including implementation and optimization.
• At least 5 years in a leadership role.
• Proven experience in managing FP&A processes for external clients.
• Strong understanding of financial principles, accounting standards, and business operations with the ability to manage your own P&L.
• Demonstrated track record of business development and securing client engagements.
• Exceptional analytical, problem-solving, and strategic thinking skills.
• Excellent professional level communication and interpersonal skills, with the ability to collaborate effectively with clients and across all organizational levels.
• Advanced proficiency in financial modeling and analysis tools.
• High level of integrity and professionalism, with a commitment to ethical standards and practices.
• Ability to adapt to a fast-paced, dynamic work environment and manage multiple priorities.

Ability to travel up to 25%