FP&A Geography Leader

Job Summary:

The Financial Planning & Analysis (FP&A) Geography Leader is responsible for directing financial analysis and planning activities across a defined Geography, such as West, Central or East Tax or Assurance. This role emphasizes understanding economic conditions and regulatory environments specific to their Geography to inform financial strategies and decisions. The Geography Leader works closely with regional leaders to ensure financial plans and forecasts are aligned with geographic priorities and objectives, providing meaningful analysis to support decision-making.

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 assigned
  

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree, required; focus in Accounting or Finance, preferred

Experience:

• 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

Software:

• Proficient in the use of Microsoft Office Suite, specifically advanced proficiency in Excel, required
• Prior experience using financial systems such as PeopleSoft, Hyperion or OneStream strongly, preferred

Other Knowledge, Skills & Abilities:

• Displays superior verbal and written communication skills
• Capable of working and communicating effectively with professionals at all levels
• Ability to work in a deadline-drive environment
• Ability to successfully multi-task while working independently or within a group environment
• Superior analytical and the ability to apply analysis in determining appropriate next steps
• Keen attention to detail
• Leadership & strategic thinking skills

Individual 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: $100,000 - $150,000
Maryland Range: $100,000 - $150,000
NYC/Long Island/Westchester Range: $100,000 - $150,000