Job Summary:

The Financial Planning & Analysis (FP&A) Business Line Leader is responsible for overseeing financial analysis and planning activities specific to a particular business line such as Advisory or Specialty Assurance. This role involves collaborating with business line leaders to provide insights and recommendations that drive strategic decisions and improve financial performance. The Business Line Leader supports planning and forecasting activities tailored to the unique needs and goals of the business line.
 

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 Leading and managing FP&A activities for a client base with a medium scope of responsibility Provide insight & analysis to leaders Strategically partner 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:  $95,000 - $150,000
NYC/Long Island/Westchester Range:  $95,000 - $150,000