CFA Institute
Director, Financial Planning & Analysis
CFA Institute, New York, New York, us, 10261
Our client, a global PR/ Strategic Communications firm is seeking a sharp finance professional to be a Director on the FP&A team for the US Region.
This position will be based in the NY office and follows a hybrid schedule with an expectation of at least three days per week in the office.
Job Overview:
This Director will play a critical role for our finance team, supporting strategic finance work instrumental to decision making at the senior management and investor level. This position encompasses various aspects of day-to-day business operations, including preparing financial reports for senior management, assisting in the budgeting and forecasting processes, analyzing client-level financial performance combined with collaboration with internal client leads to positively impact profitability on those accounts.
A core aspect of this role will involve acting as a business partner to division and sector leads around all aspects of managing their individual lines of business. Measuring financial performance at this level is a new approach and a key initiative of the Finance team.
While technical skills are important, the successful candidate will bring other attributes that will lead to their success, such as: accountable, curious, proactive, focus on continued improvement, collaborative, good colleague within the Finance team, ability to balance competing priorities while pivoting as needed.
This position reports to the Managing Director, FP&A.
Key Responsibilities:
Collaborate with division heads and sector leads as a business partner; learn their clients & teams, create and manage financial plans, lead regular financial reviews, identify areas of focus and improvement Contribute to preparation of monthly reporting packages for senior management that include summary financial results, analysis of key business trends and proper executive summary (i.e. telling the story rather than a focus on numbers) Manage client analysis to provide insight for decision making around areas for targeted investment; client forecasts, client mix (by industry, practice area, fee structure, referral source, etc.), client profitability, client turnover metrics Learn pricing strategies in order to work directly with Partners on new business opportunities Support financial analysis on M&A activities and key strategic partnerships, including transaction modeling and due diligence Contribute to CFO presentations to management, along with Board of Directors reporting Drive development of sustainable process for pipeline reporting, to include identifying major opportunities, key proposals outstanding, win/loss rates Cash flow management to include daily cash forecasting, long-term cash projections and working capital analysis Research to develop intelligence around industry trends and benchmarking Play an integral role in the annual budgeting and quarterly forecasting processes Drive continuous improvement in financial processes, systems, and tools to enhance efficiency and effectiveness.
Qualifications:
6- 10 years of accounting/finance experience; ideal candidate will have had both accounting focused and FP&A focused roles Bachelor's degree in accounting, finance, or related field; MBA and/or CPA an asset Curious, proactive, resourceful and results-driven, with a continuous improvement mindset Collaborative and team-oriented with a strong sense of accountability. Ability to work independently and collaboratively in a fast-paced environment while often balancing competing priorities Experience defining analytical projects and analyzing data in order to deliver practical insights in a clear, concise format (both written and verbal) Strong knowledge of financial modeling, forecasting, and budgeting techniques along with proficiency in financial software and tools (e.g., Excel, ERP systems, BI tools). Exceptional interpersonal and communication skills, with the ability to confidently engage and interact with senior leadership. Professional services industry experience a plus
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This position will be based in the NY office and follows a hybrid schedule with an expectation of at least three days per week in the office.
Job Overview:
This Director will play a critical role for our finance team, supporting strategic finance work instrumental to decision making at the senior management and investor level. This position encompasses various aspects of day-to-day business operations, including preparing financial reports for senior management, assisting in the budgeting and forecasting processes, analyzing client-level financial performance combined with collaboration with internal client leads to positively impact profitability on those accounts.
A core aspect of this role will involve acting as a business partner to division and sector leads around all aspects of managing their individual lines of business. Measuring financial performance at this level is a new approach and a key initiative of the Finance team.
While technical skills are important, the successful candidate will bring other attributes that will lead to their success, such as: accountable, curious, proactive, focus on continued improvement, collaborative, good colleague within the Finance team, ability to balance competing priorities while pivoting as needed.
This position reports to the Managing Director, FP&A.
Key Responsibilities:
Collaborate with division heads and sector leads as a business partner; learn their clients & teams, create and manage financial plans, lead regular financial reviews, identify areas of focus and improvement Contribute to preparation of monthly reporting packages for senior management that include summary financial results, analysis of key business trends and proper executive summary (i.e. telling the story rather than a focus on numbers) Manage client analysis to provide insight for decision making around areas for targeted investment; client forecasts, client mix (by industry, practice area, fee structure, referral source, etc.), client profitability, client turnover metrics Learn pricing strategies in order to work directly with Partners on new business opportunities Support financial analysis on M&A activities and key strategic partnerships, including transaction modeling and due diligence Contribute to CFO presentations to management, along with Board of Directors reporting Drive development of sustainable process for pipeline reporting, to include identifying major opportunities, key proposals outstanding, win/loss rates Cash flow management to include daily cash forecasting, long-term cash projections and working capital analysis Research to develop intelligence around industry trends and benchmarking Play an integral role in the annual budgeting and quarterly forecasting processes Drive continuous improvement in financial processes, systems, and tools to enhance efficiency and effectiveness.
Qualifications:
6- 10 years of accounting/finance experience; ideal candidate will have had both accounting focused and FP&A focused roles Bachelor's degree in accounting, finance, or related field; MBA and/or CPA an asset Curious, proactive, resourceful and results-driven, with a continuous improvement mindset Collaborative and team-oriented with a strong sense of accountability. Ability to work independently and collaboratively in a fast-paced environment while often balancing competing priorities Experience defining analytical projects and analyzing data in order to deliver practical insights in a clear, concise format (both written and verbal) Strong knowledge of financial modeling, forecasting, and budgeting techniques along with proficiency in financial software and tools (e.g., Excel, ERP systems, BI tools). Exceptional interpersonal and communication skills, with the ability to confidently engage and interact with senior leadership. Professional services industry experience a plus
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