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 hocMonitors and analyzes financial performance against budgets/forecastsResearches and determines causes of budget variances and communicates to the leadersWorks with leaders this role supports to prepare budgets, forecasts and long-term plansProvides supplemental financial processes/systems training to end users, and actively seeks ways to improve process and share knowledgeMonitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriateSupports preparation of executive management and board meeting materialsEstablishes strong rapport with leaders and peers throughout the organizationLeading and managing FP&A activities for a client base with a medium scope of responsibilityProvide insight & analysis to leadersStrategically partner with firm leaders to proactively anticipate issues, maximize profitability, and minimize financial riskOther 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, requiredPrior experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferredPrior managerial experience, preferred

Software:

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, preferred

Other 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:

$100,000

•$140,000

Maryland Range:

$95,000

•$150,000

NYC/Long Island/Westchester Range:

$95,000

•$150,000 All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.