Financial Planning and Analysis Lead

Description:

OnePoint BFG is a registered investment adviser (RIA) with about $17bn AUM/AUA advising high net worth clients across the United States. The firm is headquartered in Parsippany NJ with offices in Boston, Atlanta, Chicago, Minneapolis, and other cities. The firm has been experiencing rapid growth and aims to become a national brand in wealth management over the next several years. OnePoint BFG attracts new clients and advisor teams, is well-capitalized for growth and has been supported by a prominent minority strategic investor.

Position Overview:

The firm is seeking an FP&A Lead to join our corporate headquarters. This individual will work closely with the CFO to provide insight into strategic choices the firm faces and help with firm-wide P&L and AUM management reporting, budgeting & forecasting, headcount planning, and preparation of materials and analyses for the Board of Directors, while supporting M&A modeling/due diligence and analysis on an as-needed basis.

Key Responsibilities:

Develop and maintain comprehensive financial models to support scenario planning, budgeting and forecasting, and strategic decision-making Collaborate with leadership to shape long-term strategic plans, set financial and business targets, and establish goals aligned with business and corporate objectives Create high-impact presentations and executive summaries for senior leadership, incorporating insights and analysis from the finance team Lead special projects focused on financial analysis, market research, competitive landscapes, and strategic planning initiatives Present complex financial concepts in a clear, concise, and engaging manner to drive stakeholder understanding and alignment Identify key business challenges and utilize advanced visualization tools to improve data-driven decision-making and enhance operational efficiency Help foster a culture of collaboration, continuous development, and high performance across the expanding finance team Lead and own the annual budget process, define budget goals and manage their implementation across the organization

Requirements:

Qualifications:

7+ years of experience in Financial Planning & Analysis, Finance Operations or comparable experience Experience in wealth management, private equity, consulting or corporate strategy preferred Bachelor's degree in finance, economics or related field Superior analytical and problem-solving skills Proven experience managing/consolidating forecasts and annual operating plans Ability to work well under pressure in a fast-paced environment and handle multiple assignments Attention to detail and high standards for quality and accuracy in work product Advanced Excel and PowerPoint skills (e.g. financial modeling, macros, pitch decks) Strong verbal, written and interpersonal communication skills