FP&A Manager Director

Job Description

Director/Manager of FP&A

Job Summary

Seeking a highly skilled and experienced Director/Manager of Financial Planning & Analysis (FP&A) to join a growing risk management and insurance procurement firm. This role is pivotal in supporting executive leadership and the Board of Directors through advanced financial analysis forecasting and strategic decision-making. The successful candidate will work closely with the CFO/COO and Director of Operations to drive financial discipline support growth initiatives and provide actionable insights across complex consulting insurance and procurement functions.

Compensation Package

• Salary Range: $180000 - $300000 (commensurate with experience)
• Competitive benefits package
• Opportunities for career advancement and professional growth

Responsibilities

Financial Planning Analysis & Reporting

• Lead cross-functional FP&A efforts including budgeting forecasting and long-term financial planning.
• Oversee P&L analysis margin analysis and profitability reporting across various service lines.
• Prepare and present financial reporting packages for the C-Suite and Board of Directors.
• Develop scenario models perform sensitivity analyses and generate strategic forecasts to support growth initiatives.

Cash Flow Compliance & Controls

• Manage cash flow projections working capital analysis and liquidity planning.
• Ensure financial compliance internal controls and audit readiness in collaboration with leadership.
• Support internal and external audits as required.
• Ensure accurate and timely financial reporting in alignment with company standards.

Project & Strategic Finance Support

• Oversee financial aspects of strategic projects including system implementations process improvements and operational initiatives.
• Assist with due diligence activities for acquisitions new client onboarding and major projects.
• Collaborate with Operations on performance monitoring utilization and cost control.

Systems & Tools

• Serve as an advanced user of Sage Intacct and Concur ensuring accurate data flow and reporting.
• Enhance dashboards automate reports and improve executive financial insights.

Qualifications/Requirements

• MBA required.
• Minimum of 8 years of experience in FP&A strategic finance consulting or related roles.
• Proven experience in supporting executive leadership and Board-level reporting.
• Expertise in financial modeling forecasting and P&L management.
• Proficiency in Sage Intacct and Concur.
• Consulting experience strongly preferred.
• Background in procurement insurance risk management or professional services is highly desirable.
• Exceptional communication skills with the ability to present complex financial concepts clearly.

Preferred Background

• Experience in consulting advisory or professional services environments.
• Familiarity with procurement or sourcing-driven business models.
• Exposure to insurance risk management or financial services.

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