FP&A – Management Reporting & Budgeting Forecasting Lead

Ankura is a team of excellence founded on innovation and growth.

Ankura Corporate Overview:

The goal of Ankura Business Services (ABS) is to provide support and assistance to Ankuras client facing business groups. All of Ankuras ABS groups work together to achieve a common goal which is to create innovative solutions for our clients. ABS includes Finance Legal IT Services Marketing and Communications Real Estate Conflict Check Operations & Workplace Services and the People Office. Collaborative lateral thinking hard-earned experience expertise and multidisciplinary capabilities drive results. Together Ankuras ABS groups work in harmony to Protect Create and Recover Value for our clients.

Role Overview:

We are seeking a high-performing FP&A professional to serve as a key contributor in the consolidation enhancement and delivery of management reporting and enterprise budgeting and forecasting processes. This role operates as a senior individual contributor with significant visibility across the Finance organization and regular interaction with senior leadership.

The individual will be expected to develop deep subject matter expertise (SME) across financial planning reporting and systems - particularly Workday Financials and Workday Adaptive Planningand act as a trusted advisor to business stakeholders. This role combines strong financial acumen systems capability and business partnership to deliver insights that improve decision-making and business outcomes.

The ideal candidate is an independent thinker with a continuous improvement mindset strong analytical capabilities and the ability to translate complex financial information into clear actionable insights. This role is ideally located in the New York City Metro area but other locations may be considered. This role will be filled at the Director level within Ankuras structure.

Responsibilities:

Financial Modeling & Performance Analysis

• Design develop and maintain robust driver-based financial models assessing revenue margin utilization and headcount performance.

• Analyze business performance to identify trends risks and opportunities and translate findings into actionable insights.

• Perform scenario and sensitivity analysis to evaluate key business drivers and support strategic decision-making.

• Ensure models are transparent scalable and aligned with financial statements and core KPIs.

Management Reporting & Continuous Improvement

• Lead the monthly management reporting process including consolidation variance analysis and executive-level commentary.

• Continuously refine reporting outputs KPIs and frameworks to align with evolving business dynamics.

• Drive enhancements in reporting quality through automation and improved data structures.

• Ensure consistency accuracy and clarity across all reporting outputs.

Budgeting & Forecasting

• Support and help lead the annual budget and periodic forecasting processes including timelines assumptions and stakeholder coordination.

• Partner with business and finance leaders to develop credible well-supported forecasts.

• Maintain governance over planning processes including reconciliation documentation and version control.

Business Partnership & Collaboration

• Build strong collaborative relationships across Accounting People Office (HR) and business leadership.

• Demonstrate a proactive partnership mindset openly giving and receiving feedback to enhance outcomes.

• Exhibit strong project management discipline to ensure timely accurate delivery of key outputs.

• Act as a trusted advisor aligning financial insights with business strategy and operations.

Executive Communication & Stakeholder Engagement

• Confidently present financial results forecasts and business insights to senior leadership.

• Communicate complex financial concepts clearly and concisely to non-finance stakeholders.

• Support structured business reviews highlighting risks opportunities and recommended actions.

Systems & SME Capabilities

• Serve as an FP&A subject matter expert in Workday Financials/ERP including reporting capabilities and data structures.

• Demonstrate strong working knowledge of Workday PSA and its interaction with financial data (preferred).

• Support and leverage Workday Adaptive Planning for forecasting modeling and reporting.

• Utilize advanced Excel along with OfficeConnect and Power BI to enhance reporting and analytics.

• Continuously seek to improve system utilization automation and scalability of FP&A processes.

Requirements:

• Education: Bachelors degree or higher in related field.

• 812 years of FP&A or related experience including professional services or consulting exposure.

• Demonstrated experience with Workday Financials; Adaptive Planning experience highly preferred.

• Strong financial modeling and analytical capabilities.

• Solid understanding of accounting principles and financial reporting.

• Excellent communication and stakeholder management skills.

• Ability to operate independently while contributing in a collaborative team environment.

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For individuals assigned and/or hired to work in California Colorado New York or other states with relevant pay transparency laws Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets experience and training licensure and certifications and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The range does not include additional benefits outside of salary. At Ankura it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role. A reasonable estimate of the current base pay range is between $115000 to $155000; this range is not a promise of a particular wage.

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Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters if you have a disability and believe you need a reasonable accommodation to search for a job opening submit an online application or participate in an interview/assessment please email or call toll-free 1.. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes such as following up on an application or technical issues unrelated to a disability will not receive a response.