Manager, Financial Planning & Analysis

Corporate Reporting & Governance

• Lead the preparation of monthly and quarterly corporate FP&A reporting packages including management reporting variance analysis and KPI dashboards.
• Ensure consistency accuracy and completeness of financial data across reporting outputs.
• Support executive leadership and Board-level reporting including narrative development and presentation materials.
• Maintain strong financial governance controls and documentation across planning and reporting processes.
• Partner closely with Accounting to ensure alignment between management reporting and financial statements.

Financial Planning & Forecasting

• Support annual budget long-range planning and rolling forecast processes at the corporate level.
• Consolidate inputs from business lines and ensure assumptions are well-supported and clearly articulated.
• Develop and maintain financial models to support enterprise-level forecasting and scenario analysis.
• Assist in identifying enterprise risks and opportunities through trend analysis and performance monitoring.

Financial Analysis & Insights

• Perform detailed variance analysis and root-cause assessments for revenue margin and expense performance.
• Provide clear structured financial insights to senior finance leadership.
• Support ad hoc analysis related to strategic initiatives cost management and performance improvement efforts.
• Monitor key financial and operational metrics and highlight emerging trends.

Systems Processes & Continuous Improvement

• Support enhancements to FP&A tools reporting systems and data processes.
• Drive standardization and automation of reporting deliverables where possible.
• Assist with system implementations upgrades and data integrity initiatives.

Team Leadership & Collaboration

• Provide day-to-day guidance and review support for analysts and managers within FP&A.
• Contribute to development of best practices for modeling reporting and analysis.
• Collaborate effectively with Accounting Strategy and other Finance teams.

AI Utilization & Development

• Contribute to the developing and implementing firm-approved AI-enabled solutions for clients in accordance with company policies on data protection intellectual property and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Required

• 6 years of post-qualification experience (PQE) in FP&A corporate finance or related roles.
• Strong experience in corporate-level financial reporting and forecasting.
• Advanced financial modeling and analytical skills.
• Strong attention to detail with the ability to manage complex datasets.
• Clear written and verbal communication skills particularly for executive reporting.
• Experience reviewing work and providing guidance to junior team members.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Professional services environment experience preferred including exposure to margin management utilization and project-based financial reporting.

Key Competencies

• Strong analytical and problem-solving capabilities.
• Structured disciplined approach to financial reporting and governance.
• Ability to operate effectively in a matrixed finance organization.
• Comfort working with senior stakeholders in a supporting analytical capacity.
• High standards for accuracy quality and timeliness.

Qualifications:

• Bachelors degree in Finance Accounting Economics or a related field.
• MBA CPA CFA or a comparable advanced financial credential.