Job Description
We are seeking an experienced Supervisor, Financial Planning and Analysis who will be responsible for day-to-day and strategic directions of the FP&A department. The role will oversee budgeting, forecasting, and planning.
Responsibilities include, but are not limited to:
- Work with our business systems team to design the FP&A process at Company utilizing BOARD
- Manage the corporate financial planning process and create an annual operating plan
- Analyze financial performance vs. forecasts and effectively communicates results to management
- Develop processes and provides value-added insight into the design of initiatives to achieve financial objectives
- Leverage financial analysis and business knowledge to identify opportunities and threats to optimize results and drive decisions
- Prepare and manage financial reporting for Executive Management and Board of Directors
- Lead FP&A projects and participates in continuous improvement initiatives
- Partner with management to forecast for strategic initiatives
- Analyze key performance indicators
- Perform other duties as required and assigned
Experience and Skills
- BA/BS in Accounting, Finance, Business, or Economics with emphasis in Accounting/Finance preferred
- 7+ years of experience in FP&A, with at least 2 years in a leadership role
- Experience in Financial Services industry, particularly broker/dealer, is preferred
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Strong analytical, problem-solving, and critical-thinking skills
- Strong leadership and management skills
- Ability to work independently
- Experience in BOARD software is a plus