Job DescriptionWe 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 BOARDManage the corporate financial planning process and create an annual operating planAnalyze financial performance vs.
forecasts and effectively communicates results to managementDevelop processes and provides value-added insight into the design of initiatives to achieve financial objectivesLeverage financial analysis and business knowledge to identify opportunities and threats to optimize results and drive decisionsPrepare and manage financial reporting for Executive Management and Board of DirectorsLead FP& A projects and participates in continuous improvement initiativesPartner with management to forecast for strategic initiativesAnalyze key performance indicatorsPerform other duties as required and assignedExperience and SkillsBA/BS in Accounting, Finance, Business, or Economics with emphasis in Accounting/Finance preferred7+ years of experience in FP& A, with at least 2 yearsin a leadership roleExperience in Financial Services industry, particularly broker/dealer, is preferredProficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)Strong analytical, problem-solving, and critical-thinking skillsStrong leadership and management skillsAbility to work independentlyExperience in BOARD software is a plus