Quick overview
Job description
A growing professional services organization is seeking an experienced finance leader to oversee its Financial Planning & Analysis (FP&A) function while partnering closely with executive leadership to drive strategic decision-making. This is a highly visible role offering the opportunity to influence business performance, improve financial processes, and help support the organization's continued growth.
Key Responsibilities
- Lead the annual budgeting, forecasting, and long-range planning processes.
- Develop financial models, dashboards, KPIs, and executive reporting to support business decisions.
- Analyze financial performance, identify trends, and provide actionable recommendations to leadership.
- Prepare monthly and quarterly reporting packages for senior executives and stakeholders.
- Partner cross-functionally to support strategic initiatives and improve financial performance.
- Provide oversight of accounting and financial reporting processes while collaborating with the accounting team.
- Support cash flow planning, treasury activities, and financial system optimization.
- Identify opportunities to improve processes, reporting, and operational efficiencies.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- Approximately 5–8 years of progressive finance experience, with a strong emphasis on FP&A.
- Experience leading budgeting, forecasting, financial modeling, and performance reporting.
- Strong analytical, problem-solving, and executive communication skills.
- Experience presenting financial information to senior leadership and business stakeholders.
- Proficiency with ERP systems, Excel, and business intelligence/reporting tools such as Power BI or similar platforms.
- Background in professional services, consulting, banking, or financial services is preferred.
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