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Financial Planning & Analysis Manager

$120k - $145k

Genesis10

Financial Planning & Analysis ManagerGenesis10 is currently seeking a Financial Planning & Analysis Manager for a direct hire position with a Global Financial Advisory Firm located in New York, NY.This FP&A Manager role sits within the Global Financial Advisory Finance team and serves as a key strategic partner to senior leadership. The role supports global financial planning, reporting, performance management, and strategic initiatives, working to deliver actionable insights that inform business strategy and resource allocation. The ideal candidate brings strong analytical and modeling capabilities, accounting knowledge, and excellent communication skills.Responsibilities:Play a key role in the global financial planning cycle including annual budget, quarterly forecasts, and weekly revenue outlooks, partnering closely with regional finance teams and business leadershipCreate financial models to monitor and report upon key performance indicators for the business, providing strategic actionable insightsLead cross-functional finance transformation initiatives focused on improving reporting, forecasting accuracy, data quality, and operating efficiencyLeverage accounting knowledge to validate financial results, interpret variances, and ensure integrity of management reportingServe as a key finance partner to the Middle Office and corporate functionsLead the preparation of the quarterly Board materials and related analysesPartner with the Investor Relations team as they prepare for quarterly earnings calls, by leading the preparation of detailed Q&A materials and analysesBuild and maintain financial models, dashboards, and management reports in partnership with the Financial Advisory IT teamDeliver monthly regional presentations for Senior ManagementConduct monthly non-compensation expense analysis, analyzing cost drivers and recommending cost saving initiativesSupport and validate cash forecasting across the global business enabling senior management to make informed capital deployment decisionsPartner with business leadership and the Financial Advisory IT team on transformation and strategic initiativesDeliver ad hoc strategic and financial analyses for senior management and executive decision-makingIdentify and implement enhancements to financial processes, reporting capabilities, data quality, and systems to improve efficiency, accuracy, and standardizationManage and mentor a team of one finance professional, providing oversight of deliverables, development, and performance managementRequirements:10 years of experience in financial planning and analysis, corporate finance, management reporting, ideally within an investment bank, financial institution, or professional services environmentUndergraduate degree in Finance, Accounting, Economics, or a related field with a strong academic recordPractical understanding of accounting principles, with experience in month end close, or controllership roles a plusStrong analytical, data management, and problem-solving capabilitiesHigh level of professionalism with the ability to engage effectively with senior leadership globally and collaborate across Finance and other corporate functionsExperience in leading or being a significant contributor to finance system implementations, or reporting automation initiativesExcellent written and verbal communication skillsSelf-motivated and able to motivate, mentor and lead a teamHigh standards of accuracy, organization, and attention to detail; comfortable operating in a fast-paced environmentDesired skills:Advanced proficiency in Microsoft Excel, financial modeling, and executive level PowerPoint presentation skillsExperience with SAP, Analysis for Office, AI, Power Query, Alteryx, and/or Power BI / Tableau beneficialPay range: $120,000 - $145,000 per yearOnly candidates available and ready to work directly as Genesis10 employees will be considered for this position.If you have the described qualifications and are interested in this exciting opportunity, please apply!

Vacancy posted 3 days ago
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