FP&A Manager

Job Description

About the Opportunity

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Our client, a leading independent global financial advisory firm, is seeking an FP&A Manager for its New York City office. This role sits within the finance team supporting the firm's advisory business and partners directly with the senior executive who runs it. The hire will drive global planning, reporting, and performance management, with regular exposure to the C-suite and board. It offers a front-row seat to a major integration initiative and a path to grow within a small, collaborative team. The position includes one direct report and follows a hybrid schedule with three days in the office.

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Job Responsibilities

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• Play a central role in the global planning cycle, including the annual budget, quarterly forecasts, and weekly revenue outlooks, in partnership with regional finance teams and business leaders
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• Build and maintain financial models that track key performance indicators and turn the results into actionable insight
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• Lead cross-functional finance transformation efforts to improve reporting, forecast accuracy, data quality, and efficiency
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• Apply accounting knowledge to validate results, explain variances, and protect the integrity of management reporting
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• Serve as the finance partner to middle office and corporate functions
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• Lead preparation of quarterly board materials and supporting analyses
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• Support Investor Relations ahead of earnings calls by developing detailed Q&A materials and analyses
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• Develop dashboards, models, and management reports with the business's IT team
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• Deliver monthly regional presentations to senior management
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• Run the monthly non-compensation expense analysis, identifying cost drivers and recommending savings
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• Support and validate global cash forecasting to inform capital deployment decisions
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• Provide ad hoc strategic and financial analysis for senior leadership
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• Manage and mentor one finance professional, overseeing their deliverables and development
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Job Requirements

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• 10+ years in financial planning and analysis, corporate finance, or management reporting, ideally within an investment bank, financial institution, or professional services firm
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• Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record
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• Full P&L ownership experience; non-financial-services candidates should come from large corporate environments with budgeting responsibility
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• Working knowledge of accounting principles; month-end close or controllership exposure is a plus
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• Advanced Excel and financial modeling skills, plus executive-level PowerPoint presentation skills
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• Experience with SAP, Power BI, Tableau, Alteryx, Power Query, or CRM platforms is beneficial
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• Experience leading or contributing to finance system implementations or reporting automation projects
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• Strong analytical, data management, and problem-solving abilities
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• Excellent written and verbal communication, with the poise to work with senior leaders globally
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• Self-motivated leader who can mentor others and keep high standards for accuracy in a fast-paced setting
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• Hybrid schedule with three days per week in the New York City office
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The total compensation is up to $170k . Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

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