Kodiak Financial Planning and Analysis Lead

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Your Journey at Crowe Starts Here:

At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a “Best Place to Work.” We are 75 years strong and still growing. Come grow with us!

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The Assistant Director of Financial Planning and Analysis is responsible for providing support and overseeing the Financial Manager function across all of Crowe's BUs. Because of the varying level of financial acumen in the various BUs this will look different in the four client facing BUs (coordinate communication / drive cross BU collaboration / identify best practices ) and the firm's internal BUs. This position will also be responsible for overseeing the day to day operations and strategic planning for the Crowe's Annual Budget Process, Reforecast, and Growth Model. KEY RESPONSIBILITIES

• Lead the budget, reforecast, and growth model processes for Crowe. This would include:

o Establishing a timeline for the budget process and coordinating communications o Work with Firm IT to identify enhancements that can be made to TM1 for better reporting / easier practices o Review of budget model data and Workday budget data for accuracy / completeness o Work directly with budget model users to help them customize their views / approaches to increase their efficiency and effectiveness o Ensure consistent approaches used by all BU for final budget information to ensure ability to pull reports at a firm level o Drive the development of a new budget process o Working with Tracy Kenna, develop the reports used for meetings with BU Leadership, Management Committee, and Board

• Mentor the financial managers within each of the Internal BUs to help enhance their financial understand / acumen.
• Collaborate with all Financial Managers to either help them answer questions they are struggling with or to answer questions driven by the firm.
• Facilitate monthly meeting for Client Facing BU Financial Managers where best practices are shared and Key Financial Matters are communicated that will impact the BUs.
• Establish a reporting process / cadence that can be utilized by all internal BUs.
• Facilitate a monthly meeting for the Internal BU Financial Managers were best practices are shared and Key Financial Matters are communicated that will impact the BUs.
• Identify major MTD and YTD variances from budget to actual by BU that can be used for follow-up conversations with the CFO and leaders of each BU.
• Financial modeling / analysis related to Crowe's Growth Model and Acquisitions

POSITION REQUIREMENTS:

• Bachelor's degree; Finance or Accounting. CPA or relevant certification preferred.
• Experience in finance related business role
• Strong interpersonal communication skills (both written and verbal) and the ability to work effectively with a wide range of constituencies.
• Solid experience using quantitative and qualitative analytical strategies and working with multiple data sources to generate insights from analyses (e.g. dashboards, tables, metrics) answering questions or creating solutions, and manipulating data (e.g. check for data issues, clean, merge)
• Experience using data visualization (e.g. tables, graphs) to tell a story and represent analyses to an executive audience
• Ability to connect business strategy to financial strategy
• Proven capability to balance multiple priorities and excellent written and visual communication skills
• A strong sense of curiosity about the world and social behavior
• Project management experience
• Ability to understand strategic objectives and translate into delivery via compelling, well framed presentations
• Strong problem formulation and problem-solving skills
• Superior learning agility; able to learn independently from a variety of sources; ability to thrive in ambiguous situations
• Collaboration skills to develop buy-in and consensus that drives progress and results.

The above statements are intended to describe the essential job functions and level of work performed by individuals assigned to this classification. They are not to be construed as an exhaustive list of all duties performed by personnel occupying this position.

Our Benefits: At Crowe, we know that great people are what makes a great firm. We value our people and offer employees a comprehensive benefits package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.