FP&A - Management Reporting & Budgeting / Forecasting Lead

Role Overview We are seeking a high-performing FP&A professional to serve as a key contributor in the consolidation, enhancement, and delivery of management reporting and enterprise budgeting and forecasting processes. This role operates as a senior individual contributor with significant visibility across the Finance organization and regular interaction with senior leadership. The individual will develop deep subject‑matter expertise across financial planning, reporting, and systems – particularly Workday Financials and Workday Adaptive Planning – and act as a trusted advisor to business stakeholders. The position combines strong financial acumen, systems capability, and business partnership to deliver insights that improve decision-making and business outcomes. The ideal candidate is an independent thinker with a continuous improvement mindset, strong analytical capabilities, and the ability to translate complex financial information into clear, actionable insights. This role is ideally located in the New York City Metro area, but other locations may be considered. The role will be filled at the Director level within Ankura’s structure. Responsibilities Design, develop, and maintain robust, driver‑based financial models assessing revenue, margin, utilization, and headcount performance. Analyze business performance to identify trends, risks, and opportunities, and translate findings into actionable insights. Perform scenario and sensitivity analysis to evaluate key business drivers and support strategic decision‑making. Ensure models are transparent, scalable, and aligned with financial statements and core KPIs. Lead the monthly management reporting process, including consolidation, variance analysis, and executive‑level commentary. Continuously refine reporting outputs, KPIs, and frameworks to align with evolving business dynamics. Drive enhancements in reporting quality through automation and improved data structures. Ensure consistency, accuracy, and clarity across all reporting outputs. Support and help lead the annual budget and periodic forecasting processes, including timelines, assumptions, and stakeholder coordination. Partner with business and finance leaders to develop credible, well‑supported forecasts. Maintain governance over planning processes, including reconciliation, documentation, and version control. Build strong, collaborative relationships across Accounting, People Office (HR), and business leadership. Demonstrate a proactive partnership mindset, openly giving and receiving feedback to enhance outcomes. Exhibit strong project management discipline to ensure timely, accurate delivery of key outputs. Act as a trusted advisor, aligning financial insights with business strategy and operations. Confidently present financial results, forecasts, and business insights to senior leadership. Communicate complex financial concepts clearly and concisely to non‑finance stakeholders. Support structured business reviews highlighting risks, opportunities, and recommended actions. Serve as an FP&A subject‑matter expert in Workday Financials/ERP, including reporting capabilities and data structures. Demonstrate strong working knowledge of Workday PSA and its interaction with financial data (preferred). Support and leverage Workday Adaptive Planning for forecasting, modeling, and reporting. Utilize advanced Excel along with OfficeConnect and Power BI to enhance reporting and analytics. Continuously seek to improve system utilization, automation, and scalability of FP&A processes. Requirements Education: Bachelor’s degree or higher in a related field. 8–12+ years of FP&A or related experience, including professional services or consulting exposure. Demonstrated experience with Workday Financials; Adaptive Planning experience highly preferred. Strong financial modeling and analytical capabilities. Solid understanding of accounting principles and financial reporting. Excellent communication and stakeholder management skills. Ability to operate independently while contributing in a collaborative team environment. Compensation For individuals assigned and/or hired to work in California, Colorado, New York or other states with relevant pay transparency laws, Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The range does not include additional benefits outside of salary. At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role. A reasonable estimate of the current base pay range is between $115,000 to $155,000; this range is not a promise of a particular wage. EEO Statement Ankura is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email View email address on click.appcast.io or call toll‑free View phone number on click.appcast.io. 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