Senior FP&A Specialist

The Senior FP&A Specialist acts as a primary client contact, leads solution design discussions, provides strategic recommendations, and helps ensure projects are delivered on time, within scope, and aligned to client needs. This role is responsible for managing client engagements from initial scoping through implementation, launch, and post-go-live support.Success FactorsResponsibilitiesLead discovery with clients to assess business objectives, operational challenges, and reporting requirements, and recommend the FP&A modules and solution components best aligned to their needs.Integrate FP&A solution and its modules into the client's current financial platformsProvide ongoing support after integration (training, prototype sessions)Develop and facilitate customized learning to meet the client's needs prior to launchCollaborate with the client to build models based on their needsDevelop and lead implementation strategies, governance structures, and project plans, including facilitation of weekly status meetings, executive updates, and issue-resolution discussions as needed.Manage project scope, tasks, deadlines, budgets and work with project team through implementationAnalyze client's current data and provide recommendations on how to integrate into Adaptive InsightsMaintain strict confidentiality of client, employee, and firm information while upholding professional standards, data security expectations, and firm policies.People Management/RelationshipsTakes initiative to be a team player (seeks out opportunities to help others)Treats everyone with respectDevelops loyalty and trust with teamSuccessfully adapts to different personalities and working stylesProactively and effectively communicates information regarding status issues to team membersHolds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestionsBusiness Growth (if applicable)Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and successRequired SkillsStrong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusionsAbility to work independently and under pressure, meet deadlines and work on multiple projects simultaneouslyStrong project and time management skillsCollaboration with geographically disbursed teamsProblem solving, conceptual and analytical skills; ability to shift focus and adapt to changeEducation, Experience and CertificationsBachelor’s degree or commensurate experienceBackground in accounting and/or financial planning & analysis (FP&A) and experience in budgeting, forecasting and financial reporting/consolidation preferredMinimum of five years’ experience in an RKLe approved FP&A solutionProficiency with Microsoft Office SuiteAdvanced knowledge in Microsoft Excel and SQL (or equivalent databases)Excellent organizational skills and ability to thrive and adapt in a fast paced environmentExcellent attention to detail with the ability to manage multiple projectsEssential FunctionsMust be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external customers as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assigned.Salary Range:$90,000 - $110,000 #J-18808-Ljbffr