Financial Planning & Analysis Lead

Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000021368Salary Type AnnuallyIndustry Asset ManagementSelling Points Lead financial planning and analysis for a dynamic organization, driving strategic initiatives and reporting excellence. Collaborate with senior leadership to shape financial strategies and enhance operational efficiency. Manage and mentor a team, fostering growth and innovation in financial analysis.Job DescriptionFinancial Planning & Analysis Lead OverviewThe Financial Planning & Analysis Lead oversees budgeting, forecasting, and management reporting processes for the organization.Collaborates with senior leadership to analyze financial performance and strategic initiatives.Manages the monthly reporting cycle, ensuring accuracy and alignment with corporate accounting.Leads firm-wide initiatives in conjunction with the strategic initiatives team.Maintains rolling forecasts and long-term planning models for financial strategy.Drives technology and AI initiatives to enhance department efficiency and reporting capabilities.Develops and manages a team, fostering growth and excellence in financial analysis.Ensures data integrity and consistency across management company data sources.Operates in a fast-paced environment, building processes to support organizational goals.Financial Planning & Analysis Lead Key Responsibilities & DutiesOwn the annual budget process, including headcount, compensation, and expense planning.Maintain rolling forecasts for management fees, department spend, and compensation pipeline.Administer DataRails architecture, ensuring data integrity and consistency.Prepare monthly management and department-level reporting, including variance analysis.Produce executive-ready variance narratives and board materials.Collaborate with the strategic initiatives team on projections and data-room support.Align FP&A reporting with monthly accounting close processes.Drive technological advancements, including automation and AI initiatives.Manage and mentor the Financial Reporting & Planning Analyst.Financial Planning & Analysis Lead Job RequirementsBachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.Minimum 10 years of FP&A or corporate finance experience; financial services experience strongly preferred.Expertise in budgeting, forecasting, and management reporting ownership.Proficiency in advanced Excel and financial modeling; experience with FP&A/BI tools preferred.Strong written communication skills for executive-ready narratives and materials.Collaborative approach to working with accounting and cross-functional teams.Comfortable operating in dynamic, fast-paced environments.Prior people-management experience with a focus on team development.Knowledge of management fee economics and expense structures is a plus.