FP&A Market Leader Conner Payton

Job Summary:

The Financial Planning & Analysis (FP&A) Market Leader is responsible for managing financial analysis and planning efforts within a specific market of a Geography. This position focuses on understanding market dynamics and trends to provide actionable insights that support decision-making and enhance financial outcomes. The Market Leader collaborates with Client Facing Market Leaders and FP&A Geography Leaders to align financial strategies with market opportunities and challenges, supporting planning and forecasting activities relevant to their specific market.

Job Duties:

• Leverages technology to research, compile and analyze financial information, both standard and ad hoc
• Monitors and analyzes financial performance against budgets/forecasts
• Researches and determines causes of budget variances and communicates to the leaders 
• Works with leaders this role supports to prepare budgets, forecasts and long-term plans
• Provides supplemental financial processes/systems training to end users, and actively seeks ways to improve process and share knowledge
• Monitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate
• Supports preparation of executive management and board meeting materials
• Establishes strong rapport with leaders and peers throughout the organization
• Leads and manages FP&A activities for a client base with a medium scope of responsibility
• Provides insight & analysis to leaders
• Strategically partners with firm leaders to proactively anticipate issues, maximize profitability, and minimize financial risk
• Other duties as required

Supervisory Responsibilities:

• May serve as a career advisor, as assigned

Qualifications, Knowledge, Skills, and Abilities: 

Education:

• Bachelor’s degree, required; focus in Accounting or Finance, preferred

Experience:

• Six (6) or more years of finance experience, required 
• Prior experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred
• Prior managerial experience, preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically advanced proficiency in Excel, required
• Prior experience using financial systems such as PeopleSoft, Hyperion or OneStream strongly, preferred

Other Knowledge, Skills & Abilities:

• Displays superior verbal and written communication skills
• Capable of working and communicating effectively with professionals at all levels
• Ability to work in a deadline-drive environment 
• Ability to successfully multi-task while working independently or within a group environment
• Superior analytical and the ability to apply analysis in determining appropriate next steps 
• Keen attention to detail
• Leadership & strategic thinking skills

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $95,000 - $120,000
Maryland Range: $95,000 - $120,000
NYC/Long Island/Westchester Range: $95,000 - $120,000