Financial Planning and Analyses FP&A Process Lead

Practice Group / Department:

Job Description

Reporting to the Director of Global Finance Operations, the FP&A Process Lead is responsible for the standardization and alignment of the firm’s budgeting and forecasting processes across the member firms, and ongoing review and implementation of best practices to support the financial planning and analysis activities, including financial reporting and competitor bench marking analyses.

Responsibilities

Strategic Alignment

• Build a strong, trusted rapport with global department leads and regional FP&A counterparts.
• Prepare business cases to support new projects, strategic and other business decisions.
• Evaluate current budgeting tools and assess their fit with new processes.

Operational Leadership

• Collaborate with regional FP&A leadership to deliver annual budgets and periodic forecasts.
• Prepare monthly, quarterly and annual financial reporting to the firm and practice group leadership (Executive Committee, etc.)
• Utilize Power BI, Tableau to deliver meaningful insights into business performance.
• Develop financial models and analyses to support strategic initiatives as required.

Continuous Improvement

• Review existing processes and procedures to develop recommendations for improvement efforts to improve firm’s profitability.
• Evaluate technology and automation opportunities to drive efficiency and agility within the FP&A processes.
• Support regional implementation of the budgeting and planning software (CCH Tagetik).

Qualifications

• Bachelor's Degree in Accounting, Finance or other related field
• MBA or other post-graduate degree is highly preferred
• CPA, CMA, ACA, ACCA or CA is preferred
• 5+ years of experience in a Financial Planning and Analyses management role with strong focus on financial reporting.
• Experience in a multi-national organization is preferred

Technical & Specialist Knowledge

• Proficient in Microsoft Office 365
• Hands on experience with planning software such as CCH Tagetik or similar
• Advanced user of Tableau, BI, PowerBI or other data visualization tools
• Strong leadership and consensus building skills
• Exceptional analytical and critical thinking skills
• Articulate with excellent verbal and written communication skills
• Ability to think creatively, highly-driven and self-motivated

Diversity, Equity and Inclusion

To attract the best people, we strive to create a diverse and inclusive environment where everyone can bring their whole selves to work, have a sense of belonging, and realize their full career potential. 

Our new enabled work model allows our people to have more flexibility in the way they choose to work from both the office and a remote location, while continuing to deliver the highest standards of service. We offer a range of family friendly and inclusive employment policies and provide access to programmes and services aimed at nurturing our people’s health and overall wellbeing. Find more about Diversity, Equity and Inclusion here.

We are proud to be an equal opportunities employer and encourage applications from individuals who can complement our existing teams. We strive to create an inclusive and accessible recruitment process for all candidates. If you require any tailored adjustments or accommodations, please let us know here.