Senior Manager, Financial Planning and Analysis

Role Overview

• help lead budgeting, forecasting, and analysis at the corporate level
• Collaborate on the company's annual financial planning process, and monthly and quarterly forecasting with business partners to achieve business and company goals. Perform sensitivity analysis to understand potential outcomes and highlight major assumptions
• Collaborate with senior leadership to maintain and create metrics to assess the company’s fiscal performance and health
• Prepare monthly and quarterly budgets and forecasts to actuals. Measure and highlight variances from the forecast and provide deep insights with recommendations
• Serve as the integration point between the consulting org and talent acquisition/ resource management to ensure the right headcount each month and quarter
• Drive alignment on supply priorities across services & industries
• Partner with resource management and the consulting leaders to establish role-based utilization targets as part of annual planning
• Grow analysis capabilities with a focus on predictive metrics and data to monitor health across the company
• Provide critical insights and data analysis to business partners to improve the probability of achieving both short-term and longer-term financial outcomes
• Partner with leadership on long-term planning and cost management in alignment with Point B’s strategic plan
• Partner with Accounting team in planning and analysis, seeking out opportunities to increase visibility and understanding across teams of critical metrics and performance impacts
• Identify opportunities to increase efficiency, profitability, or company value
• Provide direct support and leadership for specific financial requests
• Participation in a wide variety of special projects
• Drive Technology Innovation/Optimization of Processes and Systems
• Understand system capabilities and availability technology; ensure that the company is utilizing existing and new technology to maximize value and efficiency of the FP&A team
• Optimize standard rhythm of the business FP&A processes, create consistency across team, work with IT to automate reporting, where possible
• Leveraging technology, identify and prioritize processes or areas that have opportunities for optimization and execute project plans to make these improvements

Requirements

• A Bachelor’s or Master’s degree in Finance, Business, Economics or other relevant field
• CPA and MBA or equivalent preferred
• 8+ years related experience
• 4+ years of industry experience, professional services experience highly desirable
• Proven technical aptitude and well-versed in a variety of financial systems (Salesforce desirable)
• Strong performer with demonstrated ability to work well under pressure, thrive in a fast-paced environment, and stay flexible through growth and change
• Articulate with excellent verbal and written communication skills. Capable of communicating complex financial information in an easy-to-understand format. Able to interact comfortably and drive alignment with the executive leadership team
• Ability to work with employees at all levels of the organization and a highly collaborative environment with a high growth, can-get-done mentality. This role is for doers; be able to get into the details and get the job done while at the same time being able to see the forest for the trees
• Ability to manage existing business processes, while introducing process improvements to increase organizational efficiencies and effectiveness
• Hold the highest standards for accuracy and ethics but also recognize how to balance accuracy and urgency
• Ability to operate successfully within a ‘virtual’ company
• Ability to work from home office
• Travel to support industries, geographic markets, networking, and general business management, as needed

Benefits

• competitive base pay
• benefits
• short-and long-term incentives
• flexibility
• leadership development opportunities