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Head of Financial Planning
2 months ago
Reference #: Req-6536 Job Description
EisnerAmper is seeking our next Head of Financial Planning & Analysis (FP&A). This highly visible leadership position has ownership of deliverables for the financial and operational drivers of the Company. The incumbent will lead a team of highly effective and driven Managers of planning and analysis who identify and manage data sources from across the Company, perform original analyses of performance, and communicate insights to the Finance team, the Business Unit leaders, Executive Committee, and the Board of Directors, within deadline-driven timeframes. Working with the CFO, the Controller and the Treasurer, the incumbent will help drive enterprise value growth. What you'll be doing:
Managing the flow of information to the Executive Committee and the Board for monthly and quarterly updates and building the financial projections for the year ahead and revising them through the year.
Lead financial presentations of insights and analyses. Design and perform rigorous financial analyses and commentary for the monthly reporting package, metric reports, and frequent ad hoc reports including the margin forecast, budget vs. actual analysis, trend analysis, and variances and other standard analyses of enterprise and business unit performance.
Develop, maintain, and innovate core FP&A databases and tools, including interacting with business units on key data streams, developing a deep understanding of the relationship between underlying metrics and financial performance, and independently extracting insights to communicate to the Board and Executive Committee.
Hands on analysis of M&A transactions for impact to the budget and prior year pro forma results
Analysis of our Company to validate our business model, understand our cost drivers and provide insights to the CFO for controlling expense growth and ensure we are using our resources most effectively. This element of the role involves: Reviewing specific cost drivers (e.g. personnel, technology and otherwise), through in-depth reviews, working with the business to understand the drivers with the aim of optimizing costs and to enhance efficiencies.
Working with many different teams with competing priorities, in order to ensure that the consolidated picture is distilled into the key messages and themes to enable the CFO to evaluate the business globally.
Coordination of EisnerAmper's planning and forecasting processes, with a particular focus on:
The annual budget process including analysis of historical trends, resource requirements and capacities, and providing supporting materials for business unit budget.
Working with the heads of each Division to drive forecasting advancements and methodologies that continually enhance Finance's ability to support the executive leadership, which requires a thorough understanding of all elements of our business sectors
The creation of high-level analytics to help business managers better understand their P&L levers and to increase awareness as to how profits can be optimized
The design and implementation of Key Performance Indicators (KPI's) to accurately capture and allocate costs to their appropriate drivers
Developing Companywide policy in respect of forecasting (rolling plan methodology improvements, monthly cycle activity, etc)
Oversight for Forecasting and Planning using SAP and its deployment across the entire business. Lead planning, forecasting and associated reporting including data strategy and marshal the business resources to execute on that strategy. Relationship management with all divisional SBU senior leaders to ensure both buy-in and alignment of the Divisional/SBU objectives.
Role will lead a global staff of 20+ professionals, including management and staff teams across the US and India
The position is well positioned to be the successor for the CFO. We're looking for someone who has:
Bachelor's degree in Finance or Accounting required, lus 15 years progressive development and experience in applicable business roles.
Must have worked in a Private Equity owned portfolio company with heavy M&A activity, ideally with a revenue run-rate north of $500 million per year. Ideally, you'll also have:
MBA or Master's degree Finance or Accounting and/or CPA.
Experience as a thought partner for the CFO
The ability to work through complex issues with all members of senior management and successfully represent matters with management
A track record of success in driving effective financial reporting and operational accounting, as well as financial performance improvements in a best-in-class global services setting
A solid hands-on business executive who understands the total business process
A high-energy yet balanced individual who is creative, flexible, and self-starting, with strong leadership capabilities.
A perceptive individual who can digest reports from a variety of areas and knows when to intercede to divert impending problems.
An analytical individual, who has a strong detail orientation, yet maintains the ability to look at the total picture when making recommendations
An excellent communicator with strong verbal and written skills who can communicate on a regular basis with key individuals in the organization on the business, financial and strategic goals of the Company.
An individual of unquestioned integrity and ethics
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
About our Finance Team:
The EisnerAmper Finance Group's mission is to "be the best" by providing fast and accurate financial data and insights to support business decisions at every level of the firm. By exercising a genuine care for our colleagues and clients, we can be the best partners, innovators and versions of ourselves.
Between our strategic curiosity, creative mindsets and deep understanding of every aspect of the business, we examine finances in a different way than your average team. We see success by encouraging, creating and presenting disruptive new ideas that challenge the status quo and seeing them through completion. Whether it's rethinking an old process, implementing automation or creating new models, all EisnerAmper Finance colleagues play a direct role in both the client and firm's growth.
Because we function in a cohesive culture that is based on trust and accountability, we can not only identify ways for growth as a department but also as individuals, while earning lasting visibility for our accomplishments.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as w
