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Head of Financial Planning

3 months ago

New York, New York, United States The Ladders Full time
At Fiera Capital

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:
  • Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
  • Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
  • Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture.
  • Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.
What we are looking for:

The Head of Financial Planning & Analysis (FP&A) will be responsible for successful leadership of the Financial Planning & Analysis function. The FP&A Head will be an active mentor to the existing team and build upon the current foundation. S/he will be a high-energy finance leader with a passion for providing senior management with strategic and business insights and recommendations, to facilitate financial decisions. S/he will develop enhanced metrics and KPIs to create holistic dashboard views which can be shared with management and the Board. S/he will be eager to work with, and capable of influencing senior stakeholders with clear, concise, and articulate narratives around financial metrics. The person will develop and cultivate productive business partnering relationships with key stakeholders and Global leadership teams. Reporting to the Global Head of Strategic Finance, this role will be a driving force behind business planning and help to foster a culture of transparency and accountability for driving profitable growth.

Key Relationships
  • Reports to: SVP, Head of Strategic Finance
  • Direct Reports: Team of 4-5 direct reports
Salary range

185, ,200 USD. This role is eligible for other compensation incentives, such as bonuses, benefits, and other perks.

Your responsibilities:
  • Develop global Financial Budget partnering with business and functional Heads.
  • Produce and explain Revenue and Expense forecast (rolling and point in time) reporting, and peer analysis.
  • Developing and tracking performance metrics, creating C-level presentations, and generally providing financial analysis on a variety of topics to senior management.
  • Driving forward looking processes including annual budget plan, monthly outlooks, and multi-year strategic plans.
  • Build and manage a sophisticated FP&A infrastructure to translate company specific, as well as external industry data, into the key strategic inputs and insights that will drive forward-thinking business decisions in support of Fiera's growth plans.
  • Continually evaluate systems and support structures for their capability to facilitate transparency and "best in class" business and financial planning processes. Continue to evolve and strengthen processes and substance around FP&A and management reporting, integrating new ideas and strategies that produce valuable and reliable financial information.
  • Build strong relationships across the Public Markets, Private Wealth, Private Markets and Global leadership teams, engaging with business leaders to ensure the level and quality of information needed to report on firm/business/geography performance is received. Be able to provoke the debate and influence the outcome; not simply act as a provider of analytics.
  • Support management team with data-driven analysis. Manage and participate in the analysis and interpretation of operating results, prepare executive reports, and analyze financial effects of various contemplated actions.
  • Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as AUM, revenues, expenditures, and profit margin. Monitor KPIs and identify the cause of any unexpected variances.
  • Develop and continually improve budgeting, financial projections, and operating forecast.
  • Implement a business intelligence tool and dashboard reports.
  • Develop and analyze financial models to support strategic initiatives.
  • Keep the stakeholder community aware of performance and progress, in a timely and reliable manner, assisting them in gaining a solid understanding of Fiera.
  • Assess and benchmark talent and develop plan to continue to recruit and develop a highly respected team regarded as experts at financial modelling and analysis.
Must have requirements to be successful in this role:
  • A bachelor's degree in accounting, finance, or business along with an MBA/ CFA / MSc Finance. CPA would be considered an asset.
  • 15+ years of experience in progressively more senior finance leadership roles in fast-paced, complex and, ideally, Global organizations, Asset or Investment management firms, Consulting firms or Investment banks known for producing strong finance and accounting executives.
  • Minimum 10+ years' experience leading FP&A efforts to enhance support capabilities (forecast, modeling, analytics, etc.).
  • Significant analytical skillset, including the utilization of BI and reporting tools.
  • Experience developing and presenting a deeper understanding of trends within the marketplace to track performance against competitors.
  • Ability to build collaborative relationships with stakeholders from various backgrounds and influence them consistently without authority.
  • Strategic and capable of delivering new insights to senior management.
CRITICAL LEADERSHIP CAPABILITIES

Driving Results
  • Demonstrated ability to succeed as a senior finance expert in a growth-oriented company managing multiple moving parts.
  • Acts to surpass goals, seizing opportunities to push the envelope.
  • Sets continually higher goals that are ambitious but realistic for self and team, geared to organizational objectives.
  • Focuses on new business opportunities that enable business development targets to be exceeded.
  • High level of commercial acumen.
Collaborating and Influencing
  • Invites and uses the opinions and perspectives of others.
  • Engages people in a dialogue to gain commitment and bring them on board, linking their perspective to the intent.
  • Adapts approach to the audience, anticipating impact of words and actions, preparing for possible resistance, and responding appropriately using a range of influencing styles.
  • Takes initiative to maintain contacts.
  • Excellent written and oral communication skills; a good listener with the ability to build relationships.
  • Strong influencing and interpersonal skills.
  • Ability to translate and express multi-dimensional financial information into key messages and insights.
Additional Information:
  • Fiera Capital adheres to a hybrid working environment with 3 days in-office per week
  • If you are interested in a career at Fiera Capital and you meet 70% or more of the requirements, do not hesitate to submit your application
#LI-Hybrid

For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant's accessibility needs due to disability.

Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.

Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.

We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.