Director, Financial Planning

2 months ago

New York, United States Stone Management Full time

Our client, a global PR/ Strategic Communications firm is seeking a sharp finance professional to be a Director on the FP&A team for the US Region.  This position will be based in the NY office and follows a hybrid schedule with an expectation of at least three days per week in the office.

 

Job Overview:

 

This Director will play a critical role for our finance team, supporting strategic finance work instrumental to decision making at the senior management and investor level. This position encompasses various aspects of day-to-day business operations, including preparing financial reports for senior management, assisting in the budgeting and forecasting processes, analyzing client-level financial performance combined with collaboration with internal client leads to positively impact profitability on those accounts.

 

A core aspect of this role will involve acting as a business partner to division and sector leads around all aspects of managing their individual lines of business. Measuring financial performance at this level is a new approach and a key initiative of the Finance team.  

 

While technical skills are important, the successful candidate will bring other attributes that will lead to their success, such as: accountable, curious, proactive, focus on continued improvement, collaborative, good colleague within the Finance team, ability to balance competing priorities while pivoting as needed.   

 

This position reports to the Managing Director, FP&A. 

 

Key Responsibilities:

 

  • Collaborate with division heads and sector leads as a business partner; learn their clients & teams, create and manage financial plans, lead regular financial reviews, identify areas of focus and improvement
  • Contribute to preparation of monthly reporting packages for senior management that include summary financial results, analysis of key business trends and proper executive summary (i.e. telling the story rather than a focus on numbers)
  • Manage client analysis to provide insight for decision making around areas for targeted investment; client forecasts, client mix (by industry, practice area, fee structure, referral source, etc.), client profitability, client turnover metrics
  • Learn pricing strategies in order to work directly with Partners on new business opportunities
  • Support financial analysis on M&A activities and key strategic partnerships, including transaction modeling and due diligence
  • Contribute to CFO presentations to management, along with Board of Directors reporting
  • Drive development of sustainable process for pipeline reporting, to include identifying major opportunities, key proposals outstanding, win/loss rates
  • Cash flow management to include daily cash forecasting, long-term cash projections and working capital analysis
  • Research to develop intelligence around industry trends and benchmarking
  • Play an integral role in the annual budgeting and quarterly forecasting processes
  • Drive continuous improvement in financial processes, systems, and tools to enhance efficiency and effectiveness.

 

Qualifications:

 

  • 6- 10 years of accounting/finance experience; ideal candidate will have had both accounting focused and FP&A focused roles
  • Bachelor’s degree in accounting, finance, or related field; MBA and/or CPA an asset
  • Curious, proactive, resourceful and results-driven, with a continuous improvement mindset
  • Collaborative and team-oriented with a strong sense of accountability.
  • Ability to work independently and collaboratively in a fast-paced environment while often balancing competing priorities
  • Experience defining analytical projects and analyzing data in order to deliver practical insights in a clear, concise format (both written and verbal)
  • Strong knowledge of financial modeling, forecasting, and budgeting techniques along with proficiency in financial software and tools (e.g., Excel, ERP systems, BI tools).
  • Exceptional interpersonal and communication skills, with the ability to confidently engage and interact with senior leadership.
  • Professional services industry experience a plus

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