Director, Financial Planning and Analysis

1 week ago


New York, New York, United States Stone Management Full time
Job Overview:

Stone Management is seeking a seasoned finance professional to join their team as a Director, Financial Planning and Analysis. This role will play a critical part in supporting strategic finance work that drives decision-making at the senior management and investor level.

Key Responsibilities:
  • Collaborate with senior leaders and business partners to develop and manage financial plans, leading regular financial reviews, and identifying areas for improvement.
  • Contribute to the preparation of monthly reporting packages for senior management, including summary financial results, analysis of key business trends, and executive summaries.
  • Manage financial analysis to provide insights for decision-making around areas for targeted investment, including client forecasts, client mix, client profitability, and client turnover metrics.
  • Support financial analysis on mergers and acquisitions, strategic partnerships, and key business initiatives.
  • Contribute to CFO presentations to management and the Board of Directors.
  • Drive the development of sustainable processes for financial reporting, including identifying major opportunities, key proposals outstanding, win/loss rates, and cash flow management.
  • Research and 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, with a mix of accounting-focused and financial planning and analysis-focused roles.
  • Bachelor's degree in accounting, finance, or a 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, balancing competing priorities.
  • Experience defining analytical projects and analyzing data to deliver practical insights in a clear, concise format.
  • Strong knowledge of financial modeling, forecasting, and budgeting techniques, along with proficiency in financial software and 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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