Financial Planning Director

4 days ago

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

We are seeking an experienced Financial Planning & Analysis (FP&A) professional to join our team as a Director, Financial Planning. This role will be based in the New York office and follows a hybrid schedule with an expectation of at least three days per week in the office.

This is an exceptional opportunity for a finance expert to support strategic finance work instrumental to decision-making at the senior management and investor level. The successful candidate will play a critical role in our finance team, encompassing 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.

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.
Requirements:
  • 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.

$150,000 - $180,000 per year, depending on experience and qualifications.

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