Vice President of FP&A Solutions

3 weeks ago

Fort Lauderdale, United States Marcum LLP Full time

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

The Vice President of FP&A Solutions will be responsible for overseeing and driving the success of FP&A product implementations, such as Planful and Vena for our external clients. This role involves business development, client relationship management, solution implementation, and delivery of high-quality financial planning and analysis services. The ideal candidate will possess deep expertise in FP&A and Close Management, such as Planful, Vena, Trintech and other similar products, strong leadership and team management experience, and client-facing skills and to support the growth and success of both our clients and our organization.

Key Responsibilities:

Oversee the delivery of high-quality FP&A services to clients, leveraging Planful and Vena to optimize financial planning, budgeting, forecasting, and reporting processes. Lead the business development efforts to identify and secure new client engagements focused on Planful and Vena solutions. Develop and maintain strong relationships with clients, understanding their unique needs and providing tailored solutions that drive their financial success. Collaborate with clients to develop and execute financial strategies that align with their business goals and objectives. Continuously improve FP&A processes for clients, leveraging technology and best practices to enhance efficiency and effectiveness. Manage the implementation of Planful and Vena solutions for external clients, ensuring seamless integration and successful deployment. Lead and mentor a team of FP&A professionals, providing guidance and support to ensure effective client service and professional development. Analyze client financial performance, identify trends, and provide actionable insights to support informed decision-making and strategic planning. Ensure timely and accurate financial reporting for clients, including monthly, quarterly, and annual reports, as well as ad-hoc financial analyses. Prepare and present financial reports and analyses to clients, executive leadership, and other stakeholders as needed. Develop and maintain financial models to support client strategic planning, capital allocation, and business case analysis. Collaborate with the IT department and clients to ensure seamless integration and functionality of Planful and Vena solutions. Monitor and manage key financial metrics and KPIs for clients, providing regular updates and recommendations. Represent the firm at conferences, and deliver online and in-person seminars and speaking engagements.

Qualifications:

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or advanced degree preferred. Minimum of 10 years of experience in financial planning and analysis and Close Management Extensive expertise in Planful and/or Vena solutions, including implementation and optimization. At least 5 years in a leadership role. Proven experience in managing FP&A processes for external clients. Strong understanding of financial principles, accounting standards, and business operations with the ability to manage your own P&L. Demonstrated track record of business development and securing client engagements. Exceptional analytical, problem-solving, and strategic thinking skills. Excellent professional level communication and interpersonal skills, with the ability to collaborate effectively with clients and across all organizational levels. Advanced proficiency in financial modeling and analysis tools. High level of integrity and professionalism, with a commitment to ethical standards and practices. Ability to adapt to a fast-paced, dynamic work environment and manage multiple priorities.

Ability to travel – up to 25%

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