Role Overview
The FP&A Manager will lead the day-to-day management of the firm’s fee revenue planning, forecasting, reporting, and analysis. The role will develop a deep understanding of the drivers of fee revenue and translate those drivers into clear financial insight for senior management.
What You Will Do
The responsibilities of the FP&A Manager include fee revenue planning, forecasting, and analysis, revenue reporting and executive insights, client flows and revenue driver analysis, revenue models, systems, and process improvement, and team management and development.
Why It Might Be a Fit
The ideal candidate will have a strong financial modeling and analytical skills, with the ability to connect business drivers to financial performance and translate results into actionable insights. The candidate will also have experience leading forecasting, financial planning, management reporting, and long-range planning, and strong executive communication and business partnering skills.
Requirements
- Bachelor’s degree in Finance, Accounting, or related field; MBA preferred
- Approximately 10+ years of relevant FP&A, corporate finance or related experience
- Financial services experience preferred, including banking, wealth management, private equity, or venture capital
- Demonstrated experience leading forecasting, financial planning, management reporting, and long-range planning
- Strong financial modeling and analytical skills, with the ability to connect business drivers to financial performance and translate results into actionable insights
- Proven ability to identify key trends, risks and performance drivers within complex financial data
- Strong executive communication and business partnering skills, with experience working across functions and with senior stakeholders
- Experience with ERP systems and financial planning software is preferred (e.g., Oracle, OneStream, Hyperion, Anaplan, SAP, or similar)
- Experience with data querying using SQL and dashboarding/visualization tools (Power BI or Tableau) is a plus
- Ability to operate independently, successfully manage direct reports, manage multiple priorities, and deliver high-quality work under recurring deadlines
Benefits
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
To apply for this job please visit myjobs.adp.com.
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