Senior Lead, Financial Planning & Analysis

Role Overview

As a Sr Lead FP&A Analyst, you will lead financial planning, forecasting, monthly close processes, reporting and performance analysis across the Chief Client Office. You will partner with Client Office and finance leaders to develop financial plans and forecasts and translate financial results into clear business insights to drive informed business decisions.

What You Will Do

Lead long-range planning, annual budgeting, forecasting and close reporting across the Client Office. Deliver monthly financial reporting and variance analysis across plan, forecast and actual results for key stakeholders.

Why It Might Be a Fit

This role will help improve the Client Office’s financial operating model through automation, cost-saving initiatives and stronger planning processes. You will drive better decision making with clearer insights and a more scalable operating model.

Requirements

• Bachelor’s degree in finance, accounting, economics or a related field.
• Five or more years of progressive experience in financial planning and analysis, budgeting, forecasting or a related finance role.
• Strong financial modeling, forecasting, variance analysis and scenario-planning skills, along with a solid understanding of accounting concepts.
• Proven ability to translate complex financial information into clear recommendations, communicate with senior leaders and manage multiple priorities in a fast-paced environment.

Benefits

• Internal career growth opportunities
• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back

Tagged as: Financial Modeling