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Financial Planning and Analysis Manager(36191)

Employer
Truity Partners (formerly Baker Tilly Search & Staffing)
Location
Milwaukee
Salary
Competitive

View more

Industry
Education
Role
Manager
Job Type
Long-Term
Hours
Full Time

Manager of FP&A (CS36191)

Our client, a fast-growing Financial Services company, is looking to add a Manager of FP&A to their team. The ideal candidate will have some experience in change management with a background in PowerBI, Power Query, Alterix or similar date tools.

RESPONSIBILITIES

  • Develop and provide business units with analysis of performance, financial modeling, and ad-hoc reporting while using a consulting mindset.
  • Handle month-end process by providing input data to the Financial Reporting team
  • Communicate variances, key operating metrics, highlights, and financial performance to multiple audiences.
  • Oversee the process of updating the annual budget while working closely with other business unit leaders to forecast projections.
  • Provide relevant summary information to senior management
  • Monitor stock market activity to understand the impact of external events on business activity
  • Work closely with associates in other countries to report on Global numbers
  • Improve overall performance through team-wide initiatives
  • Manage and train associates through recruitment, retention, performance management, training, and career guidance.

The Manager of FP&A will possess the following:

EXPERIENCE REQUIRED

  • 6+ years of experience in a related position
  • Bachelor's degree in Business
  • Pervious experience directly managing a team (preferred)
  • Series 7 license (preferred)
  • Attention to detail, organized, ability to multi-task
  • Strong communication skills

Equal Opportunity Employer

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