The fp&a manager is a key member of the financial planning and analysis team and will help influence clients’ financial and business decisions.
Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging cfgi assets.
Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
Identify and support cfgi business development initiatives; participate in certain aspects of the proposal development process.
Develop thought capital and disseminate information around current and emerging trends.
Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the cfo ecosystem, and broader marketplace.
Who you are:
Finance focused with a minimum of five years’ experience in finance and/or accounting, with prior professional services experienceClient service experience in top professional services firms (i.e., big 4 or large regional) is highly preferred, but not required.
Excellent understanding of the fp&a function within a finance organization.
In depth understanding of three statement financials and associated modelling.
Significant engagement management experience as well as business, practice, and people developmentAbility to concurrently manage internal firm and external client requirements.
Transactional experience (m&a, divestures, refinancing, capital raises) and associated scenario modelling a plus.
Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core financial).
Experience with finance technologies such as adaptive workday, planful, onestream, anaplan, cognos, oracle hyperion, tableau, alteryx, power bi, fusion, etcA plus.
Erp technology understanding (sap / oracle / workday, etc.).
Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients.
Demonstrated ability to clearly communicate with executive level clients, document requirements, and articulate the value proposition and business case for various fp&a and bt solutions.
Saas and life sciences experience a plus.
