As the VP of Financial Planning & Analysis (FP&A), you will play a pivotal role in driving strategic financial decision-making within our organization. You will be responsible for overseeing all aspects of financial planning, forecasting, budgeting, and analysis to provide actionable insights to senior management. The ideal candidate will possess a strong analytical mindset, excellent leadership skills, and a deep understanding of financial principles.
Key Responsibilities
- Financial Planning & Forecasting
- Lead the development and maintenance of comprehensive financial models to support short-term and long-term strategic planning.
- Collaborate with various departments to gather inputs and assumptions for budgeting and forecasting processes.
- Analyze trends, variances, and key performance indicators (KPIs) to provide insights into business performance and future outlook.
- Budget Management
- Oversee the annual budgeting process, ensuring alignment with organizational goals and objectives.
- Monitor budget execution, track actual performance against budgeted targets, and identify areas for improvement.
- Work closely with department heads to optimize resource allocation and maximize operational efficiency.
- Financial Analysis & Reporting
- Prepare and present regular financial reports and analyses to senior management, board and bank.
- Complete monthly financial reporting package including variance explanations that demonstrate an understanding of the business. Provide in-depth analysis of results, business insights and assessments of risks and opportunities.
- Work with regions/business units to consolidate forecasts/actuals and ensure consistency and accuracy.
- Identify opportunities for cost optimization, revenue enhancement, and risk mitigation.
- Lead the modeling and financial analysis supporting cash flow and capital structure planning, and periodic enterprise and equity valuation.
- Coordinate with Accounting to ensure items are booked properly.
- Strategic Decision Support:
- Provide decision support to senior leadership by evaluating investment opportunities, strategic initiatives, and business expansion plans.
- Conduct ad-hoc financial analyses and modeling to support key strategic projects and initiatives.
- Collaborate with cross-functional teams to assess the financial implications of business strategies and initiatives.
- Process Improvement
- Continuously review and enhance financial planning and analysis processes to streamline workflows and improve efficiency.
- Identify opportunities to improve use of technology and automation tools to enhance forecasting accuracy and data analysis capabilities.
- Implement best practices in FP&A to drive continuous improvement and enhance organizational performance.
- Leadership
- Build high performing team.
- Coach and mentor existing team members – develop and grow skills and capabilities on the team.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
- Proven experience (10+ years) in financial planning and analysis, with a track record of success in a leadership role.
- Strong proficiency in financial modeling (including a three statement model with income statement, balance sheet and statement of cash flows), forecasting techniques, and budget management.
- Excellent analytical skills with the ability to translate complex financial data into actionable insights.
- Advanced proficiency in Microsoft Excel; experience with financial planning software (e.g., Adaptive Insights, Workday) is a plus.
- Strong leadership and communication skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.
- Strategic mindset with the ability to think critically and make data-driven decisions.
What We Offer:
Benefits: All U.S. GLGers also have access to benefits such as:
- Comprehensive medical, dental and vision coverage effective on your first day of employment
- Flexible paid time off. No pre-determined limits on vacation time, plus 10 company holidays
- 401(k) and Roth 401(k) plans with an employer match (subject to annual limits & vesting)
- Tuition reimbursement program for eligible courses including language skills courses
- Paid parental leave, adoption and surrogacy reimbursement
- Free wellbeing support with the Calm app, Maven and EAP, and free long-term therapy & counselling assistance through Pathways
- Other work perks and benefits available based on final job location
Compensation: GLG is committed to fair and equitable compensation practices. Actual compensation is based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. Certain roles may also be eligible for incentive compensation.
About GLG / Gerson Lehrman Group
GLG is the world’s leading platform for trusted human expertise. We connect global decision-makers—from hedge fund managers and private equity partners to strategy leaders at Fortune 500s—with the specific, authoritative voices required to answer their most critical questions.
At GLG, you are an extension of our clients' core teams. You will work at the intersection of industries and global markets, navigating high-stakes challenges across the full spectrum of their strategic initiatives. Operating within the industry’s most trusted research environment, you’ll help our clients capture the nuanced perspectives that drive smarter, faster business outcomes.
We are a global team of pragmatic problem-solvers who mirror the intensity of the markets we serve. If you are driven by intellectual curiosity and a bias toward action, join us in reinventing the industry we invented.
Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
GLG New York, New York, USA Office
60 East 42nd Street, 3rd Floor, New York, NY, United States, 10165
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