Assistant Manager

Job Description:

The Financial Planning & Analysis (FP&A) team collaborates closely with top-level management and Service Line Leaders across the firms core functions to provide consistent and collaborative support and data analysis. This role involves mentoring and managing team members, driving process improvements, and collaborating with cross-functional teams to support strategic financial decision-making.

Key Responsibilities:

• Collaborate with top-level management and Service Line Leaders to provide data analysis and support.
• Ensure alignment of business operations with organizational goals.
• Lead and mentor a team of FP&A analysts, ensuring efficient workflow and development.
• Provide training and guidance on financial analysis, reporting, and forecasting best practices.
• Set performance goals, monitor team progress, and conduct regular feedback sessions.
• Foster a collaborative and high-performance work culture within the FP&A team.
• Prepare budgets, forecast and financial plans in alignment with business objectives.
• Manage the preparation and presentation of financial reports, dashboards, and executive summaries.
• Ensure accurate financial analysis, variance analysis, and KPI tracking.
• Utilize advanced Excel and Power BI for reporting and dashboard creation.
• Meet tight deadlines in a fast-paced environment while managing multiple assignments and projects.
• Communicate effectively with all levels of the professional team.
• Anticipate potential obstacles and take proactive steps to avoid them.
• Deliver high-quality work products with a detail-oriented focus.
• Demonstrate excellent analytical and problem-solving abilities.
• Work independently with minimal supervision.
• Exhibit a client service mindset and understand the business from both a practitioner and business operator perspective.
• Excellent written, verbal, and interpersonal communication skills.
• Strong project management skills.
• Identify and implement process improvements to enhance reporting accuracy and efficiency.

Qualifications and Skills:

• Bachelor s degree in accounting, MBA Finance, Business, or a related field.
• Minimum of 6+ years of relevant experience with at least 2 years in a people management role.
• Experience in the professional services industry is preferred.
• Strong proficiency in financial modeling, Excel, Power BI, and ERP systems.
• Excellent ability to communicate financial insights to senior leadership and cross-functional teams.
• Good knowledge of financial analytics, accounting, budgeting, variance analysis, and forecast analysis.
• Experience with Power BI, Power Queries, and Power Automate including dashboard creation.