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Financial Planning & Analysis (Fpa) Business Line Leader

Job Summary :

The Financial Planning & Analysis (Fpa) Business Line Leader is responsible for overseeing financial analysis and planning activities specific to a particular business line such as Advisory or Specialty Assurance. This role involves collaborating with business line leaders to provide insights and recommendations that drive strategic decisions and improve financial performance.

Job Duties :

• Leverages technology to research, compile and analyze financial information, both standard and ad hoc
• Monitors and analyzes financial performance against budgets / forecasts
• Researches and determines causes of budget variances and communicates to the leaders
• Works with leaders this role supports to prepare budgets, forecasts and long-term plans
• Provides supplemental financial processes / systems training to end users, and actively seeks ways to improve process and share knowledge
• Monitors Uar, Ar and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate
• Supports preparation of executive management and board meeting materials
• Establishes strong rapport with leaders and peers throughout the organization
• Leading and managing Fpa activities for a client base with a medium scope of responsibility
• Provide insight & analysis to leaders
• Strategically partner with firm leaders to proactively anticipate issues, maximize profitability, and minimize financial risk
• Other duties as required

Supervisory Responsibilities :

Qualifications, Knowledge, Skills and Abilities :

Education :

Experience :

Software :

Other Knowledge, Skills & Abilities :

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National range : $95,000 - $150,000

Nyc / long island / westchester range : $95,000 - $150,000