FP&A – Management Reporting & Budgeting​/Forecasting Lead

Role Overview

We are seeking a high-performing FP&A professional to serve as a key contributor in the consolidation, enhancement, and delivery of management reporting and enterprise budgeting and forecasting processes. This role operates as a senior individual contributor with significant visibility across the Finance organization and regular interaction with senior leadership. The individual will develop deep subject‑matter expertise across financial planning, reporting, and systems – particularly Workday Financials and Workday Adaptive Planning – and act as a trusted advisor to business stakeholders.

The position combines strong financial acumen, systems capability, and business partnership to deliver insights that improve decision-making and business outcomes. The ideal candidate is an independent thinker with a continuous improvement mindset, strong analytical capabilities, and the ability to translate complex financial information into clear, actionable insights. This role is ideally located in the New York City Metro area, but other locations may be considered.

The role will be filled at the Director level within Ankura’s structure.

• Design, develop, and maintain robust, driver‑based financial models assessing revenue, margin, utilization, and headcount performance.
• Analyze business performance to identify trends, risks, and opportunities, and translate findings into actionable insights.
• Perform scenario and sensitivity analysis to evaluate key business drivers and support strategic decision‑making.
• Ensure models are transparent, scalable, and aligned with financial statements and core KPIs.
• Lead the monthly management reporting process, including consolidation, variance analysis, and executive‑level commentary.
• Continuously refine reporting outputs, KPIs, and frameworks to align with evolving business dynamics.
• Drive enhancements in reporting quality through automation and improved data structures.
• Ensure consistency, accuracy, and clarity across all reporting outputs.
• Support and help lead the annual budget and periodic forecasting processes, including timelines, assumptions, and stakeholder coordination.
• Partner with business and finance leaders to develop credible, well‑supported forecasts.
• Maintain governance over planning processes, including reconciliation, documentation, and version control.
• Build strong, collaborative relationships across Accounting, People Office (HR), and business leadership.
• Demonstrate a proactive partnership mindset, openly giving and receiving feedback to enhance outcomes.
• Exhibit strong project management discipline to ensure timely, accurate delivery of key outputs.
• Act as a trusted advisor, aligning financial insights with business strategy and operations.
• Confidently present financial results, forecasts, and business insights to senior leadership.
• Communicate complex financial concepts clearly and concisely to non‑finance stakeholders.
• Support structured business reviews highlighting risks, opportunities, and recommended actions.
• Serve as an FP&A subject‑matter expert in Workday Financials/ERP, including reporting capabilities and data structures.
• Demonstrate strong working knowledge of Workday PSA and its interaction with financial data (preferred).
• Support and leverage Workday Adaptive Planning for forecasting, modeling, and reporting.
• Utilize advanced Excel along with Office Connect and Power BI to enhance reporting and analytics.
• Continuously seek to improve system utilization, automation, and scalability of FP&A processes.

• Education:
  
  Bachelor’s degree or higher in a related field.
• 8–12+ years of FP&A or related experience, including professional services or consulting exposure.
• Demonstrated experience with Workday Financials;
  Adaptive Planning experience highly preferred.
• Strong financial modeling and analytical capabilities.
• Solid understanding of accounting principles and financial reporting.
• Excellent communication and stakeholder management skills.
• Ability to operate independently while contributing in a collaborative team environment.

For individuals assigned and/or hired to work in California, Colorado, New York or other states…