Strategic Financial Planning & Analytics Senior Manager

Senior Principal

The Senior Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Principal will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

Key responsibilities include, but are not limited to:

• Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;
• Prepare core financial information, models and analyses relative to the engagement requirements/expectations;
• Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables;
• Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
• Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc;
• With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication.
• Manage internal and external resources to achieve project goals and develop FP&A deliverables.

Preferred Qualifications

• 7-10 years of experience in either:
• Consulting/Advisory (preferably Big 4 or Big
  3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
• Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst
• Intermediate knowledge of BI Tools or Data Analytics
• Strong working knowledge of finance / accounting concepts such as financial statement mechanics
• Demonstrated ability to present and support accounting / finance concepts to drive analysis and decisions (e.g. financial statement analysis, financial ratio application, and budgeting / forecasting)
• Advanced proficiency in Excel (must be comfortable with advanced functions, such as MATCH, array functions, and nested logic)
• Strong business acumen and verbal / written communication

Minimum Qualifications

• Bachelor's degree required
• 7 years of experience in related field
• 5 years supervisory
• Must have and preserve required licenses
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally