Director, Head of FP&A

Taylor Root All jobs
New York, NY
20 day(s) ago
Job Overview
Company Taylor Root
Job Typefulltime
CategoryFice and Analyst
First Seen 20 day(s) ago

Job Description

Director Head of FP&A New York NY - Hybrid A newly created Head of FP&A role to join a leading global investment manager. This is a hands-on senior individual contributor mandate. You will build out and mature the FP&A function with the focus on strategy data and KPIs. Responsibilities Assess the finance function’s operating model processes and technology and design and implement the plan to build it out. Own the operating budget forecast and long-range plan including headcount compensation accruals and technology data and vendor spend. Partner across the business through strategic long-range planning budgeting forecasting and scenario modeling. Design management reporting packages and KPI dashboards that drive decision-making for senior leadership. Analyze P&L forecasts and actuals including variance analysis and synthesize into a concise performance narrative. Leverage analytics and visualization tools such as Alteryx Tableau and Power BI and partner with technology on dashboards and reporting automation. Drive working capital improvements and greater transparency into cash flow forecasting. Deliver executive-ready ad hoc analysis including segment profitability and scenario work. Qualifications 10+ years of progressive finance experience across FP&A and corporate strategy with deep financial services experience. Proven experience building or transforming a finance or FP&A function. Strong financial modeling including 3-statement long-range plan and 13-week cash flow. Strong command of data analytics and visualization tools. Working knowledge of alternative investment fund economics and performance metrics. Bachelor’s degree in finance accounting economics or a related field CFA or MBA preferred.

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