About this role
A growing professional services organization is seeking an experienced finance leader to oversee its Financial Planning & Analysis (FP&A) function while partnering closely with executive leadership to drive strategic decision-making. This is a highly visible role offering the opportunity to influence business performance, improve financial processes, and help support the organization's continued growth.
Key Responsibilities
Lead the annual budgeting, forecasting, and long-range planning processes.
Develop financial models, dashboards, KPIs, and executive reporting to support business decisions.
Analyze financial performance, identify trends, and provide actionable recommendations to leadership.
Prepare monthly and quarterly reporting packages for senior executives and stakeholders.
Partner cross-functionally to support strategic initiatives and improve financial performance.
Provide oversight of accounting and financial reporting processes while collaborating with the accounting team.
Support cash flow planning, treasury activities, and financial system optimization.
Identify opportunities to improve processes, reporting, and operational efficiencies.
Qualifications
Bachelor's degree in Accounting, Finance, or a related field
Approximately 5–8 years of progressive finance experience, with a strong emphasis on FP&A.
Experience leading budgeting, forecasting, financial modeling, and performance reporting.
Strong analytical, problem-solving, and executive communication skills.
Experience presenting financial information to senior leadership and business stakeholders.
Proficiency with ERP systems, Excel, and business intelligence/reporting tools such as Power BI or similar platforms.
Background in professional services, consulting, banking, or financial services is preferred.
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