FP&A Manager – Family Office

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Summary

Looking for an FP&A Manager to join the Family Office


Company Information:

Advisory firm


Job Description:

• Ensuring data integrity, quality and effectiveness in all work outputs
• Correlating/Connecting business operations with resource and financial management/results
• Acquiring detailed understanding of operational processes and systems, including shared service resources and related cost allocations and structures
• Working with Controller to ensure that financial controls are in place to minimize/eliminate gaps in the accounting, reporting and overall management of key expenses
• Identifying opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data
• Developing and evolving on insightful financial and operational dashboards and reporting packages and other presentations to the client and/or Senior Management
Relationship Management
• Establishing and developing relationships with key stakeholders across the client account (internal or external)
• Networking and collaborating effectively across functions/teams to build, enhance and establish critical processes
• Creating influence across communities through being an active voice and champion on key/impactful matters
Execution and Project Management
• Liaising with multi-functional groups ensuring accurate and timely production and distribution of financial statements and other reporting
• Ensuring appropriate coordination and communication across various levels of management during key processes and deliverables (accounting close, planning, forecasting, etc.)
• Driving and managing ad hoc analysis/special projects to timely completion through strong project management abilities


Requirements / Qualifications:

• A bachelor’s or higher in business administration, finance, accounting, or related field of study
• 5-10 years in finance and accounting capacity with a proven track record of success
• Strong proficiency in Microsoft Excel, including pivot tables, vLookups, data formatting, etc.
• Keen attention to detail and analytical aptitude
• Be operational and process-oriented
• Ability to leverage detailed data sets and succinctly translate in a simple, effective manner
• Excellent verbal and written communication skills, including the ability to formulate executive level presentations, memos, etc.
• Expense strength and proficiency in:
o Financial and business acumen
o Project management
o Organizational skills and ability to prioritize multiple tasks
o Interpersonal skills in order to build a network of stakeholders across the organization

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