AVP, FP&A - Shared Services

Responsibilities

• Manage departmental budgets and understand evolving business needs, working closely with Back Office group heads and senior stakeholders.
• Prepare financial analysis, presentations, and reporting materials for Back Office leadership and senior executives, supporting budget reviews and strategic discussions.
• Support the annual budgeting and forecasting processes, maintaining budgeting models and tracking compensation and non-compensation expenses for Back Office departments.
• Monitor monthly expense performance, analyze variances, and provide insights to FP&A leadership and business partners.
• Assist in the year-end compensation review process by analyzing discretionary accruals and bonus pools, and supporting compensation planning analysis.
• Oversee the monthly shared services cost allocation process, reviewing cost pools and allocation methodologies across Back Office functions.
• Validate operational metrics and ensure accurate expense distribution across business units, driving the accuracy of allocation models.
• Identify opportunities for process improvement through enhanced analytics, automation, and data visualization tools, aiming to streamline reporting and planning.
• Partner with department heads to understand business needs and manage departmental budgets effectively.

Qualifications

• 4-8 years of experience in FP&A, corporate finance, or financial analysis, with a preference for experience in shared services or centralized cost centers within financial services.
• Strong expertise in budgeting, forecasting, and expense management processes, demonstrating the ability to partner with senior stakeholders.
• Advanced proficiency in Microsoft Excel for financial modeling and large dataset analysis, as well as experience with Tableau or similar data visualization tools.
• Excellent analytical, communication, and organizational skills, with the ability to translate financial data into actionable insights.
• A Bachelor's Degree is required, and experience with automation, AI tools, or process improvement initiatives is considered an asset.
• Experience in a financial services or professional services organization is preferred, with a focus on supporting corporate functions.
• Demonstrated ability to manage complex financial analysis and reporting, and to present financial information to senior management.
• A proactive and collaborative approach to working with cross-functional teams and a commitment to driving cost efficiency.
• Strong attention to detail and the ability to work independently while managing multiple priorities.