FP&A Business Partner
CFS · New York, NY · 1 mo ago
Business DevelopmentFull-time
About the Role
Direct exposure to executive leadership and regional business heads. Accelerated impact in a high-growth, PE-backed environment with rapid revenue expansion. Significant opportunity to shape analytical best practices and scalable processes.
Why This Opportunity Stands Out
- Core strategic advisor role: partner with regional leadership to drive profitable growth and operational improvement
- High business visibility and influence in a rapidly expanding, tech-enabled platform at the forefront of AI adoption in professional services
- Unique chance to tackle data complexity and process improvement across a multi-entity, multi-location business model
- Opportunity to help build enterprise-wide BI and analytic systems with top-tier finance leaders
Key Responsibilities
- Own budgeting and forecasting for the Northeast portfolio, directly informing business decisions and strategy
- Build actionable analytics and transform messy, multi-entity data into insights and recommendations for change
- Serve as the primary business partner to the regional vice president, growth, and operations leaders, driving process improvement and regional execution
- Develop and scale best-practice dashboards and enterprise analytics by leveraging Planful and Databricks
- Lead the annual and quarterly forecasting cycle, collaborating cross-functionally to meet business-critical timelines
Required Experience
- 5 to 10 years of hands-on financial planning and analysis experience, preferably supporting multiple business units or regions
- Proven experience with advanced budgeting/forecasting and BI systems, especially handling complex, unstructured data
- Demonstrated business partnership skills with strong communication, ownership mindset, and adaptability in high-change environments
Location
New York/New Jersey (Tri-State) — Hybrid/Remote; local/regional candidates only.
Schedule
Remote/home-based with frequent regional travel to clients in the NYC/NJ area.
Compensation
Up to $150,000 USD base plus bonus.