Sr Financial Planning & Analysis Analyst

About the role

The Senior Analyst, FP&A will be part of the Finance Department in Kilpatrick's Atlanta office, working remotely. This position supports the Manager, FP&A in creating the annual budget, managing relationships with budget owners, and overseeing monthly variance analysis and reporting.

Responsibilities

• Supports the Manager, FP&A in the creation of the annual budget through close partnership with budget owners, Finance, Finance Systems and other teams.
• Manages relationships with budget owners for timely submission of annual budgets and support.
• Schedules budget review meetings with functional leaders, Department Operating Officers and team leaders in partnership with the Manager of FP&A, Director of Finance and other leaders to ensure budget is reviewed and approved timely.
• Maintains and improves overall department support level of the budget process through solicitation of feedback and process improvements.
• Trains department owners and their team members on how to use budget tools, the budget process, deadlines and expectations around monthly variance analysis.
• Develops and disseminates monthly reporting to inform leadership how the firm is performing from an actual-to-budget perspective.
• Implements and executes internal controls to ensure accuracy and completeness of budget, financial reporting of actual to budget information and other information related to the budget.
• Promotes process improvements to improve efficiency, timeliness, accuracy and user experience of our budget process and tools.
• Partners with Finance Systems, IT and our software vendors to ensure that we have maximized our investment in the technology used for budget purposes and seeks solutions to improve functionality, user experience and effectiveness of our budget tools.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum of 5 years of relevant experience at a comparable level in a professional services environment.
• Minimum of 2 years in a project management role in an enterprise budget and planning process.
• Ability to provide leadership in an enterprise process and operate well under pressure.
• Ability to integrate departmental needs with the needs of the other departments and the needs of the firm.
• Ability to organize, prioritize and partner to ensure the smooth operation of the enterprise budget process.
• Ability to analyze, assess possible problems, prioritize concerns and make decisions.
• Full awareness of and willingness to abide by firm’s policies, in particular those regarding confidentiality of financial information and securities trading.
• Ability to adapt schedule to changing workload requirements.
• Ability to successfully interface with partners, associates, clients, vendors, directors, managers and support staff.
• Skills to coordinate various resources to help others meet their objectives.
• Acts as a role model in professionalism and helping others solve complex problems.
• Ability to communicate effectively orally and in writing.

Preferred

• Certified Public Accountant
• Masters of Business Administration
• Law firm experience
• Knowledge of 3E or Elite financial system