FP&A Manager

Summary

Join Voleon, a leading technology company in finance, as their FP&A Manager. You will be responsible for the company's financial model, reporting to key stakeholders, and collaborating with cross-functional partners on financial forecasts and performance benchmarks. This role involves providing financial guidance to management, analyzing key performance indicators, and improving the accuracy of financial forecasts. You will also play a key role in the annual budgeting and forecasting processes. Voleon offers a competitive compensation and benefits package, including a collegial work environment and various perks. The ideal candidate will possess extensive experience in FP&A or strategic finance within a financial services firm.

Requirements

• 5+ years’ experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
• Strong proficiency in financial modeling and analysis, including expertise with Excel, forecasting software (Adaptive Insights preferred but not required), and BI tools
• Experience working with modern accounting software and systems, preferably Quickbooks and Workday
• Experience with detailed budgeting including headcount and payroll forecasting; multi-entity consolidation and forecasting preferred
• Bachelor's and/or advanced degree in Accounting or Finance
• Advanced quantitative and problem-solving skills
• Ability to communicate effectively, including presenting ideas both in written presentations and to small groups
• Ability to interact with senior management, peers, and professional staff
• Able to prioritize in a fast-moving, high-pressure, constantly changing environment; high sense of urgency

Responsibilities

• Prepare monthly dashboards and detailed reporting for senior management reflecting actual results, and comparisons to forecasts/budgets
• Analyze current and past trends in the areas of revenue, expenses, and other key performance indicators to improve design and accuracy of financial forecasts
• Play a leadership role in the firm’s annual budgeting and forecasting processes by working with the organization’s leadership to incorporate initiatives
• Partner with Accounting on month-end close to ensure we are delivering the correct financial reporting insights and disseminating these results to stakeholders to drive accountability
• Own the consolidation of multi-entity financials
• Manage the allocation of expenses across various fund and management company financials, providing visibility into cash and accrual-based accounting impact
• Choose, implement and develop tools and processes to enhance reporting
• Support ERP implementation projects, with a focus on the integration of reporting and budgeting/forecasting requirements
• Establish cross-functional partnerships with department leads aimed at identifying, understanding, and translating their resourcing needs to financial forecasts
• Develop ad hoc financial analysis value-added to decision-making and assessing business performance

Preferred Qualifications

Experience with detailed budgeting including headcount and payroll forecasting; multi-entity consolidation and forecasting preferred

Benefits

• Medical, dental, and vision coverage
• Life and AD&D insurance
• 20 days of paid time off
• 9 sick days
• A 401(k) plan with a company match