BU FP&A Business Lead

GLG; New York (NY); On-site; USD 122,000 - 160,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vis

Flexible paid time off and holidays

401(k) with employer match

Tuition reimbursement

Paid parental leave

Wellbeing resources

Job summary

GLG is seeking a finance leader to partner with business unit leadership and accelerate growth. The role oversees the financial narrative, tracks performance, challenges assumptions, and equips senior leaders with insights to grow revenue and protect margins.

The ideal candidate will drive budgeting, forecasting, and board-ready presentations, leveraging Looker, Salesforce, and SQL for data-driven decisions in a fast-paced environment.

Qualifications

• BA/BS degree in Finance, Accounting, Economics, or Business; advanced degree preferred.
• 7–10 years of FP&A, commercial finance, or business partnering experience.
• Advanced Excel financial modelling (dynamic forecasting, scenario analysis, driver-based planning).
• Strong PowerPoint and data storytelling skills for senior stakeholders.
• Experience with Salesforce, Looker, and SQL or Python for data analysis.
• Commercial acumen: comfortable discussing sales strategy and forecasting.
• Influence and communication: translate complex data for non-finance audiences.

Responsibilities

• Business Partnering: primary finance contact for BU Heads, Sales, and Service teams.
• Revenue Performance & Commercial Analysis: weekly/monthly revenue reporting and dashboards.
• Performance Management: track and analyze key metrics; monthly reporting for segments.
• Budgeting and Forecasting: manage long-range plans, annual budgets, quarterly forecasts, and monthly close.
• Operating and Strategic: coordinate BI efforts across the company.
• Presentations: prepare materials for senior management and board discussions.

Education

BA/BS in Finance, Accounting, Economics, or Business; advanced degree preferred

Tools

Salesforce

Looker

SQL

Python

Job description

GLG's FP&A team is looking for a finance leader to partner with business unit leadership to accelerate growth of the segment and drive strategic initiatives. We are looking for an analytical and strategic thinker that thrives in a fast-pace, dynamic environment and defaults to action.

This role is ideal for a self-starter who thrives at the intersection of financial rigor and commercial strategy. In this role, you will own the financial narrative for the business unit: tracking performance against targets, challenging assumptions, and equipping senior leaders with the analysis they need to grow the top line and protect margin.

Specific Responsibilities Include (but Are Not Limited To)

• Business Partnering: Serve as the primary finance contact for Business Unit Heads, Sales leadership, and Service teams. Provide real-time financial guidance.
• Revenue Performance & Commercial Analysis: Own weekly and monthly revenue reporting for the business unit. Build and maintain dashboards that surface pipeline coverage, win rates, revenue per client, and other commercial KPIs that drive go-to-market decisions. Proactively identify and explain revenue and margin variances, and recommend corrective actions to keep the business on track against targets. Partner with Sales Operations and leverage Salesforce and Looker data to analyze pipeline health, forecast accuracy, and sales productivity — connecting leading indicators to revenue outcomes.
• Performance Management – Develop deep understanding of the business and operations. Track and analyze key business performance metrics to assess health of the business. Prepare and continuously refine the monthly reporting of performance, revenue, cost, and P&Ls for different segments of the business.
• Budgeting and Forecasting – Manage mid- and long-range business plans, including the annual budget, quarterly forecasts, and monthly close processes. Own the regular financial plan update process, including all financial drivers, KPIs, staffing plans, and investments needed to achieve these results. Lead the business unit's annual budget and quarterly reforecast cycles, working directly with Business Unit leadership to translate commercial strategy into financial plans. Challenge bottom-up submissions with data-driven benchmarks.
• Operating and Strategic – Assist with various operating and strategic initiatives. Enable and coordinate business intelligence efforts, working alongside various teams across the company.
• Presentations – Assist with producing regular performance management materials to update senior management and creating periodic board presentations regarding business and finance performance to be viewed by Senior Management and the Board of Directors.

An Ideal Candidate Will Have The Following

• BA/BS degree in Finance, Accounting, Economics, or Business, and advanced degree is preferred.
• 7-10 years of prior experience in FP&A, commercial finance, or business partnering — preferably supporting a revenue-generating business unit within a professional services, consulting, staffing, or B2B services environment.
• Advanced Excel financial modelling (dynamic forecasting models, scenario analysis, driver-based planning).
• Strong PowerPoint and data storytelling skills for senior stakeholder audiences.
• Experience with Salesforce (pipeline and bookings data), Looker or similar BI tools, and SQL or Python for data analysis.
• Commercial Acumen: Genuine curiosity about how the business makes money. You should be as comfortable discussing sales strategy as you are building a forecast model.
• Influence & Communication: Ability to translate complex financial data into clear, actionable narratives for non-finance stakeholders — and the confidence to push back when the numbers don't support a proposed course of action.

Ownership Mentality: Proactive and self-directed, with a track record of identifying problems and driving solutions

What We Offer

Benefits:

All U.S. GLGers also have access to benefits such as:

• Comprehensive medical, dental and vision coverage effective on your first day of employment
• Flexible paid time off. No pre-determined limits on vacation time, plus 10 company holidays
• 401(k) and Roth 401(k) plans with an employer match (subject to annual limits & vesting)
• Tuition reimbursement program for eligible courses including language skills courses
• Paid parental leave, adoption and surrogacy reimbursement
• Free wellbeing support with the Calm app, Maven and EAP, and free long-term therapy & counselling assistance through Pathways
• Other work perks and benefits available based on final job location

Compensation:

GLG is committed to fair and equitable compensation practices. Actual compensation is based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. Certain roles may also be eligible for incentive compensation.

The anticipated hiring base salary range for this role is:

$121,500—$160,000 USD

About GLG / Gerson Lehrman Group

GLG is the world’s leading platform for trusted human expertise. We connect global decision-makers—from hedge fund managers and private equity partners to strategy leaders at Fortune 500s, with the specific, authoritative voices required to answer their most critical questions.

At GLG, you are an extension of our clients' core teams. You will work at the intersection of industries and global markets, navigating high-stakes challenges across the full spectrum of their strategic initiatives. Operating within the industry’s most trusted research environment, you’ll help our clients capture the nuanced perspectives that drive smarter, faster business outcomes.

We are a global team of pragmatic problem-solvers who mirror the intensity of the markets we serve. If you are driven by intellectual curiosity and a bias toward action, join us in reinventing the industry we invented.

Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.