Manager, Finance

Socket.dev; New York (NY); On-site; USD 98,000 - 175,000; Full time

Benefits offered by this job

Medical, dental and vision

Flexible paid time off

401(k) and employer match

Tuition reimbursement

Parental leave

Wellbeing resources

Job summary

GLG is seeking a results-driven FP&A Manager to drive the forecasting, budgeting, and reporting processes. You will analyze financial results, build 3-statement models, and develop KPIs across business units, partnering with Accounting, Treasury and senior leadership.

The ideal candidate has 4–6 years of experience in finance-related roles, strong Excel/PowerPoint skills, and familiarity with Adaptive Planning or similar FP&A tools. A proactive, entrepreneurial mindset is valued.

Qualifications

• BA/BS degree in Finance, Accounting, Economics, or Business; advanced degree preferred.
• 4–6 years of work experience in investment banking, equity research, or consulting; building 3-statement models required.
• Strong Excel/PowerPoint skills required; experience with large datasets.
• Experience with Adaptive Planning or similar FP&A tools preferred.

Responsibilities

• Develop and improve forecast and budget process.
• Perform variance analysis tied to financial statements with Accounting/Treasury.
• Lead FP&A for disclosures in collaboration with Accounting.
• Provide financial planning, reporting, and analysis across business units.
• Create dashboards in FP&A systems to automate KPI reporting.

Skills

Advanced Excel

PowerPoint

Financial modelling

Attention to detail

Communication skills

Education

BA/BS in Finance/Accounting/Economics/Business

Advanced degree preferred

Tools

Adaptive Planning

Job description

GLG's FP&A team is looking for a manager. We are looking for an analytical and strategic thinker that thrives in a fast-pace, dynamic environment and defaults to action. You'll play an integral role in analyzing financial results, building and maintaining various models and developing and tracking various KPIs.

This position will provide analysis and reporting to measure business performance and drive growth. The role involves significant exposure to and interaction with key business stakeholders and requires the candidate to demonstrate exceptional business acumen, maturity, and relationship-building capabilities. We are seeking a motivated self-starter with excellent analytical, critical thinking, problem-solving and communications skills. The ideal candidate will be able to balance multiple high-priority projects, and demonstrate an entrepreneurial, can-do, get-things-done attitude.

Specific responsibilities include (but are not limited to):

• Develop and improve company forecast and budget process
• Variance analysis based on a strong understanding of the company’s financial statement, including balance sheet and cashflow statement, in close collaboration with Accounting and Treasury.
• FP&A lead for various compliance disclosures, in close collaboration with Accounting.
• Financial planning, reporting and analysis, which includes reporting on actual versus budget and P&L by business unit.
• Designing dashboards in a financial planning system to streamline user inputs and to automate reporting on business KPIs.
• Refreshing and enhancing revenue, expense and operational metric reporting on a monthly basis.
• Production of presentation materials for senior management and the board of directors.
• Contributing to and eventually running monthly meetings with department leaders to review in detail how their expenses are tracking to identify areas of saving and potential budget risk.
• Gathering insights and information for the regional FP&A teams to consolidate into the global reporting.
• Ad hoc

An ideal candidate will have the following:

• BA/BS degree in Finance, Accounting, Economics, or Business, and advanced degree is preferred.
• 4-6 years of work experience, in investment banking, equity research or consulting, with previous experience building company 3 statement models a strict requirement.
• Strong technical skills with Microsoft Office, particularly Excel and PowerPoint, are required.
• Previous experience Adaptive Planning or other financial planning software is desired, must be comfortable working with large databases.
• Strong communication and presentation skills are required.
• Must have strong attention to detail with a devotion to accuracy and data integrity.
• Adaptable disposition, along with an ability to adjust to change and ad-hoc requests.

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:

$98,000 — $175,000 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.