About the Role
Our client, an established investment firm, is seeking an experienced Remote Financial Planning & Analysis (FP&A) Manager to lead their financial strategy and operations on a fully remote basis. This is a crucial role requiring a strategic thinker adept at financial modeling, forecasting, and providing data-driven insights to support business growth. You will be responsible for overseeing the budgeting process, analyzing financial performance, and developing long-term financial plans. This is an excellent opportunity for a seasoned finance professional who thrives in a remote-first environment and wants to make a significant impact on a global scale. The role demands exceptional analytical skills, strong leadership qualities, and the ability to collaborate effectively with stakeholders across different time zones.
Key Responsibilities
- Lead the annual budgeting and quarterly forecasting processes for the organization.
- Develop complex financial models to support strategic decision-making, scenario planning, and sensitivity analysis.
- Analyze financial results, identify key performance drivers, and provide actionable insights and recommendations to senior management.
- Prepare monthly financial reports, board presentations, and ad-hoc financial analyses.
- Monitor key financial metrics and KPIs, and track progress against strategic goals.
- Identify opportunities for cost savings and operational efficiencies.
- Collaborate with accounting teams to ensure accurate financial reporting and compliance.
- Improve financial processes and reporting tools to enhance efficiency and data integrity.
- Mentor and develop junior members of the FP&A team.
- Stay abreast of industry trends and best practices in financial planning and analysis.
Requirements
- Master's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 6 years of progressive experience in financial planning and analysis, corporate finance, or investment banking.
- Advanced proficiency in financial modeling, forecasting techniques, and Excel is essential.
- Experience with financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) is highly desirable.
- Strong understanding of accounting principles and financial statements.
- Excellent analytical, problem-solving, and strategic thinking skills.
- Exceptional communication and presentation skills, with the ability to convey complex financial information clearly.
- Proven ability to work independently, manage multiple priorities, and meet deadlines in a remote setting.
- Experience in the investment management industry is a significant advantage.
- CPA or CFA designation is a plus.
Benefits
- Highly competitive salary and substantial bonus potential.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings plan with company matching.
- Generous paid time off and flexible remote working hours.
- Home office equipment stipend and technology support.
- Opportunities for professional development, including certifications and training.
- A challenging and rewarding role with significant impact in a growing firm.