Essex - Head - Financial Planning

Job Description:

Job Responsibilities:

- Serving as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses.

- Presenting analysis and supporting materials for key internal clients including senior management participate and support ad-hoc special projects and requests as needed.

- Developing, consolidating and presenting insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances.

- Creating, maintaining and reviewing financial models and analyses (both recurring and ad-hoc).

- You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

- As an Associate in Planning and Analysis, you will lead and coordinate the budgeting and forecasting process, including the projection of short- and long-term earnings and capital over various economic scenarios.

- Develop and implement comprehensive financial plans, including budgets and forecasts, to support the organization's strategic goals.

- Analyze financial data and performance, identify trends and opportunities for improvement, and provide recommendations for action.

- Prepare financial reports, presentations, and dashboards for senior management, investors, and other stakeholders.

- Collaborate with cross-functional teams to gather and analyze financial information, develop financial models, and provide insights and recommendations.

- Ensure compliance with accounting principles, financial regulations, and internal policies and procedures.

- Manage and mentor a team of financial analysts and other professionals to deliver high quality financial planning and analysis services.

- Participate in strategic planning and decision-making processes, including mergers and acquisitions, capital investments, and other initiatives.

- You will work closely with teams across the firm to prepare management reports and presentations for the Operating Committee and the Board of Directors.

- Conducting deep dive analyses on key issues impacting client to determine root cause and propose solutions.

- Collaborating with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives.

- Building and maintaining strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams.

Required qualifications, capabilities, and skills:

- The candidate must be a self-starter who is able to work in a fast paced, results driven environment.

- At least 4 years of relevant FP&A experience in the financial services industry.

- BA/BS in Finance, Economics, Accounting.

- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.

- Candidate must be comfortable with frequently changing priorities.

- The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment.

- Excellent organizational, management, and both verbal and written communication skills.

- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically.

- Strong quantitative, analytical, and problem solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros.

- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations.

- Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.

- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management.