FP&A Manager
Atlas Search · New York, New York, United States
FULL TIMEpermanent
Job Description
About the Opportunity Our client, a leading independent global financial advisory firm, is seeking an FP&A Manager for its New York City office. This role sits within the finance team supporting the firm's advisory business and partners directly with the senior executive who runs it. The hire will drive global planning, reporting, and performance management, with regular exposure to the C-suite and board. It offers a front-row seat to a major integration initiative and a path to grow within a small, collaborative team. The position includes one direct report and follows a hybrid schedule with three days in the office.
Make sure to apply with all the requested information, as laid out in the job overview below.
Job ResponsibilitiesPlay a central role in the global planning cycle, including the annual budget, quarterly forecasts, and weekly revenue outlooks, in partnership with regional finance teams and business leadersBuild and maintain financial models that track key performance indicators and turn the results into actionable insightLead cross-functional finance transformation efforts to improve reporting, forecast accuracy, data quality, and efficiencyApply accounting knowledge to validate results, explain variances, and protect the integrity of management reportingServe as the finance partner to middle office and corporate functionsLead preparation of quarterly board materials and supporting analysesSupport Investor Relations ahead of earnings calls by developing detailed Q&A materials and analysesDevelop dashboards, models, and management reports with the business's IT teamDeliver monthly regional presentations to senior managementRun the monthly non-compensation expense analysis, identifying cost drivers and recommending savingsSupport and validate global cash forecasting to inform capital deployment decisionsProvide ad hoc strategic and financial analysis for senior leadershipManage and mentor one finance professional, overseeing their deliverables and development
Job Requirements10+ years in financial planning and analysis, corporate finance, or management reporting, ideally within an investment bank, financial institution, or professional services firmBachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic recordFull P&L ownership experience; non-financial-services candidates should come from large corporate environments with budgeting responsibilityWorking knowledge of accounting principles; month-end close or controllership exposure is a plusAdvanced Excel and financial modeling skills, plus executive-level PowerPoint presentation skillsExperience with SAP, Power BI, Tableau, Alteryx, Power Query, or CRM platforms is beneficialExperience leading or contributing to finance system implementations or reporting automation projectsStrong analytical, data management, and problem-solving abilitiesExcellent written and verbal communication, with the poise to work with senior leaders globallySelf-motivated leader who can mentor others and keep high standards for accuracy in a fast-paced settingHybrid schedule with three days per week in the New York City office
The total compensation is up to $170k . Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. xzbcwsv Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.
Make sure to apply with all the requested information, as laid out in the job overview below.
Job ResponsibilitiesPlay a central role in the global planning cycle, including the annual budget, quarterly forecasts, and weekly revenue outlooks, in partnership with regional finance teams and business leadersBuild and maintain financial models that track key performance indicators and turn the results into actionable insightLead cross-functional finance transformation efforts to improve reporting, forecast accuracy, data quality, and efficiencyApply accounting knowledge to validate results, explain variances, and protect the integrity of management reportingServe as the finance partner to middle office and corporate functionsLead preparation of quarterly board materials and supporting analysesSupport Investor Relations ahead of earnings calls by developing detailed Q&A materials and analysesDevelop dashboards, models, and management reports with the business's IT teamDeliver monthly regional presentations to senior managementRun the monthly non-compensation expense analysis, identifying cost drivers and recommending savingsSupport and validate global cash forecasting to inform capital deployment decisionsProvide ad hoc strategic and financial analysis for senior leadershipManage and mentor one finance professional, overseeing their deliverables and development
Job Requirements10+ years in financial planning and analysis, corporate finance, or management reporting, ideally within an investment bank, financial institution, or professional services firmBachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic recordFull P&L ownership experience; non-financial-services candidates should come from large corporate environments with budgeting responsibilityWorking knowledge of accounting principles; month-end close or controllership exposure is a plusAdvanced Excel and financial modeling skills, plus executive-level PowerPoint presentation skillsExperience with SAP, Power BI, Tableau, Alteryx, Power Query, or CRM platforms is beneficialExperience leading or contributing to finance system implementations or reporting automation projectsStrong analytical, data management, and problem-solving abilitiesExcellent written and verbal communication, with the poise to work with senior leaders globallySelf-motivated leader who can mentor others and keep high standards for accuracy in a fast-paced settingHybrid schedule with three days per week in the New York City office
The total compensation is up to $170k . Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. xzbcwsv Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

