Financial Advisor Manager responsible for managing Financial Advisors and driving sales productivity in Philadelphia. Involves recruitment, training, and strategic partnership building.
About the role
- Manager of Financial Planning & Analysis driving financial modeling and budgeting processes at Allen Institute. Leading a team to support dynamic planning and operational efficiency in bioscience research.
Responsibilities
- Develop, enhance, and maintain the Institute's long range financial and operational models to support dynamic planning and scenario analysis.
- Create what-if scenarios to evaluate financial and operational pressures on the institute and work to mitigate challenges with the team.
- Establish best practice for model design, documentation, and version control.
- Lead and participate in the preparation for the annual budgeting process from budget targets through approval, including validation and alignment with Institute objectives
- Collaborate with program and department leaders to develop budgets and resource plans in line with annual budget targets
- Consolidate and validate all budget submissions and prepare executive review and board presentations
- Manage quarterly forecast cycles using actuals and adjusted assumptions
- Track and report on budget vs. actual performance through automated reporting and provide variance explanations
- Design creative solutions to enhance understanding of Institute plans and actuals
- Identify inefficiencies in the FP&A processes and workstreams in order to establish opportunities to streamline
- Serve as subject matter expert for Workday Adaptive Planning and Power BI
- Build stronger partnerships with program, department leaders, and other finance teams to understand business drivers and translate into financial projections.
Requirements
- Bachelor's degree in finance, accounting, economics or related field required
- 5+ years of progressive FP&A experience with strong emphasis on financial modeling, budgeting, forecasting, and data analysis.
- Prior experience managing a team and or mentoring staff
- Demonstrated ability to independently build complex financial models using Excel
- Experience with a Financial Planning system (Adaptive, Anaplan, etc.)
- Strong understanding of accounting principles and financial statements
Benefits
- medical, dental, vision, and basic life insurance
- eligible to enroll in the Allen Institute's 401k plan
- Paid time off
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