Director of Financial Services Advisory at Ankura managing project delivery and client relations. Leading innovative strategies for financial services sectors including banking and fintech.
About the role
- Associate Director of FP&A at FINRA, responsible for financial analysis and planning. Collaborating across financial teams to optimize financial performance and reporting.
Responsibilities
- Conduct sophisticated financial analysis and planning across key organizational areas
- Serve as a liaison between Enterprise Finance and Business Unit Finance teams
- Recommend innovative financial modeling techniques and forecasting methods
- Advise senior management of financial planning complications and provide recommendations
- Review for accuracy of financial reports and analyses
- Partner with FP&A Business Functional teams to create enterprise financial reports
- Coordinate the preparation of pertinent information for internal and external clients
- Benchmark financial metrics against industry standards for improvement
- Create and maintain financial dashboards and variance narratives
- Manage business case review and approval process
- Coach and train junior colleagues
Requirements
- Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field
- MBA or Master's degree in Finance/Accounting preferred
- CPA, CFA, or other relevant professional certification preferred
- Minimum eight (8) years of progressive experience in financial planning & analysis (FP&A), corporate finance, or related field
- Minimum three (3) years of experience in a senior FP&A role with budget/forecast responsibility
- Experience collaborating with multiple business units and finance teams
- Advanced proficiency in financial modeling, analysis, and forecasting techniques
- Advanced skills in Excel, including complex formula, data analysis, and financial modeling
- Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and ERP systems
- Strong knowledge of GAAP accounting principles and financial reporting
- Experience with business intelligence tools (e.g., Adaptive, Workday, Power BI) preferred
Benefits
- Comprehensive health, dental and vision insurance
- Basic life and supplemental life insurance
- Short- and long-term disability
- 401(k) plan with company match
- Additional FINRA-funded retirement contribution
- Tuition reimbursement
- Commuter benefits
- Adoption assistance
- Backup family care
- Surrogacy benefits
- Employee assistance programs
- Wellness programs
- 15 days of paid time off
- 5 personal days
- 9 sick days
- 2 volunteer service days
- Military leave
- Jury duty leave
- Bereavement leave
- Childbirth and parental leave
- 9 paid holidays
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