Complex Director overseeing profitable multi - office growth for Ameriprise Financial Advisors. Creating a compelling business plan while managing P&L and leading recruitment strategies.
About the role
- Manager of Financial Planning & Analysis at Holman overseeing financial strategies and initiatives. Delivering insights and supporting decision-making for the Executive Leadership Team across locations in the United States.
Responsibilities
- Serve as a strategic advisor to the Executive Leadership Team on key finance matters
- Support key initiatives with financial insight and controlling, leveraging analysis and forecasting capabilities to assess feasibility, evaluate risks, and optimize decision making
- Drive quarterly, annual, and long-range forecasting processes, ensuring timely completion of milestones by divisional management; coordinate with stakeholders to facilitate accurate and reliable forecasting inputs and outputs
- Partner across Finance and Operational leadership to create models and processes to effectively evaluate strategic decisions and business development opportunities
- Analyze complex financial information and reports to extract meaningful insights and identify trends, opportunities, and risks; provide in-depth analysis and recommendations to support Executive Leadership Team and Operational management in strategic decision-making
- Prepare comprehensive monthly financial analysis reports, comparing variances with annual and quarterly forecasts against financial metrics and KPIs; provide actionable insights to support decision-making and performance improvement efforts
- Proactively collaborate with various departments to identify and create reporting that enables more effective understanding and managing of the business
- Conduct ad-hoc reporting and analysis as required by functional and/or Senior management, responding promptly to information requests and providing insights to address specific business needs and challenges
- Assist the Holman Enterprises departments, including Finance, Tax, Real Estate, and Treasury, in gathering and reporting on relevant financial information to support Enterprise planning and analysis
- Monitor performance of direct reports with a focus on continual improvement
- Oversee completion of regular employee review and feedback in a timely and appropriate manner to promote clear expectations and employee engagement and development
- Manage team projects and project plans through execution
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field or equivalent work experience
- Advanced degree such as an MBA or a master's degree in accounting, finance, or a related discipline is a plus
- 7+ years in corporate finance, FP&A, or related function, including 2+ years at a leadership level
- Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, etc.)
- Experience with ERPs and finance applications
- Experience with SQL, data visualization tools such as PowerBI, and AI/ML applications highly preferred
- Strong track record of leading budgeting and forecasting cycles and processes
- Skilled in analyzing financial statements, conducting variance analysis, and providing insights to support business decision-making
- Proven ability to develop and maintain financial models and pro-formas for analysis and strategic decision support
- Experience designing and implementing processes, methods, and tools to increase FP&A’s efficiency and accuracy
- Adjusts quickly to new or changing work environment
- Excellent organizational skills and attention to detail
- Excellent time management skills, with a proven ability to meet deadlines
- Strong presentation skills
Benefits
- Health Insurance
- Vision Insurance
- Dental Insurance
- Life and Disability Insurance
- Flexible Spending and Health Savings Accounts
- Employee Assistance Program
- 401(k) plan with Company Match
- Paid Time Off (PTO)
- Paid Holidays, Bereavement, and Jury Duty
- Paid Pregnancy/Parental leave
- Paid Military Leave
- Tuition Reimbursement
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