Finance Digital Transformation Lead

Ankura is a team of excellence founded on innovation and growth.

Ankura Corporate Overview:

The goal of Ankura Business Services (ABS) is to provide support and assistance to Ankura’s client facing business groups. All of Ankura’s ABS groups work together to achieve a common goal, which is to create innovative solutions for our clients. ABS includes Finance, Legal, IT Services, Marketing and Communications, Real Estate, Conflict Check, Operations & Workplace Services, and the People Office. Collaborative lateral thinking, hard-earned experience, expertise, and multidisciplinary capabilities drive results. Together, Ankura’s ABS groups work in harmony to Protect, Create, and Recover Value for our clients.

Role Overview:

Ankura is seeking a seasoned FP&A professional with robust technical acumen and demonstrated experience with Alteryx process automation to become a key member of the Financial Planning & Analysis team. This position will be pivotal in leveraging technology tools to enhance data analysis and reporting capabilities. The ideal candidate has extensive experience in analyzing financial performance, tailoring bespoke management reports, and a strong understanding of accounting principles. This role demands a strategic visionary capable of collaborating with cross-functional teams and adept at utilizing technology tools to generate financial insights and facilitate informed business decisioning. Candidates must demonstrate a keen understanding of confidentiality and data protection protocols, as they will be handling sensitive compensation information. Previous experience within the Professional Services sector is a bonus. The ideal candidate for this role will be based in the New York City metro area though other major Ankura office locations (such as Washington DC or Chicago) could be suitable. Based on candidates’ experience and qualifications this role could be filled at the Senior Director or Executive Director level.

Responsibilities:

Core Responsibilities:

• Financial Acumen: A strong understanding of accounting principles, budgeting, forecasting, and financial modeling is essential. Including the ability to interpret business data into actionable insights in support of operational decisioning.

• Technical Proficiency: Expert in employing technology tools for data extraction, data wrangling, reporting outputs and financial modeling, as well as familiarity with cloud-based ERP systems (Workday). Use of technologies in the field of automation, machine learning and data analytics is also beneficial. This role will be required to maintain, and make adjustment to, existing complex reports crafted via Alteryx and Excel VBA to deliver bespoke executive packages.

• Analytical and Problem-Solving Mindset: The ability to analyze complex, varied data sets, identify trends, and develop actionable insights. Creative problem-solving abilities when dealing with challenges and implementing financial processes. Proficiency in maintaining and adapting existing Alteryx data workflows.

• Project Management: Experience in managing firmwide projects, especially those related to technology implementation and process improvement. Including planning, execution, risk management, stakeholder communication, and technical design assistance.

• Communication and Collaboration: Excellent communication skills to articulate technical concepts to non-technical stakeholders. The ability to work collaboratively with cross-functional teams, including IT, finance, and operations, to drive technology initiatives.

Technical Responsibilities:

• Data Analysis & Business Intelligence

  • Data Analysis and Interpretation: The ability to analyze datasets to derive meaningful informational insights using the full suite of Microsoft 365 tools such as Power BI, Excel, and Fabric.

  • Dashboard and Report Development: Expertise in designing and developing interactive dashboards and reports using Power BI, ensuring views are user-friendly, intuitive and provide actionable insights.

  • ETL Processes: Proficiency in using SQL and Alteryx to extract, transform, and load data efficiently and accurately from different data sources. Ability to identify and map relationships between disparate data systems.

  • DAX and M Language Proficiency: Writing complex DAX (Data Analysis Expressions) formulas and use M language for data manipulation and transformation in Power BI

• Large Data Models & Workflows

  • Advanced Data Modeling: Ability to design, implement, and manage large and complex local data models that can store significant volumes of data for quick access. This includes understanding normalization, denormalization, and database schema best practices.

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