FP&A Manager (Data Analytics)

Job Summary:

We are seeking a highly skilled and detail-oriented manager to join the Financial Planning & Analysis Center of Excellence team (FP&A COE). The FP&A COE Manager, will play a crucial role in analyzing financial data, helping develop financial models, and providing valuable insights to support our Finance efforts. 

The FP&A COE Manager works to help identify, organize, and report on the Firm’s valuable data assets to achieve better operational efficiencies, drive profitability, mitigate risk, and provide better services to its stakeholders through data-driven insights and actions. This role, in collaboration with finance department, data architects, data engineers and other IT teams, operationalizes and documents data platforms. This role is also responsible for supporting technologies for the benefit of the Firm. Finally, this individual  will assist in developing strategies, policies, and governance models to ensure the Firm’s data remains accurate, timely, and relevant to the Firm’s goals. Proficiency in Power BI is essential for this role, as it is responsible for managing the completion of visually appealing and interactive dashboards to communicate financial information effectively.

Job Duties:

• Works with stakeholders and data architects to define and design data solutions to support the Firm’s data initiatives
• Maintains the deployment and security of finance Power BI Apps and reports
• Creates mock-up solution designs, visualizations, and reports to effectively demonstrate proposed solutions and deliverables
• Acts as a subject matter expert, evangelist, and catalyst to educate on the Firm’s data platforms and best practices as they relate to the usage and hygiene of the Firm’s data assets
• Builds and maintains constructive working relationships with project team members and other departments involved with projects, systems, and IT strategies
• Ensures master data management principles are followed through the course of day-to-day data usage and solution design
• Identifies and executes continuous improvement efforts to ensure the Firm’s data remains accurate and timely
• Understands and follows Project Management basics and Project Management Office policies and procedures
• Acts as liaison between FP&A, Financial Systems, and IT
• Assigns tasks and projects to team members based on their strengths and workload
• Oversees projects and ensure their successful execution
• Other duties as required

Supervisory Responsibilities:

• Provides Financial Analysts with guidance, support, and mentorship
• Acts as a career advisor to analysts by monitoring and evaluating team performance and providing feedback for improvement
• Keeps team up-to-date with industry trends and advancements in data analysis techniques

 

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s degree, required; major in Computer Science, Finance, preferred

Experience:

• Five (5) or more years working as a data analyst or financial analyst in a corporate finance department, required
• Demonstrable proficiency in developing and understanding custom and ad-hoc SQL queries, preferred
• Two (2) or more years working with Business Intelligence (BI) Software, required; prior experience with Power BI, preferred
• Two (2) or more years working with Oracle ERP, preferred
• Experience working within a large, complex enterprise with significant regulatory and compliance requirements, preferred
• Professional service firm experience, preferred

License(s)/Certification(s):

• N/A

Software:

• Strong proficiency in the use of Microsoft Office suite, specifically Excel, required
• Strong proficiency in the use of SQL, preferred
• Strong proficiency in the use of Power BI, preferred
• Experience with Microsoft Power Automate, preferred
• Experience with OneStream, preferred
• Experience with Oracle ERP, preferred 

Other Knowledge, Skills & Abilities:

• Stro