Senior Manager, Financial Planning and Analysis

Hudson Advisors - Dallas, TX (30+ days ago)3.8


Position Summary:
The Senior Manager of Corporate FP&A interacts with senior management to provide key financial information and analysis of business drivers and financial trends for Hudson Advisors L.P. and subsidiaries. Additionally, the Senior Manager develops detailed budget and forecast models to drive accuracy and accountability for ongoing expense management and provides detailed reports for senior management highlighting key changes and actionable insights. This position works closely with key stakeholders across the Corporate Finance teams to ensure efficient process control and communications impacting the entire department.

Essential Functions:
FP&A:
Develop, coordinate, and manage the quarterly financial planning and analysis function.
Maintain responsibility of allocation methodologies, KPI development and variance analysis.
Maintain Hyperion Planning environment.
Proactively optimize the current reporting structure and analysis via Hyperion Planning.
Drive semi-annual department business plan meetings and forecast updates.
Supervise the Corporate FP&A team in Dallas.
Ad hoc financial modeling support for Director, Global Head - Corporate Finance and Chief Financial Officer.

Executive Reporting:
Prepare materials for the quarterly Board of Directors meetings.
Prepare semi-annual Department Reviews.
Prepare monthly financial reporting and analysis.
Understand the cross-functional and cross-departmental processes, and continuously work towards enhancing systems and process flows.
Provide effective and timely financial information, business analytics, and insight to executive leadership to ensure the organization is effectively meeting the strategic operating plan and adherence to the long-term roadmap.
Oversee the design, development and maintenance of various Reporting models.
Drive continuous improvement of financial information systems and processes and seek ways to improve the effectiveness and efficiency of financial reporting.
Perform or lead special projects and other duties as assigned.
Provide Executive support to the CFO and COO.

Required Knowledge, Skills and Abilities:
Strong quantitative skills and demonstrated analytical and problem solving ability.
Strong customer/client focus with the ability to provide a superior customer/client experience and build long-term relationships.
Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management.
Self-starter with the ability to multi-task.
Ability to thrive in a fast paced, rapidly changing work environment with many competing priorities.
Hard-working, detail oriented and committed to producing great end results.
Ability to work autonomously and as a member of a team.
Develop and drive accountability for self and others.
Ensure direct reports receive the tools, training and motivation they need to do their jobs effectively as well as the encouragement needed to attain excellence.

Education:
Bachelor’s Degree from an accredited university required
Master’s Degree in Finance / Accounting related field required

Experience:
8+ years of financial analysis work experience required
Solid understanding of Private Equity or other alternative asset classes, with proven work experience managing complex financial models and data analysis
Big Four Audit experience is a plus

Certifications & Licenses:
CFA and/or CPA a plus

Computer Skills:
Proficiency in Microsoft Office Suite
Advanced knowledge of Microsoft Excel
Oracle Financials, Hyperion Planning and Hyperion Essbase experience a plus

Work Environment:
This job operates in a professional office environment
This role generally requires 50+ hours per week

Travel Requirements:
This role does not require frequent travel, less than 10%

Desired Organizational Competencies:
Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
Planning - Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals