Fp&A Managing Director

FP&A Managing Director Overview

• The FP&A Managing Director will lead strategic financial planning and analysis initiatives for the client.
• Drive growth in the FP&A Advisory practice by developing client relationships and go-to-market strategies.
• Collaborate with senior leadership to align finance strategies with organizational goals.
• Provide insights into sales and spending trends to mitigate financial risks and identify opportunities.
• Deliver high-quality reports and analysis to support informed business decisions.
• Stay updated on advancements in finance technologies and analytics to enhance client solutions.
• Engage in business development initiatives, including proposal development and client presentations.
• Support the client’s FP&A Advisory team growth in the Greater NYC area.

FP&A Managing Director Key Responsibilities & Duties

• Lead project teams in delivering business transformation initiatives aligning finance with organizational strategy.
• Develop finance strategies by assessing business challenges and recommending tailored solutions.
• Provide executive-level communication and stakeholder engagement to influence senior leadership.
• Manage financial risk through analysis of sales and spending trends.
• Identify opportunities for business development and participate in proposal processes.
• Maintain expertise in finance technologies and analytics to support client needs.
• Lead workshops with clients to define requirements and articulate finance transformation solutions.
• Ensure successful delivery of projects by managing internal and external requirements effectively.

FP&A Managing Director Job Requirements

• Bachelor of Science (BS) degree in finance or related field required.
• 12-15+ years of progressive finance experience, preferably in consulting or professional services.
• Proven ability to generate new business and expand client relationships.
• Advanced understanding of FP&A functions and three-statement financial modeling.
• Experience with finance technologies such as Adaptive Workday, Anaplan, Tableau, and ERP systems.
• Strong entrepreneurial mindset and commitment to building impactful consulting practices.
• Transactional experience in M&A, refinancing, and scenario modeling preferred.
• Demonstrated ability to lead projects and engage stakeholders effectively.