Financial Planning & Analysis Lead

Financial Planning & Analysis Lead Overview

• The Financial Planning & Analysis Lead oversees budgeting, forecasting, and management reporting processes for the organization.
• Collaborates with senior leadership to analyze financial performance and strategic initiatives.
• Manages the monthly reporting cycle, ensuring accuracy and alignment with corporate accounting.
• Leads firm-wide initiatives in conjunction with the strategic initiatives team.
• Maintains rolling forecasts and long-term planning models for financial strategy.
• Drives technology and AI initiatives to enhance department efficiency and reporting capabilities.
• Develops and manages a team, fostering growth and excellence in financial analysis.
• Ensures data integrity and consistency across management company data sources.
• Operates in a fast-paced environment, building processes to support organizational goals.

Financial Planning & Analysis Lead Key Responsibilities & Duties

• Own the annual budget process, including headcount, compensation, and expense planning.
• Maintain rolling forecasts for management fees, department spend, and compensation pipeline.
• Administer DataRails architecture, ensuring data integrity and consistency.
• Prepare monthly management and department-level reporting, including variance analysis.
• Produce executive-ready variance narratives and board materials.
• Collaborate with the strategic initiatives team on projections and data-room support.
• Align FP&A reporting with monthly accounting close processes.
• Drive technological advancements, including automation and AI initiatives.
• Manage and mentor the Financial Reporting & Planning Analyst.

Financial Planning & Analysis Lead Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
• Minimum 10 years of FP&A or corporate finance experience; financial services experience strongly preferred.
• Expertise in budgeting, forecasting, and management reporting ownership.
• Proficiency in advanced Excel and financial modeling; experience with FP&A/BI tools preferred.
• Strong written communication skills for executive-ready narratives and materials.
• Collaborative approach to working with accounting and cross-functional teams.
• Comfortable operating in dynamic, fast-paced environments.
• Prior people-management experience with a focus on team development.
• Knowledge of management fee economics and expense structures is a plus.