Corporate FP&A Lead

Job Title: Corporate FP&A Lead Bleakley Financial GroupAt Bleakley Financial Group, we are committed to empowering our financial advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us"”our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as Corporate FP&A Lead focused on driving immediate tangible change to the firm.Position Overview:A Private Equity-backed Registered Investment Advisor (RIA) experiencing hyper-growth is seeking an FP&A Lead to join our corporate headquarters. This role will work closely with the CFO to shape the future of the function and tasked with firm-wide P&L management reporting, budgeting & forecasting, headcount planning, and Board deck presentations, while supporting M&A modeling/due diligence on an as needed basis.Key Responsibilities:Develop and maintain comprehensive financial models to support scenario planning, budgeting & forecasting, and strategic decision-makingCollaborate with leadership to shape long-term strategic plans, set financial targets, and establish goals aligned with both business and corporate objectivesCreate high-impact presentations and executive summaries for senior leadership, incorporating insights and analysis from the FP&A teamLead special projects focused on financial analysis, market research, competitive landscapes, and strategic planning initiativesPresent complex financial concepts in a clear, concise, and engaging manner to drive stakeholder understanding and alignmentIdentify key business challenges and utilize advanced visualization tools to improve data-driven decision-making and enhance operational efficiencyDefine the FP&A function as the initial hire, and foster a culture of collaboration, continuous development, and high performance across the expanding CFO organizationQualifications:7+ years of experience in Financial Planning & Analysis, Finance Operations or comparable experienceExperience in wealth management, private equity, consulting or corporate strategy preferred.Bachelor's degree in finance, economics or related fieldSuperior analytical and problem-solving skillsProven experience managing/consolidating forecasts and annual operating plansAbility to work well under pressure in a fast-paced environment and handle multiple assignmentsFocused attention to detail and high standards for quality and accuracy in work productAdvanced Excel and PowerPoint skills (e.g. financial modeling, macros, pitch decks)Strong verbal, written and interpersonal communication skillsCore Benefits:Competitive salary and bonusComprehensive health, dental, and vision insuranceRetirement savings plan with company contributionsOpportunities for professional growth and developmentSupport for work-life balance initiativesWhy Join Us?Impact: Play a key role in supporting our financial advisors and contributing to the firms success.Growth: Opportunity to develop professionally and take on additional responsibilities over time.Culture: Join a team that values collaboration, excellence, and a positive work environment.Right to Revise:This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Created: 2024-11-02