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.