About this role
Description
Strategic Finance & Planning:
- Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget
- Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model
- Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team
- Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions
- Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan
Business Partnership:
- Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets
- Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes
- Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
- Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance
Reporting & Board Engagement:
- Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on
- Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality
- Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively
- Ensure accuracy, clarity, and timeliness across all of the function’s deliverables
Leadership & Development
- Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting
- Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product
Requirements
- Bachelor’s degree in accounting, finance, economics or related field from a top university
- 8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others
- Proven track record as a strategic business partner to senior leadership
- Executive presence with the ability to influence and constructively challenge senior leaders
- Excellent communication, written and verbal, and analytical skills
- Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations
- Highly curious and a strategic thinker
- Superior attention to detail
- Strong organizational skills and the ability to manage multiple priorities
- Resourceful self-starter who operates with minimal direction
- Mature and professional with a strong work ethic
- Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)
Preferred Qualifications:
- Prior experience working in a PE-backed environment and/or professional services firm
- Prior experience building or scaling an FP&A function
- CPA, CFA, and/or MBA
- Proficient with BI tools (e.g. PowerBI, Tableau)
- Experience leveraging AI tools to drive process efficiencies
Unique Attributes:
- PE-backed company
- Fast-paced, small-team setting
- Reports directly to the Chief Financial Officer
- Highly visible role with direct exposure to executive leadership
- Key contributor to strategic initiatives and value creation
- Insight into multiple functions of the business
- Competitive compensation and benefits
- Good company culture and casual work environment
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