The Financial Planning & Analysis Lead reports directly to the CFO and supports the development, ongoing management and delivery of Auxis performance targets. Th FP&A; Lead will work closely with practice and department leaders in developing the operating and financial plan required to achieve the firm’s strategic growth plan.
Responsibilities
- Support the CFO in managing the rolling financial forecast process, annual plan and long‑term growth plan. FP&A; Lead will be responsible for running and maintaining financial models
- FP&A; Lead will work with Practice and Department leads to develop the various individual projections and then consolidate into overall corporate view.
- Work with the Practice leaders on ongoing analysis of business performance against targets. This will include, but not limited to financial performance, variance explanations, client profitability, service line profitability, operational performance and trend analysis.
- Oversee and act as business owner for the Auxis Power BI Performance Management Platform. FP&A; Lead will work with internal IT team on enhancements and modifications to the platform.
- Working with Practice leaders to standardize pricing models for various service lines (e.g. helpdesk, engineering managed services, FAO, project work, etc.)
- Prepare internal reports for executive leadership and support their decision making
- Develop financial models and analyze them to support strategic initiatives
- Support the management team and practice leaders with data‑driven analysis
- Provide FP&A; finance support to the practice leaders related to productivity, growth and profitability,
- Work on corporate projects and initiatives that impact the entire organization.
- Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
- Develop and maintain effecti