Senior Financial Planning Analyst

Join a leading firm at the forefront of the investment management industry, where your analytical prowess will directly shape strategic financial decisions and drive business success. Aquent is partnering with a distinguished leader in the investment management space to find a pivotal talent who will contribute to their continued growth and innovation.

About the Opportunity

This pivotal role offers an exciting opportunity to dive deep into financial analysis, influence key operational strategies, and contribute to the fiscal health and future direction of a dynamic organization. You'll be instrumental in translating complex financial data into actionable insights, making a tangible impact on critical business decisions and supporting the continuous evolution of financial planning and analysis within the firm.

What You'll Do

• Develop, maintain, and deliver moderate to complex strategic financial analyses that directly support business operations and critical decision-making processes.
• Analyze financial and business information, focusing on key drivers at a business unit or functional level, to assess business issues, draw conclusions, and provide actionable recommendations.
• Lead the development, delivery, and assessment of the fiscal year plan and forecasts, as well as multi-year financial projections for specific business units or functions.
• Provide robust analytical, reporting, and financial modeling support for the annual budgeting process.
• Develop and deliver moderate to complex business management reports and key financial metrics, including recurring financial analysis to monitor performance.
• Perform comprehensive ad hoc financial analyses to address emergent business needs and support strategic initiatives.

What You Bring

• A minimum of 5 years of progressive experience in accounting, finance, or a related function.
• Bachelor's degree in Accounting, Business Administration, Finance, or a closely related field.
• Exceptional analytical skills and a profound ability to understand the impact of operations on financial results.
• Strong Excel proficiency, including advanced features like Pivot tables and V-Lookups, coupled with strong analytical skills in complex and ambiguous situations.
• Demonstrated strong problem-solving capabilities.
• Excellent organizational skills with a proven ability to manage multiple tasks effectively and consistently meet deadlines.
• Experience in analyzing complex financial reports.
• Strong communication skills, both written and verbal, with proven presentation abilities and a knack for effectively partnering with global finance teams and business stakeholders.
• Experience with enterprise accounting systems, such as SAP.

Must-Have Qualifications

• Financial modeling expertise.
• Proficiency in variance analysis.
• Strong background in financial reporting (budget, actuals, forecast).
• Clear understanding of capital expenditure (capex) and operating expenditure (opex).
• Experience with workforce (internal & external) and third-party vendor expense management.

Nice-to-Have Qualifications

• Knowledge of the tech industry (e.g., Cloud, Infrastructure, FinOps, AI).
• General knowledge of mutual funds or experience within the investment management industry.
• An MBA is preferred, but not required.

Tools You'll Use

• SAP/S4/Hana
• SAC
• PBI
• ADVANCED Excel