Overview
We are seeking an experienced Consultant to support a financial services client across Financial Planning & Analysis (FP&A), strategic planning, and finance systems transformation. This role will partner closely with finance leadership and business stakeholders to enhance planning processes, deliver actionable insights, and optimize financial systems infrastructure.
Key Responsibilities
FP&A & Financial Management
- Lead budgeting, forecasting, and long-range planning processes
- Develop and maintain financial models to support business decision-making
- Analyze financial performance, identifying trends, risks, and opportunities
- Produce executive-level reporting, dashboards, and variance analyses
- Support profitability, cost management, and capital allocation initiatives
Strategy & Business Partnering
- Translate corporate strategy into actionable financial plans and KPIs
- Partner with business units to evaluate new products, market opportunities, and investments
- Build business cases, scenario analyses, and sensitivity models
- Support strategic initiatives including growth strategy, cost optimization, and transformation efforts
- Present insights and recommendations to senior stakeholders
Finance Systems & Process Improvement
- Assess and improve FP&A processes, tools, and data workflows
- Support implementation or enhancement of financial systems (e.g., Anaplan, Adaptive Planning, Oracle, SAP, Hyperion, Power BI, Tableau)
- Drive automation and standardization of reporting and planning processes
- Collaborate with IT and data teams on system integrations and data governance
- Develop documentation, user training, and best practices
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
- 5–10+ years of experience in FP&A, corporate finance, consulting, or financial services
- Strong financial modeling and analytical skills
- Experience working within financial institutions (banking, asset management, insurance, fintech, etc.)
- Demonstrated experience with FP&A tools and enterprise finance systems
- Advanced Excel skills; familiarity with data visualization and BI tools
- Strong communication skills with ability to influence senior stakeholders
Preferred Skills
- Experience with finance transformation or system implementations
- Knowledge of regulatory and reporting requirements in financial services
- Familiarity with SQL, Python, or data analytics tools
- Project management experience (Agile or traditional methodologies)
Success Criteria
- Improved accuracy and efficiency of forecasting and reporting processes
- Delivery of actionable financial insights supporting strategic decisions
- Successful implementation or enhancement of finance systems and tools
- Strong stakeholder satisfaction and adoption of new processes
Please email your profile or resume to ericmaleski@ifgus.com