Job Description

Provide comprehensive financial planning, reporting, analysis, and decision support to the Association of International Certified Professional Accountants (Association) leadership team as well as revenue and cost center teams within the Association. Support and lead certain aspects of budget development, forecast management, revenue and expense-related projects, as well as monthly close, reporting and analysis.
Accountabilities & Responsibilities

• Prepare financial reports on a regular, pre-determined basis (e.g. bi-monthly, monthly, and quarterly). Conduct analysis and disseminate results to the Finance leadership team, the revenue team and the cost center teams.
• Prepare supporting materials for, and lead discussions during financial, product and marketing review meetings. Leveraging insights gained through analysis, provide decision support to operations teams.
• Develop and publish financial and non-financial metrics, calling attention to opportunities and risks. Succinctly communicate opportunities and risks to Finance leadership and business owners. Identify, recommend, and implement ways to capitalize on opportunities and mitigate risks.
• Provide guidance to business owners regarding financial policies in order to facilitate understanding and compliance with policies.
• Initiate planning, provide leadership and participate in the budget and forecast cycles by:
• Participating in planning discussions with Finance leadership,
• Preparing templates, training materials, financial reports, and related analysis.
• Working collaboratively with business owners to develop detailed budgets and forecasts, challenge assumptions when appropriate.
• Preparing for and supporting business owners during reviews with senior management

• Prepare materials for meetings with executive staff, the Board of Directors and other parties. Participate in those meetings as needed.
• Participate in cross-functional team meetings to identify and resolve potential issues.
• Participate in strategic planning discussions and support implementation of ensuing initiatives.

Process Improvement

• Identify opportunities to streamline processes through automation and standardization, to shorten close, reporting and budget / forecast cycles, and to eliminate redundant or obsolete tasks and deliverables. Identify, recommend and implement process changes.
• Evaluate effectiveness of existing processes and recommend enhancements that lead to improvements in the quality of deliverables.
• Cultivate business relationships across the organization to understand business owner needs and expectations, incorporating feedback to enhance processes when possible.

Other

• Assist with the annual audit by preparing requested schedules and addressing auditor inquiries.
• Execute ad hoc projects/duties as assigned or self-initiated.
• Assume leadership role within FP&A when necessary.
• May conduct interviews, make hiring decisions, provide salary recommendations, monitor, and assign work, coach, mentor and develop employees; develop work plans and conduct performance evaluations.
• Perform other duties as assigned.

Supervisory Responsibilities

• May supervise Financial Analyst(s)

Qualifications

Knowledge, Skills & Abilities Required

• Extensive knowledge and experience:
• in reading, interpreting and drawing accurate conclusions from financial and numerical material
• of processes, tools and techniques to explore and evaluate financial scenarios, results and alternatives
• of processes, methods and tools to create and maintain accurate and thorough financial reports
• in the application of generally accepted accounting principles
• of methods, processes, and tools for maintaining accounting records and preparing financial statements and reports
• working with financial and accounting software and applications
• Detail-oriented, organized, deadline-driven professional with high drive and initiative and the ability to work interdependently with others
• Intermediate-to-advanced Microsoft Excel skills
• Basic Microsoft Access, PowerPoint, and Word skills

Required Experience, Qualifications & Education

• Educated to degree level
• Minimum 5 years of Finance or business analytics, data mining, data and statistical analysis experience.
• Qualified accountant (CIMA/ACCA/ACA) or equivalent with 2+3 years PQE

Required Knowledge, Skills, and Abilities

Advanced degree or certification, such as CPA, CGMA, MBA, or CFM Experience in a consulting or research vendor environment Oracle General Ledger, Discoverer and ADI experience Intermediate Microsoft Access skills