Financial Planning and Analysis Manager

Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman’s thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1,000 companies.

Visit our website for more details about Oliver Wyman: www.oliverwyman.com

Job Overview:

Oliver Wyman is seeking a Financial Planning & Analysis Manager to provide strategic financial support to Oliver Wyman’s Global Industries and Capabilities (“Global I&C”), while also being responsible for all aspects of capacity planning, budgeting, and financial management & analysis of global Consulting and Specialist staff globally. With respect to Global I&C, the individual will be responsible for supporting ongoing investments in the firm’s global growth priorities, enhancing and maintaining a robust management information system (“MIS”) capability, and collaborating with global leaders to drive key strategic decision making across the portfolio. With respect to Capacity Planning, the individual is accountable for all financial management of our Consultant and Specialist resources, leading the annual capacity planning and budgeting processes as well as ongoing collaboration with the regional recruiting teams to deliver on these plans. The FP&A Manager will be expected to manage trusted relationships with Global Industry leaders, Region Heads, and Market Leaders and will have a strong link with the broader Oliver Wyman Finance, Talent, and Business Impact teams. The ideal candidate will have a strong finance background, an ability to understand and leverage Oliver Wyman’s financial systems, excellent interpersonal and analytical capabilities, and demonstrated skills managing direct reports and collaborating with broader teams in a global organization.

This is a hybrid role that requires 3 days per week in the office. There is no option to be fully remote.

Key Responsibilities:

Lead and manage day-to-day financial planning and analysis for Global Industries and Capabilities, including management reporting, financial inputs to strategic decision making and investment prioritization, and budgeting, planning, and forecasting

• Enhance and maintain a MIS structure that is globally consistent and cohesive with regional reporting structures across Industries, Capabilities, and Platforms
• Leverage MIS to facilitate key decision making across the Global Industries, Capabilities and Platforms, particularly with respect to revenue budgeting, capacity requirements, expense management, and investment prioritization
• First point of financial support for key Global Industry leaders, particularly on topics cutting across the regions

Lead and manage financial planning and analysis in support of our global Consulting and Specialist pools

• Budgeting and forecasting, including clear views on potential affiliation, attrition, promotion
• Monthly reporting to the business on the financial performance of consulting and specialist cost centers, including detailed analysis of variances
• Ad-hoc analysis and support of strategic initiatives impacting Consulting and Specialist pools (e.g., compensation, majoring/affiliation, retention, impact of visa restrictions on cross-border staffing, usage/deployment trends of colleagues)

Lead and manage Oliver Wyman’s global Pricing/Costing Tool and key inputs

• Translate consultant and specialist costs into annual cost rates and up-to-date pricing tools for use across the organization
• Manage the pricing tool, cost rates and related concepts in Certinia (professional services automation)

Lead all aspects of the global Oliver Wyman consulting and specialist capacity planning process, with responsibility to plan and execute an evergreen process with a key annual readout for budget season, and to track and ensure action against these plans over the course of the year

• Process leadership (including process design, collaboration plan, model/tool development, PMO of overall process)
• Leadership and accountability for overall global capacity planning outcomes
• Engage with Region/Market/Specialist Business Unit designees throughout to ensure robust inputs and interpretation of results
• Close collaboration with Finance and Human Capital to develop recruiting targets at each level and market, and across consulting and specialist units
• Ongoing plan maintenance (Short Term Supply / Demand analysis, periodic refreshes of current and expected supply, mid-year adjustments based on variances to plans, etc)
• Liaise with Entry Level and Experienced hiring teams to ensure actions align with plans
• Input into key strategic initiatives (e.g., Impact of emerging talent profiles on existing and future capacity, advice to support future real estate investments, geographic expansion)

• Day to day management of team of FP&A resources in support of the above responsibilities, collaborating with the broader global and regional FP&A teams as necessary

• Provide direct support on additional strategic / financial initiatives as requested by the Oliver Wyman CFO and broader FP&A community

Experience Required:

• BA or BS degree in Economics, Finance, Accounting, or another quantitative field preferred
• 5-7 years of experience in a consulting, financial, or analytical role
• Strong financial planning and/or accounting background
• Expert proficiency with Microsoft Excel and PowerPoint
• Experience with modern tools like Tableau, Tableau Prep and SQL to build data models and automate our reporting and analytics
• Experience with Oracle Enterprise Business System suite of applications, including Hyperion Planning and SmartView.
• Experience with Certinia professional services automation software a plus.

Skills and Attributes

• Superior analytical skills and attention to detail
• Strong communication skills, with colleagues at all levels of the organization, with an emphasis on providing actionable guidance
• Strong initiative to seek and accept new challenges, with a high level of intellectual curiosity and an orientation to finding solutions
• Ability to work independently with limited supervision, and to guide the work of others in support of the Manager’s objectives
• Thrives in a strong team environment, including willingness to assist other team members and share knowledge
• Ability to manage multiple priorities simultaneously in a fast-paced and deadline-driven environment