What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Perella Weinberg?
Key Responsibilities
The role will support Firmwide reporting and analysis, including analytical and strategic support to the Head of FP&A and Business Operations. The role entails leading special projects, crafting senior-level presentations, conducting analysis, creating data visualizations, and developing decision-making models. Candidates must have proven experience clearly communicating results orally and in writing and should be strong problem solvers.
- Responsible for detailed analytical review of financial results, including variance reporting, budget to actual analysis and KPI reporting to senior management
- Responsible for generating business narratives and summaries of results
- Prepare monthly reporting and communicate financial insights , including KPIs to business unit leads and corporate leadership
- Prepare quarterly board presentations earnings materials
- Support various ad hoc reporting and senior management presentations for the CFO / CEO
- Regularly evaluate existing financial planning and analysis processes, identify potential improvements, facilitate problem solving discussions and enforce changes to increase efficiency
- Develop high-quality presentations and executive summaries for senior leadership supplemented by Finance team inputs and analyses.
Qualifications
- 5 years of experience in the financial services or comparable sector
- Bachelor's degree in finance or related field
- Proven expertise in Excel, PowerPoint, Word and Outlook; Working knowledge of Workday Financials strongly preferred
- Excellent verbal and written (business writing) communication skills
- Effective time management and ability to meet tight deadlines and handle pressure situations
- Change management mindset with a focus on innovation and automation
About Perella Weinberg Partners
Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions, governments, sovereign wealth funds, and the financial sponsor community. The Firm offers a wide range of advisory services to clients in the most active industry sectors and global markets. With approximately 600 employees, PWP currently maintains offices in New York, Houston, London, Calgary, Chicago, Denver, Los Angeles, Paris, Munich, and San Francisco. For more information on Perella Weinberg Partners, please visit: http://www.pwpartners.com.
Perella Weinberg Partners is an Equal Employment Opportunity (EEO) employer. It is the policy of the Firm to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status.
