The VP, Financial Planning & Analysis, is responsible for overseeing all aspects of financial planning and analysis for the Ultimus Registered business. This role demands a visionary with exceptional analytical skills and a deep understanding of financial forecasting, planning, and analysis within the fast-paced industry. The ideal candidate will have a proven track record of partnering with business leaders to understand the business, its strategy, priorities, drivers & levers of profitability, growth and efficiency.
The Ultimus FP&A team are Stewards of the business’s financial performance. They will proactively provide sound business and financial information, metrics, insights and analysis that enhance decision-making, enables the business to formulate an effective business strategy and strategic goals…
that translates into well-vetted plans and actionable initiatives…
that improves Productivity, Efficiency and Profitability…
- that drives / steers the business toward its goals.
RESPONSIBILITIES
Leverages financial data and analytics to identify emerging trends in the company’s financial performance and market dynamics. Engage in predictive analysis to forecast future trends and assess their potential impact on the business. Based on these insights, formulate strategic recommendations aimed at optimizing costs, enhancing revenue, and improving overall financial health.Leads and oversees strategic and annual operating plans, quarterly and monthly forecast updates, predictive analytics, internal reporting, and performance management against projections.Drives the budgeting processes and optimizes expense management within the business, driving efficiencies and ensuring that investments are suitably analyzed, and operational costs appropriately controlled.Supports the month-end close processes and lead the preparation of all financial materials for management and operational reviews as well as reporting to the board.Develops and monitors operational metrics to drive financial performance.Manages the company P&L to ensure we meet and achieve all our performance targets and ensure leadership has visibility into risks and opportunities.Responsible for developing and overseeing client P&L’s, New Business Pricing and Pro-FormasThought leader providing analytical insight and perspective to senior management.Develop and prepare materials for : Ultimus CEO, PE Ownership and Board of DirectorsPERSONNEL MANAGEMENT
Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.Establishes team and individual goals for department.Fosters performance of associates and the processes used by them; holds the associates accountable for their work.WORKING RELATIONSHIPS
Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.Partners with business leaders to provide business and financial counsel, develop and align objectives and steer the business towards its goalsContact as needed with partners regarding general information, resolution of issues, inquiries, or reporting requirements.Contact with team members regarding follow-up on inquiries, open workflow, etc.May perform other duties as required and assigned.KNOWLEDGE
Financial services (Fund Accounting & Administration preferred)Internal controls.US GAAP.NetSuite ERP, NetSuite PBCS.Salesforce.Microsoft Office Suite (Highly skilled in Excel)Adobe Acrobat.SKILLS AND ABILITIES
Continuous improvement mentality with ability to challenge the norms and existing processes.Strong leadership skills with experience in growing and leading a high-performance team and ability to demonstrate effective leadership in ambiguous and frequently changing situations.Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor.Aligns associates with company values and goals.Plans and delegates the work of others.Motivates and inspires others.Assesses performance of self and associates to make improvements or take corrective action.Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.Troubleshoots issues utilizing creative and critical thinking skills.Multitasking, analytical, and organizational skills.Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.Demonstrates personal integrity, responsibility, and accountability.Effectively uses resources such as time and information in conjunction with associates.Participates in solving problems and making decisions.Presents and expresses ideas and information, written and oral, clearly, and concisely.Actively listens to others to achieve understanding and supports an open exchange of ideas and information.Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.EDUCATION AND EXPERIENCE
Bachelor’s degree in accounting or finance. MBA or CPA is beneficial.12 years of experience in FP&A, Accounting or Finance.Experience with implementing / building / utilizing data, systems and software tools including…data warehouse financial reporting and analysis softwareExperience working in a matrixed organization and a financial services environment.Experience in implementing and managing financial planning tools and processes.Experiencing interacting and partnering with CEO and other Executive level leadershipEquivalent education, experience, and KSA’s will be considered.
