Manager of Financial Management and Data Analysis

Posted on March 25, 2024

Arabella Advisors seeks a Finance Manager to be a vital member of Partner Solutions (PS), leading the department’s financial reporting and analysis function within a fast-paced, innovative and growing firm. This position will expand and manage PS’s Financial Management & Analysis function and includes enhancing existing processes, refining budget management, and improving forecast practices.

The Manager, Financial Management and Data Analysis will manage Partner Solutions’ financial reporting and analysis. Reporting to the Head of Operational Excellence, they will be responsible for monthly management reporting, cash forecasts, budgeting, and analysis to support the department’s understanding of its current financial position and optimal path forward. The candidate must be able to analyze P&L, balance sheets, and cash flows, and compare variances to actual results with respect to KPIs.

Essential Responsibilities
Financial Management
Coordinate activities related to PS’s annual budget and monthly forecasting process.
Ensure PS’s annual operating budget and financial processes align with and support the department’s goals.
Manage PS’s finance function and activities including department’s financial management, reporting and analysis, and financial consolidation.
Evaluate budget and financial requests within PS. Perform budget analysis and make recommendations to support budgetary decision-making.
Participate in strategic cross-teams planning to help drive the department’s efficiency, effectiveness, and continuous improvement models.
Lead finance-focused process improvement projects across PS.
Act as primary liaison with corporate finance team.

Financial Data Analysis
Collaborate on various initiatives with the revenue and pricing and profitability team leads.
Work in close partnership with revenue management teams to establish and track progress against goal and spending triggers.
Partner with the Head of Operational Excellence and Corporate Finance to develop and maintain Partner Solutions’ annual budget and revised forecast models.
Forecast financial needs throughout the year.
Identify, flag, and analyze financial and budgetary risks

To Be Successful in This Role, You’ll Need
Bachelor’s degree in finance, accounting, or related field is required (MBA, CFA, or CPA a plus).
At least 3-5 years of experience in financial analysis is required.
To be an inquisitive problem solver with robust financial and analytical skills;
To be able to take initiative, work independently, and collaboratively and manage effectively in a high growth and fast-paced environment;
Advanced proficiency with Excel for data analysis and developing templates;
To be adept at written and verbal communication skills and have strong business acumen;
To be able to manage multiple concurrent projects;
An ability to simplify and explain complex financial concepts to non-financial stakeholders;
Strong knowledge of various business and financial data software.

Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request…