Senior Manager, FP&A

Geller Advisors•New York, NY

About The Position

Founded in 1984, Geller & Company is a premier financial and strategic advisory firm serving private companies and non-profit organizations. Headquartered in Manhattan, Geller’s teams help to shape and drive our clients’ financial strategies through outsourced CFO, operational management, business advisory, and other value-adding services. Senior Manager FP&A We are seeking an individual who can work in a fast paced and demanding environment to join the Philanthropies operations team. We provide operational and financial reporting and analysis to internal and external stakeholders. As a member of this team, you will have the opportunity to deliver a unique blend of analysis, financial modeling, reporting, and senior management support. The ideal candidate will be flexible and have the ability to manage multiple tasks with changing levels of priority and possess strong organizational skills. Your Impact: Financial and Operational Management Support Developing and evolving on insightful financial and operational dashboards and reporting packages and other presentations to the client and/or Senior Management Support and develop the compensation and headcount function, working closely with HR Ability to manage large data sets identifying key themes and trends Ensuring data integrity, quality and effectiveness in all work outputs Correlating/Connecting business operations with resource and financial management/results Acquiring detailed understanding of operational processes and systems, including shared service resources and related cost allocations and structures Working with team to ensure that controls are in place to minimize/eliminate gaps in reporting and overall management of key expenses and headcount Identifying opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data Relationship Management Establishing and developing relationships with key stakeholders across the client account (internal or external) Networking and collaborating effectively across functions/teams to build, enhance and establish critical processes Creating influence across communities through being an active voice and champion on key/impactful matters Execution and Project Management Liaising with multi-functional groups ensuring accurate and timely production and distribution of financial and operational reporting Ensuring appropriate coordination and communication across various levels of management during key processes and deliverables (accounting close, planning, forecasting, etc.) Driving and managing ad hoc analysis/special projects to timely completion through strong project management abilities

Requirements

A bachelor’s or higher in business administration, finance, accounting, or related field of study
+10 years in finance and reporting capacity with a proven track record of success
Strong proficiency in Microsoft Excel, including pivot tables, vlookups, data formatting, etc.
Keen attention to detail and analytical aptitude
Be operational and process-oriented
Ability to leverage detailed data sets and succinctly translate in a simple, effective manner
Ability to effectively manage time and meet deadlines
Excellent verbal and written communication skills, including the ability to formulate executive level presentations, memos, etc.
A team player with a positive demeanor
A strong results driven attitude, looking to take responsibility and ownership of projects and deliverables
Expense strength and proficiency in: Financial and business acumen Project management Organizational skills and ability to prioritize multiple tasks Interpersonal skills in order to build a network of stakeholders across the organization

Nice To Haves

MBA or other professional designations
Experience with compensation and headcount
System development and implementation
Experience of Power BI or AI

Responsibilities

Developing and evolving on insightful financial and operational dashboards and reporting packages and other presentations to the client and/or Senior Management
Support and develop the compensation and headcount function, working closely with HR
Ability to manage large data sets identifying key themes and trends
Ensuring data integrity, quality and effectiveness in all work outputs
Correlating/Connecting business operations with resource and financial management/results
Acquiring detailed understanding of operational processes and systems, including shared service resources and related cost allocations and structures
Working with team to ensure that controls are in place to minimize/eliminate gaps in reporting and overall management of key expenses and headcount
Identifying opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data
Establishing and developing relationships with key stakeholders across the client account (internal or external)
Networking and collaborating effectively across functions/teams to build, enhance and establish critical processes
Creating influence across communities through being an active voice and champion on key/impactful matters
Liaising with multi-functional groups ensuring accurate and timely production and distribution of financial and operational reporting
Ensuring appropriate coordination and communication across various levels of management during key processes and deliverables (accounting close, planning, forecasting, etc.)
Driving and managing ad hoc analysis/special projects to timely completion through strong project management abilities