Job Description

Financial Planning and Analysis Lead
Job Number: 21-16813
Take a bold step forward in your career! Eclaro is looking for a Financial Planning and Analysis Lead for our client in New York, NY.
Eclaro’s client is a global private equity firm that provides unique opportunities for value to its wide slate of investors. In a highly competitive industry, they are poised for success and create a work environment where you can thrive. If you’re up to the challenge, then take a chance at this rewarding opportunity!
Position Overview:
  • Plays a highly visible role in budgeting and forecasting expenses, managing allocation policies and processes, and driving transparency and accountability across the organization.
  • Will play a key role in transforming client's budget and forecasting processes, prioritizing investment opportunities and tracking performance to drive actionable insights and better decision-making.
  • Requires significant interaction with segment CFOs and other senior Finance executives, key function heads, business leads and COOs.
  • Will manage a team of people in various locations and will report directly to the Head of Strategic Finance.
  • Manage the budget and forecasting process for all expenses across the firm
  • Deliver monthly and quarterly business reporting and other analytics
  • Drive transparency and accountability for business level performance across both compensation and non-compensation
  • Deliver actionable, insightful analysis to realize efficiencies, prioritize investment opportunities and drive better decision-making
  • Analyze variances, trends, risk and opportunities, performance against targets, key business drivers, sensitivities and other ad hoc analysis
  • Provide analysis in support of strategic transaction opportunities
  • Lead firmwide expense allocation policies and processes across segments and businesses, and between the firm and funds
  • Support the Expense Allocation Committee in partnership with senior Finance leads
  • Drive further automation of the expense allocation system and related processes
  • Lead culture of continuous improvement and controls
  • Perform special projects and other duties as required by the needs of the business
  • Develop and improve the financial reporting and business analysis framework; enhance reporting techniques and tools, working with Technology to further automate analysis and reporting processes
  • Develop the team and recruit best-in-class, diverse talent
  • 10+ years' experience, including at least 5 years' experience in planning, forecasting, and management reporting
  • Strong Excel and financial modelling skills required
  • Strong Leadership expertise with the ability to drive automation and process
  • Outstanding analytical skills with the ability to develop business insights
  • Flexible, adaptable, and forward-thinking individual
  • High degree of achievement and interest in helping to drive strategic initiatives and change across an organization
  • Strong written and verbal communication skills
If interested, you may contact: 
Elland Bondoc     
Elland Bondoc | LinkedIn

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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