Manager, Financial Planning & Analysis
Apply NowCompany: Cambridge Associates
Location: Boston, MA 02115
Description:
CAREERS THAT CHANGE THE WORLD
OUR CULTURE
Cambridge Associates believes culture is central to your success and ours.
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.
OUR CLIENTS
Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
Cambridge Associatesbelieves we do our best when you do your best.
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
But enough about us. Tell us about YOU
o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?
o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
o Do you strive to work in an environment that encourages innovation and teamwork?
o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?
o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
THE OPPORTUNITY
The Manager, Financial Planning & Analysis will serve as a liaison and finance business partner to senior stakeholders across the organization. This role will be supporting business units within the Global Investing organization and, as such, will be responsible for and involved in both revenue and expense forecasting/reporting. As a manager, the role is also broadly charged with advancing existing reporting capabilities and processes, working collaboratively across the organization to solve problems and helping to drive process improvement and standardization within the FP&A team.
This position will work closely with the Director, FP&A and will be supporting other highly visible, firmwide reporting initiatives beyond the scope of traditional stakeholder support. Examples include firmwide financial reporting, multi-variable scenario analyses and data visualization other ad-hoc financial reporting requests.
RESPONSIBILITIES
Serve as finance partner to Business Unit COOs and Business Development leaders to drive and inform the revenue forecasting process for each revenue generating Practice
Provide standard monthly reporting and proactively evolve deliverables to meet developing needs of the business; includes enhancing existing financial reporting and creating dynamic dashboards
Partner with stakeholders as questions arise to deliver business case modeling, strategic decision support, measure performance and provide support on ad hoc requests
Support firmwide reporting initiatives with contribution to board reporting, executive level firmwide financial reporting and other firmwide scenario analyses as part of cross-functional work
Leverage existing financial system infrastructure to help further standardize, automate and improve the revenue forecasting, reporting and analysis
Partner with the General Ledger and Accounting teams to coordinate monthly close and ensure all accruals are properly booked and reflected in monthly reporting
Assume a critical role in the annual budgeting and multi-year planning processes
MINIMUM QUALIFICATIONS
7 years of FP&A or Financial Reporting experience
Undergraduate degree in Finance, Accounting or similar discipline required
MBA preferred, but not required
Experience supporting, presenting to and interacting with senior leadership
Experienced with financial reporting / planning systems (Oracle preferred)
Advanced Excel & PowerPoint capabilities required
Experience converting data into consumable charts/visuals for senior leadership
Experience facilitating Forecasting, Budgeting and Multi-Year Planning efforts
Experience building out financial dashboards and KPI reporting
Experience with revenue forecasting preferred and familiarity with CRM/Sales programs a plus
Strong preference for experience in Investment Management, Global Financial Services or Professional Services
BEHAVIORS AND COMPETENCIES
Collaborative working style, ability to foster effective working relationships and build trust across a team environment
Team and service orientation, sharing information with supervisor, peers, and leadership to build understanding
Proven ability to manage others, develop and manage workflow and ensure accuracy and timeliness
Ability to adapt, learn quickly and work independently on multiple competing priorities
Highly responsive, with a strong sense of urgency paired with a definitive emphasis on quality control
Strong commitment to excellence and professional growth for self and others
Excellent written and verbal communication skills
Want to learn more?
Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
EQUAL OPPORTUNITY EMPLOYMENT
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
OUR CULTURE
Cambridge Associates believes culture is central to your success and ours.
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.
OUR CLIENTS
Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
Cambridge Associatesbelieves we do our best when you do your best.
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
But enough about us. Tell us about YOU
o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?
o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
o Do you strive to work in an environment that encourages innovation and teamwork?
o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?
o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
THE OPPORTUNITY
The Manager, Financial Planning & Analysis will serve as a liaison and finance business partner to senior stakeholders across the organization. This role will be supporting business units within the Global Investing organization and, as such, will be responsible for and involved in both revenue and expense forecasting/reporting. As a manager, the role is also broadly charged with advancing existing reporting capabilities and processes, working collaboratively across the organization to solve problems and helping to drive process improvement and standardization within the FP&A team.
This position will work closely with the Director, FP&A and will be supporting other highly visible, firmwide reporting initiatives beyond the scope of traditional stakeholder support. Examples include firmwide financial reporting, multi-variable scenario analyses and data visualization other ad-hoc financial reporting requests.
RESPONSIBILITIES
Serve as finance partner to Business Unit COOs and Business Development leaders to drive and inform the revenue forecasting process for each revenue generating Practice
Provide standard monthly reporting and proactively evolve deliverables to meet developing needs of the business; includes enhancing existing financial reporting and creating dynamic dashboards
Partner with stakeholders as questions arise to deliver business case modeling, strategic decision support, measure performance and provide support on ad hoc requests
Support firmwide reporting initiatives with contribution to board reporting, executive level firmwide financial reporting and other firmwide scenario analyses as part of cross-functional work
Leverage existing financial system infrastructure to help further standardize, automate and improve the revenue forecasting, reporting and analysis
Partner with the General Ledger and Accounting teams to coordinate monthly close and ensure all accruals are properly booked and reflected in monthly reporting
Assume a critical role in the annual budgeting and multi-year planning processes
MINIMUM QUALIFICATIONS
7 years of FP&A or Financial Reporting experience
Undergraduate degree in Finance, Accounting or similar discipline required
MBA preferred, but not required
Experience supporting, presenting to and interacting with senior leadership
Experienced with financial reporting / planning systems (Oracle preferred)
Advanced Excel & PowerPoint capabilities required
Experience converting data into consumable charts/visuals for senior leadership
Experience facilitating Forecasting, Budgeting and Multi-Year Planning efforts
Experience building out financial dashboards and KPI reporting
Experience with revenue forecasting preferred and familiarity with CRM/Sales programs a plus
Strong preference for experience in Investment Management, Global Financial Services or Professional Services
BEHAVIORS AND COMPETENCIES
Collaborative working style, ability to foster effective working relationships and build trust across a team environment
Team and service orientation, sharing information with supervisor, peers, and leadership to build understanding
Proven ability to manage others, develop and manage workflow and ensure accuracy and timeliness
Ability to adapt, learn quickly and work independently on multiple competing priorities
Highly responsive, with a strong sense of urgency paired with a definitive emphasis on quality control
Strong commitment to excellence and professional growth for self and others
Excellent written and verbal communication skills
Want to learn more?
Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
EQUAL OPPORTUNITY EMPLOYMENT
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.