Director of Financial Planning and Analysis
Apply NowCompany: Janney Montgomery Scott LLC
Location: Philadelphia, PA 19120
Description:
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Director of Financial Planning & Analysis will be responsible for the preparation and analysis of financial performance, as well as, delivering key insights on business operations to executive leadership. Their focus will also include establishing new processes and controls, translating strategic concepts into detailed analysis that will guide the financial planning and reporting of a fast-growing company.
What you are good at:
Responsibilities:
What you have:
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
Other details
Apply Now
The Director of Financial Planning & Analysis will be responsible for the preparation and analysis of financial performance, as well as, delivering key insights on business operations to executive leadership. Their focus will also include establishing new processes and controls, translating strategic concepts into detailed analysis that will guide the financial planning and reporting of a fast-growing company.
What you are good at:
- Effective Decision Making: Ability to identify gaps and opportunities to make timely decisions and to take action reflective of business objectives.
- Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.
- Initiative: Proactively identify opportunities to enhance Janney's FP&A function.
Responsibilities:
- Develop and own key business processes to support budgeting and forecasting
- Develop and own corporate financial models, including incorporating scenario analysis, and identify strategic areas to review and discuss with management
- Develop a comprehensive FP&A reporting package to be delivered to executive leadership on a recurring monthly and quarterly basis
- Perform flash financial reporting upon request or at defined intervals
- Work closely with functional business leadership and finance business unit partners to understand nuances and develop business unit level forecasts and budgets
- Partner with accounting to analyze and interpret actual financial performance vs. operating plan and provide recommendations back to the business
- Support the evaluation of M&A deals and growth initiatives through financial and operational diligence
- Prepare and deliver financial business reviews to the leadership team and external stakeholders (Board, Investors, etc.)
- Ad-hoc analysis and reporting for executive team
What you have:
- Bachelor's degree in accounting, finance, or related field
- 10 -12 years of work experience in FP&A or a similar function
- Experience in budgeting, planning, forecasting, financial modeling, and reporting
- Working ERP knowledge and advanced Microsoft Office skills (Excel, PowerPoint)
- Strong analytical skills, accuracy, and attention to detail
- Outstanding written and oral communication skills
- Ability to work under pressure and meet deadlines
- Ability to work closely with broader corporate finance functions
- Exceptional business acumen
- Industry experience with construction, utilities, or energy businesses preferred but not required
- Cloud ERP experience (NetSuite, Oracle, etc.) is desirable but not required
- Business intelligence software experience (i.e., Tableau, Power BI)
- Experience in Wealth Management is highly desirable
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
Other details
- Pay Type Salary
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