Financial Planning and Analysis, Vice President

The Corporate Technology Finance & Business Management team is seeking a Vice-President to support the cost recovery/allocated expense process.

This is a high-exposure opportunity as our Finance & Business Management team ensures that LOBs and Corporate clients across the firm have visibility into their budgets, forecasts, and actual cost recoveries that originate with the Corporate Technology expense base.

As a Vice-President you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting, forecasting, and billing actuals.

The position is responsible for a wide range of activities including leveraging multiple systems (Portfolio Intelligence, Tech Sub-Ledger, SAPCO) from which allocated expenses originate; analyzing, preparing, and reconciling financial data; and devising ways to streamline and minimize cycle times through automated applications and process improvement.

The team believes in a collaborative approach, so relationship building will be important to succeed in this role.

We are looking for a candidate that can collaborate globally across a diverse set of stakeholders in a dynamic environment.

Job responsibilities:

• Partner with LOBs/Corporate and Finance & Business Managers in all areas of financial management with a focus on cost recovery including budgeting, monthly forecasting and reporting, run-rate analysis, and monitoring allocations

• Develop and track monthly performance, provide financial analysis, and occasionally create presentations on a variety of cost recovery topics to stakeholders

• Responsible for gatekeeping and maintaining billing key tool that provides the methodology for billing out expense to clients

• Perform variance analysis to understand the key drivers of the results and present commentary to clients, explaining changes from prior forecasts/budgets

• Enhance controls and streamline processes, introducing automation where possible

• Work with tax partners to prepare and provide data to support investment spend and UK Vat audits, as well as with legal entity controllers to address concerns.

• Provide support for inter and intra LOB transfers to ensure that the outgoing allocations portion of the transfer are addressed.

Required qualifications, capabilities and skills:

• Bachelor's degree in Accounting, Finance or a subject of a technical nature

• 7+ years of relevant work experience

• Advanced skills in Excel and PowerPoint

• Ability and desire to operate in multiple financial tools to track/analyze data

• Curious, enthusiastic and diligent, capable of challenging peers, and able to thrive and think clearly under pressure and tight deadlines

• Strong verbal and written communication skills with the ability to articulate complex issues clearly

• Ability to create ad-hoc reporting for senior management

• Proven track record for executing on special projects / assignments with often little lead time or info...