Financial Planning and Analysis - Sr. Consultant

Short Description:

The purpose of this role to help the Tax FP&A lead in the day-to-day activities and decision making through the utilization of both quantitative and qualitative info of all operational aspects of a company in order to evaluate the company's progress toward achieving its goals and to map out future goals and plans. This role will consider economic and business trends, review past company performance, and attempt to anticipate obstacles and potential problems, all with an eye toward forecasting a company's future financial results. The individual will have a strong commercial, strategic and partnering mind-set to support client facing teams. He or She will also help streamline processes, suggest and support automation and support with other efficiencies across the Service line.

Major duties and responsibilities

Help manage the Financial Planning processes for Tax in order to ensure the achievement of the objectives defined by the Leadership team and provide recommendations for growth and development.

• Budgeting
• Forecasting
• Monthly dashboards
• Actual /ExCom reporting
• Power-bi reports (daily)
• KPIs actual vs Budget analysis
• Borrow and Lend cost analysis
• Member-firm Debtors
• Ad hoc reporting

Provide support to different tax departments with their monthly review & adjustments including but not only:

• Aging WIP
• Debtors
• Negative WIP
• Unrecognized revenues
• Forecasted NFR
• Funding adjustments
• Revenue adjustments
• Staff Utilization

Additional Tasks

• Constantly look for efficiencies and improvements across Tax Service line
• Help to improve the P&L by reducing debtors and WIP charges
• Finance ad hoc queries and deadlines.
• Smart queries and reports
• LG projects testing and implementations
• Coordinate with IT/Finance for new developments and UATs for e.g. BD codes, destination geo.
• Chasing timecard defaulters
• Managing TRC payments

Education requirements:

• Bachelor's degree in a Financial/ Accounting
• Master's Degree (Preferable)

Work experience requirements:

• Minimum of 5-7 years of experience in a finance operation's practice preferably within a professional services Firm.