Sr. Finance Manager - Advisory Services - job 3 of 21

The Senior Finance Manager - Advisory Services is crucial for consolidating P&L, leading financial analyses, and developing long-term planning, forecasting, and budgeting strategies for revenue and operating expenses. This individual collaborates with Finance global and regional teams and acts as a business partner to various operational teams to enhance effective financial planning and reporting.

Ideal candidates for the Senior Finance Manager - Advisory Services position should possess strong leadership and finance/business partnering skills, particularly within a public company context. Experience in FP&A functions and a solid business acumen in Advisory consulting and managed services is also essential.

The Senior Finance Manager - Advisory Services supports annual financial planning by providing insights and recommendations based on quantitative analyses. This role also involves monitoring key performance indicators and conducting quarterly business reviews to ensure that the business is on track to meet its financial goals.

This position is a hybrid role based in San Francisco, allowing flexibility in your work environment. You will spend a set number of days in the office collaborating with your team, fostering relationships, and driving effective financial strategies.

The Senior Finance Manager in Advisory Services conducts a variety of financial analyses, including long-term planning, forecasting, budgeting, and monthly reporting. These analyses help provide strategic insights and drive decisions across the organization.

When approaching financial forecasting for diverse portfolios as a Senior Finance Manager, it's essential to use historical data, trends, and market analysis. Collaboration with portfolio leaders and understanding their specific dynamics will also ensure that the forecasts are more accurate and aligned with business strategies.

Effective budget management typically involves clear communication with stakeholders, setting realistic objectives based on historical performance, and frequently reviewing variances against the budget. Tools like rolling forecasts also help adapt budgets throughout the year.

A challenge I faced was managing conflicting priorities among different portfolio stakeholders. I developed a structured approach to prioritize projects based on their strategic impact and ROI, making sure to communicate and align expectations across teams.

Maintaining data integrity in financial reports requires constant monitoring of the data entry processes and regular audits. Utilizing advanced software systems to automate reporting can also minimize human error, ensuring accuracy in all financial communications.

Collaboration is vital in the financial reporting process. Engaging with multiple teams allows for diverse insights and more thorough analysis, improving overall financial accuracy and fostering a responsible environment for reporting.

Meeting tight deadlines involves proactive planning and prioritization. I set clear milestones for my team, ensuring everyone understands the expectations and is aligned to meet deadlines without sacrificing the quality of the reporting.

Effective stakeholder communication strategies involve tailoring messages to the audience, using clear and concise language, and providing relevant data that highlights key points. Regular updates and transparent discussions about financial health also foster trust and collaboration.

To stay abreast of industry trends in finance, I regularly read financial publications, attend webinars, and participate in relevant workshops. Networking with other professionals in the field also provides insights and keeps me updated on best practices.

My experience with FP&A software involves using tools for budgeting, forecasting, and reporting, which I have utilized to streamline financial processes and enhance accuracy. Familiarity with software like Hyperion or Adaptive Insights has improved my team’s efficiency in financial data handling.

I am motivated by the opportunity to make a meaningful impact on the organization's financial health. Driving strategic financial planning and seeing how it aligns with overall business objectives gives me great satisfaction and inspires me to continuously improve our finance practices.