Sr. Finance Manager - Advisory Services - job 6 of 21

The Senior Finance Manager at Advisory Services is responsible for several key areas including consolidating the Advisory Services P&L, conducting comprehensive financial analyses such as long-term planning, forecasting, and budgeting across all portfolios. This role requires strong leadership to manage traditional FP&A responsibilities, develop partnerships with various teams, and ensure data integrity for Revenue reporting.

Candidates for the Senior Finance Manager role at Advisory Services should possess solid leadership skills and experience in finance/business partnering, preferably with a background in a public company. Strong knowledge in budgeting, forecasting, and financial reporting is essential, along with the ability to collaborate with FP&A functions and leverage business acumen within advisory consulting.

The Senior Finance Manager contributes to operational planning at Advisory Services by supporting revenue planning, analysis, and insights for Core consulting and Visa Managed services portfolios. They will also oversee the operational cadence for efficient financial planning and participate in annual financial planning activities, ensuring alignment with the overall business strategy.

Success as a Senior Finance Manager in Advisory Services hinges on strong analytical abilities, strategic thinking, and excellent communication skills. Additionally, effective partnering with various strategy, operations, and finance teams is crucial, along with an acumen for managing financial data accurately and driving business outcomes through insightful reporting.

The Senior Finance Manager position at Advisory Services operates on a hybrid basis, allowing for a flexible work environment. The specifics regarding the expected number of days in the office will be confirmed by your Hiring Manager, promoting a balance between remote work and in-office collaboration.

When forecasting and budgeting as a Senior Finance Manager, I prioritize understanding historical financial trends, engage with stakeholders for insights, and systematically gather relevant data. I utilize financial modeling techniques to project future performance while considering various scenarios to ensure accuracy and adaptability.

Certainly! My experience with P&L consolidation involves aggregating financial data from multiple sources, ensuring data integrity, and presenting consolidated figures in a clear manner. I focus on identifying key trends and variances which helps in strategic decision-making and enabling accurate reporting to stakeholders.

To ensure accuracy in month-end financial reporting, I implement a structured close process, cross-verify data with various teams, and reconcile discrepancies promptly. I also utilize checklists and timelines to maintain organization and accountability, which aids in delivering timely and precise reports.

In a previous role, I supported a major financial change initiative by leading an integration project for new financial systems. This involved thorough coordination with IT and different finance departments to ensure smooth transition while also training the teams on the new processes, resulting in improved efficiency and data quality.

Managing relationships with cross-functional teams requires clear communication, regular updates, and a collaborative approach. I prioritize fostering open dialogues and understanding different departments' needs, which helps in building trust and ensuring aligned goals for financial planning and reporting.

My strategy for monitoring KPIs involves setting clear definitions for each indicator, regular data collection, and benchmarking against industry standards. I create dashboards that visualize performance trends, enabling proactive decision-making and timely adjustments where necessary.

Engaging stakeholders in financial planning starts with identifying key players and their priorities. I schedule regular meetings to share insights and gather input, ensuring that the financial plans align with the broader business strategy, fostering a sense of shared ownership and commitment.

I prefer utilizing advanced financial modeling software such as Excel for detailed analyses and reporting, complemented by BI tools like Power BI or Tableau for visualizing data insights. This combination allows me to analyze complex data sets effectively and present actionable insights to stakeholders.

In tight deadline scenarios, I prioritize tasks by assessing urgency and impact. I leverage project management techniques like task batching and clear timelines, delegating responsibilities when appropriate to ensure critical deadlines are met without compromising quality.

My experience in financial reporting and compliance involves preparing accurate financial statements adhering to GAAP standards, conducting internal audits, and liaising with external auditors. I keep abreast of regulatory changes to ensure all reporting practices remain compliant with current laws and regulations.