Sr. Finance Manager - Advisory Services - job 7 of 21

The Senior Finance Manager at Advisory Services is responsible for a range of activities, including the consolidation of the Advisory Services P&L, leading financial analyses such as long-term planning, forecasting, and budgeting of Revenue and Opex. Additionally, this role involves collaborating with various Finance global teams and portfolio leaders to ensure effective financial reporting and planning.

To qualify for the Senior Finance Manager position in Advisory Services, candidates should possess strong leadership and finance/business partnering skills, ideally with experience in a public company. Demonstrated experience collaborating across different FP&A functions is also crucial, along with proficiency in budgeting, forecasting, and financial reporting.

The Senior Finance Manager at Advisory Services plays a vital role in financial planning by supporting annual financial activities, driving efficient revenue planning, and providing valuable insights through analysis. This individual will actively collaborate with the Advisory Strategy & Operations teams to ensure that financial planning aligns with organizational goals.

Success as a Senior Finance Manager in the Advisory Services team requires strong analytical skills, attention to detail, and the ability to establish strategic partnerships across departments. Leadership skills and an understanding of financial principles, combined with effective communication abilities, are essential for driving change and achieving financial objectives.

The Senior Finance Manager position in Advisory Services offers a hybrid work environment where flexibility is encouraged. While specific in-office days will be confirmed by the Hiring Manager, this setup allows for a balance of collaborative on-site work and focused remote performance, fostering an inclusive and productive atmosphere.

In your response, discuss specific financial planning tools or methodologies you have used in previous roles. Highlight your ability to analyze data, set up forecasting models, and collaborate with various departments to achieve alignment with organizational goals.

To effectively answer this, illustrate your process for data validation and reconciliation. Explain how you regularly review financial reports, ensure all data inputs are accurate, and implement controls to minimize errors in reporting.

In your answer, be specific about the project's goals, the analytical methods you used, and the results achieved. Highlight how your analysis impacted decision-making, improved financial outcomes, or streamlined processes.

You could discuss your approach to managing conflicts, such as open communication, prioritization based on strategic goals, and collaboration to find win-win solutions. Provide an example where possible.

Provide details about the types of financial models you have created, their purpose, and the tools used (e.g., Excel, specialized software). Showcase your understanding of key financial metrics and how these models supported business strategies.

In your response, mention the industry publications you follow, relevant courses you've taken, or professional groups and networks you are part of. Emphasize your commitment to continuous learning in finance.

Discuss the importance of accurate data in driving effective decision-making. Emphasize your strategies for ensuring data integrity, such as regular audits and collaboration with IT and data teams.

Your answer should include specific metrics you have used to evaluate financial performance, along with how you track progress against goals and make necessary adjustments based on performance data.

Provide a concrete example of a change initiative you led, the challenges faced, how you engaged stakeholders, and the positive outcome. Make it clear how your leadership contributed to the success of the change.

Reflect on aspects such as balancing strategic initiatives with operational responsibilities, managing stakeholder expectations, or adapting to rapidly changing financial environments. Share how you proactively address these challenges.