firstPRO, Inc ยท 5 days ago
Lead Finance Business Partner (Director Level)
firstPRO, Inc is a prestigious Philadelphia area-based firm seeking an experienced finance leader to serve as the primary liaison for enterprise-wide financial planning and analysis (FP&A). The role involves strategic leadership and hands-on execution, focusing on executive communication and the synthesis of complex financial information.
Responsibilities
Lead creation of materials for executive teams, QBR decks, Board meetings, and ad-hoc requests
Shape narrative and storytelling for executive presentations, ensuring alignment with business unit P&R (Planning & Reporting) teams
Ensure accuracy, clarity, and consistency in financial modeling and reporting
Provide strategic counterpoints and recommendations to improve team outputs
Act as the primary point of contact for corporate P&L and business unit P&R teams
Provide guidance on forecasting, capital deployment, and capital generation
Oversee the execution of a cyclical calendar of deliverables, anticipating impacts across teams
Implement strategies to optimize team processes and enhance communication
Engage in ad-hoc initiatives as required, bringing analytical rigor and strategic insight
Qualification
Required
Minimum of 6 years in finance
At least 2 years in financial services
Undergraduate degree required (Economics or Finance preferred)
Graduate degree preferred
CPA, CFM, CMA, or equivalent is a plus
Strong consulting background
Executive-level communication
Financial modeling expertise
Process improvement
Cross-functional collaboration