Manager of Financial Performance Infrastructure & Transformation

**Job Summary & Objectives** The Financial Performance Infrastructure & Transformation Manager plays a critical role in supporting Firm leadership by overseeing financial reporting, planning processes, and the governance of core financial data. This individual will drive consistency, scalability, and continuous improvement across the function by identifying and leading initiatives focused on process simplification, automation, operational efficiency, and reporting enhancements. The Financial Performance Infrastructure & Transformation Manager will be responsible for developing and managing reporting calendars, prioritizing deliverables, and ensuring alignment between reporting activities and evolving business needs. In addition to delivering high-quality financial insights, this role will establish and maintain documentation standards, standardize key processes, and build a center of excellence for financial reporting and analytics across the Firm. The Financial Performance Infrastructure & Transformation Manager will also partner closely with Senior Management to support the development and execution of financial strategies that advance the Firm’s broader business objectives while fostering a culture of continuous improvement and data-driven decision-making. **Essential Job Duties & Responsibilities** ### **Performance Reporting & Executive Deliverables** - Oversee production of recurring executive reporting, including: - Monthly finance packages - Client and practice reports - Quarterly profitability and actual vs. projection analyses - Ensure accuracy, consistency, and timeliness of all reporting outputs ### ### **Financial Planning & Business Review Processes** - Lead the annual business planning, budgeting and business review production process - Create and deliver timely and insightful financial reports that support strategic decision-making - Support quarterly forecasting production process - Partner with firm leadership to deliver strategic insights and recommendations - Build and maintain financial models to support planning and growth initiatives ### ### **Core Financial Data Ownership** - Oversee key monthly financial processes, including: - Profitability processes - Cost rate development and maintenance - FX entries and inventory roll forwards - Ensure data integrity across systems and reporting outputs ### **Enterprise Systems & Business Solutions** - ### Serve as the primary business owner of the Firm's enterprise planning system, overseeing implementation, enhancement, governance, and ongoing support to ensure effective utilization and alignment with Firm strategy. - Partner with stakeholders to identify opportunities for system improvements, translate business requirements into scalable solutions, and manage enhancement roadmaps and priorities. - Oversee user acceptance testing, system upgrades, and change management activities to ensure successful deployment and adoption. - Monitor system performance, data quality, and user adoption, identifying opportunities for automation, efficiency gains, and enhanced functionality. ### **Documentation & Center of Excellence** - Develop and maintain comprehensive documentationfor: - Reporting processes - Data definitions and methodologies - Financial models and tools - Establish and evolve a center of excellence (CoE)for FP&A: - Define best practices and governance standards - Create user guides, and standardized outputs - Promote consistency and knowledge sharing across teams - Serve as a key resource for training and onboarding related to reporting and analytics tools - Ensure compliance with the Firm’s procedures, policies and guidelines. **Education** Required - Bachelor’s degree required Preferred - Degree in Finance or Accounting or related preferred **Skills and Experience** Required - Minimum of 5 years of Financial Planning & Analysis - Minimum of 2 years of management experience required - Strong organizational skills with the ability to manage multiple prioriti…