Manager of Financial Planning and Analysis (FP&A)

Schellman is a leading provider of attestation and compliance services. Our professional services focus on security and privacy audits, assessments, and certifications. Schellman has become one of the largest cybersecurity assessment firms in the United States without providing any traditional accounting services, such as financial statement audits or tax preparation services, as other CPA firms. We are an accredited multi-framework ISO Certification Body for security, privacy, business continuity, and quality; a globally licensed PCI Qualified Security Assessor and a top provider to clients serving the federal DoD space as a leading FedRAMP 3PAO and the first assessment firm authorized as a CMMC C3PAO



JOB SUMMARY


The Manager of Financial Planning and Analysis is responsible for financial reporting, budgeting, forecasting, variance analysis, and financial decision support & analysis. This position provides financial


oversight and support to all departments across the Company. Incumbents manage and can personally execute project tasks. This position reports to the Head of FP&A



Essential Functions:

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  Management of two financial analysts. Ability to lead, coach and develop individuals and ensure accuracy of deliverables and timeliness of completion
  


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  Develops and updates the annual budget and long-term plans. Updates forecasts throughout the year, including monthly maintenance of the financial model
  


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  Prepare forecast schedules, board decks, and other supporting content for management and executive board presentations
  


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  Ability to build ad hoc financial models ensuring accuracy and maintaining expectations and standards of data integrity
  


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  Manages the creation of budget to actual MD&A style reports and analyzes variances. Facilitates monthly updates with department heads and Principals to review actual versus budgeted results, project margin variances and recommend action plans. Investigates variances in the budgets and reports findings and recommendations to management
  


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  Maintains and analyzes a suite of Company metrics monthly, quarterly, and annually to identify trends, developments and key drivers of the business and presents these results to management. Ensures adequacy of metrics relative to industry peers
  


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  Assists with review of capital and other projects. Perform what-if analysis on various business scenarios
  


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  Supports the implementation and deployment of financial forecasting systems used by the Company
  


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  Assist in the continuous improvement of processes, tools, and operating procedures. Identify opportunities to automate processes and derive improved efficiencies to better the overall team
  

Knowledge, Skills, and Abilities:

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  Excellent verbal, written and board-level presentation skills; communication of business plans, strategies, financial results and action plans
  


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  Expert proficiency with MS Excel
  


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  Experienced knowledge of GAAP accounting standards
  


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  Extreme high attention to detail
  


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  Ability to thrive in a fast paced environment
  


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  Change management oriented – ability to anticipate and adapt well to change
  


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  Exhibits ability to take ownership of work and processes
  


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  Judgment to plan, prioritize and accomplish goals. Ability to think ahead and be proactive. Able to manage multiple concurrent projects
  


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  Maintains extreme confidentiality, both internally and externally, of all matters
  


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  Meets commitments, works independently, accepts accountability, handles change, sets personal standards and stays focused under pressure
  


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  Communicates well both verbally and in writing, creates accurate and punctual reports, delivers presentations, shares information and ideas with others, has good listening skills
  


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  Tackles problems and takes independent action, seeks out new responsibilities, acts on opportunities, generates new ideas, practices self-development
  


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  Deals with others in a straightforward and honest manner, is accountable for actions, supports Company values, and conveys good news and bad
  


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  Meets all team deadlines and responsibilities, listens to others and values options, helps meet goals and promotes a team atmosphere
  


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  Ability to adapt approach to the situation, work through conflicts, gain trust and persuasively influence outcomes
  


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  Organized with extreme attention to deadlines
  

Education, Work Experience and Certifications

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  Bachelor's degree in accounting, finance, business management, technology, or other relevant subject area, or equivalent years of experience directly related to the duties and responsibilities specified
  


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  6-8+ years combined finance and accounting experience, with significant experience in financial analysis and a strong knowledge of GAAP
  


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  Knowledge of Workday or Adaptive a plus but not required
  

Schellman is an equal opportunity employer (EOE) and strongly supports diversity in the workplace; therefore, providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. Schellman uses E-Verify in our hiring process



At Schellman, we strive to provide a flexible and balanced environment and therefore offer the opportunity to work remotely, unless otherwise stated in the job requirements. Connecting, collaborating and continuous education are also highly valued and therefore we require approximately 20% travel annually for our Operations roles, which can include in-person training, team meet-ups, and strategy meetings. Service Delivery team members will also be required to travel based on business and client needs.