The Senior FP&A Specialist acts as a primary client contact, leads solution design discussions, provides strategic recommendations, and helps ensure projects are delivered on time, within scope, and aligned to client needs. This role is responsible for managing client engagements from initial scoping through implementation, launch, and post-go-live support.
Success Factors
Responsibilities
Lead discovery with clients to assess business objectives, operational challenges, and reporting requirements, and recommend the FP&A modules and solution components best aligned to their needs.
Integrate FP&A solution and its modules into the client's current financial platforms
Provide ongoing support after integration (training, prototype sessions)
Develop and facilitate customized learning to meet the client's needs prior to launch
Collaborate with the client to build models based on their needs
Develop and lead implementation strategies, governance structures, and project plans, including facilitation of weekly status meetings, executive updates, and issue-resolution discussions as needed.
Manage project scope, tasks, deadlines, budgets and work with project team through implementation
Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights
Maintain strict confidentiality of client, employee, and firm information while upholding professional standards, data security expectations, and firm policies.
People Management/Relationships
Takes initiative to be a team player (seeks out opportunities to help others)
Treats everyone with respect
Develops loyalty and trust with team
Successfully adapts to different personalities and working styles
Proactively and effectively communicates information regarding status issues to team members
Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions
Business Growth (if applicable)
Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success
Required Skills
Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
Ability to work independently and under pressure, meet deadlines and work on multiple projects simultaneously
Strong project and time management skills
Collaboration with geographically disbursed teams
Problem solving, conceptual and analytical skills; ability to shift focus and adapt to change
Education, Experience and Certifications
Bachelor’s degree or commensurate experience
Background in accounting and/or financial planning & analysis (FP&A) and experience in budgeting, forecasting and financial reporting/consolidation preferred
Minimum of five years’ experience in an RKLe approved FP&A solution
Proficiency with Microsoft Office Suite
Advanced knowledge in Microsoft Excel and SQL (or equivalent databases)
Excellent organizational skills and ability to thrive and adapt in a fast paced environment
Excellent attention to detail with the ability to manage multiple projects
Essential Functions
Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external customers as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be required
This job description is subject to change at any time and employee will be given additional responsibilities as assigned.
Salary Range:
$100,000 - $120,000