Financial Consulting Manager - Strategic Finance and FP&A

RSM USI is adding skilled Financial Strategists to enhance its Finance Strategy and FP&A Team. As a member of this team, you will work on projects that assist the Financial Planning and Analysis (FP&A) team in developing and managing the client's financial planning processes, including budgeting, forecasting, cost optimization, financing, and variance analysis. The ideal candidate should possess strong technical expertise in Power BI, Power BI Service, and Alteryx, and should excel at gathering business requirements and translating them into effective data transformation and visualization solutions. Additionally, candidate is expected to lead and mentor a small team, fostering continuous improvement in methodologies and best practices within the dynamic and evolving field of Strategic Finance and FP&A.

EXPERIENCE

Education:

• Masters degree or equivalent in Finance, Business, Data Science, Business Analytics, Statistics, Economics, such as MBA / PGDBM / CFA / CA
• Financial Modelling Manager with 8-10 years of experience in leading a team of at least 4-5 people in financial modeling, data transformation & visualization projects.

Key Responsibilities:

• Lead Financial / business planning, Pricing, feasibility studies, cost modelling and working capital analysis projects
• Gather client requirements and be able to create data pipelines, and workflows in Alteryx to support customized reporting needs
• Design, develop and deploy dashboards using Power BI Desktop and Service using advanced DAX formulas and be able to troubleshoot any performance issues
• Identify opportunities for data process improvements and automation.

TECHNICAL/SOFT SKILLS

• Financial Modelling
• Strong accounting and financing background
• Power BI Desktop and Service (including advanced usage of DAX)
• Alteryx Designer Usage of macros, creating apps, building end to end workflows
• Experience with SQL is preferred but not required
• Knowledge of Advanced MS. Excel, Power query and Macros
• Willingness to learn new technologies on the job