FP&A - Management Reporting & Budgeting / Forecasting Lead

Responsibilities

• Financial Modeling & Performance Analysis
• Design, develop, and maintain robust, driver-based financial models assessing revenue, margin, utilization, and headcount performance.
• Analyze business performance to identify trends, risks, and opportunities, and translate findings into actionable insights.
• Perform scenario and sensitivity analysis to evaluate key business drivers and support strategic decision-making.
• Ensure models are transparent, scalable, and aligned with financial statements and core KPIs.
• Management Reporting & Continuous Improvement
• Lead the monthly management reporting process, including consolidation, variance analysis, and executive-level commentary.
• Continuously refine reporting outputs, KPIs, and frameworks to align with evolving business dynamics.
• Drive enhancements in reporting quality through automation and improved data structures.
• Ensure consistency, accuracy, and clarity across all reporting outputs.
• Budgeting & Forecasting
• Support and help lead the annual budget and periodic forecasting processes, including timelines, assumptions, and stakeholder coordination.
• Partner with business and finance leaders to develop credible, well-supported forecasts.
• Maintain governance over planning processes, including reconciliation, documentation, and version control.
• Business Partnership & Collaboration
• Build strong, collaborative relationships across Accounting, People Office (HR), and business leadership.
• Demonstrate a proactive partnership mindset, openly giving and receiving feedback to enhance outcomes.
• Exhibit strong project management discipline to ensure timely, accurate delivery of key outputs.
• Act as a trusted advisor, aligning financial insights with business strategy and operations.
• Executive Communication & Stakeholder Engagement
• Confidently present financial results, forecasts, and business insights to senior leadership.
• Communicate complex financial concepts clearly and concisely to non-finance stakeholders.
• Support structured business reviews highlighting risks, opportunities, and recommended actions.
• Systems & SME Capabilities
• Serve as an FP&A subject matter expert in Workday Financials/ERP, including reporting capabilities and data structures.
• Demonstrate strong working knowledge of Workday PSA and its interaction with financial data (preferred).
• Support and leverage Workday Adaptive Planning for forecasting, modeling, and reporting.
• Utilize advanced Excel along with OfficeConnect and Power BI to enhance reporting and analytics.
• Continuously seek to improve system utilization, automation, and scalability of FP&A processes.

Requirements

• Education: Bachelors degree or higher in related field.
• 8-12+ years of FP&A or related experience, including professional services or consulting exposure.
• Demonstrated experience with Workday Financials; Adaptive Planning experience highly preferred.
• Strong financial modeling and analytical capabilities.
• Solid understanding of accounting principles and financial reporting.
• Excellent communication and stakeholder management skills.
• Ability to

Additional Information

Ankura is a team of excellence founded on innovation and growth. Ankura Corporate Overview: The goal of Ankura Business Services (ABS) is to provide support and assistance to Ankura's client facing business groups. All of Ankura's ABS groups work together to achieve a common goal, which is to create innovative solutions for our clients. ABS includes Finance, Legal, IT Services, Marketing and Communications, Real Estate, Conflict Check, Operations & Workplace Services, and the People Office. Collaborative lateral thinking, hard-earned experience, expertise, and multidisciplinary capabilities drive results. Together, Ankura's ABS groups work in harmony to Protect, Create, and Recover Value for our clients. Role Overview: We are seeking a high-performing FP&A professional to serve as a key contributor in the consolidation, enhancement, and delivery of management reporting and enterprise budgeting and forecasting processes. This role operates as a senior individual contributor with significant visibility across the Finance organization and regular interaction with senior leadership. The individual will be expected to develop deep subject matter expertise (SME) across financial planning, reporting, and systems - particularly Workday Financials and Workday Adaptive Planning-and act as a trusted advisor to business stakeholders. This role combines strong financial acumen, systems capability, and business partnership to deliver insights that improve decision-making and business outcomes. The ideal candidate is an independent thinker with a continuous improvement mindset, strong analytical capabilities, and the ability to translate complex financial information into clear, actionable insights. This role is ideally located in the New York City Metro area, but other locations may be considered. This role will be filled at the Director level within Ankura's structure.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ankura? Share your experience