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    Senior Financial Planning - Baltimore, United States - Brown Advisory

    Brown Advisory
    Brown Advisory Baltimore, United States

    2 days ago

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    Description


    Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.

    But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out.

    At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

    Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, New York, North Carolina, San Francisco, Singapore, Southern California, Virginia and Washington, D.C.

    The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm.

    Position Summary Brown Advisory is currently seeking a professional, analytical and detail-oriented individual within our Baltimore or Washington D.C office locations with primary responsibility to become the firm's subject matter expert on revenue forecasting & reporting.

    This position is designed to allow for rewarding career growth and opportunities for advancement within a global independent investment management and strategic advisory firm.

    The primary duties and responsibilities include but are not limited to :

    Operates as a client asset & firm revenue subject matter expert to provide insights to aid decision making, identification of risks & opportunities & analysis of performance drivers
    Create timely financial forecasting through the development of efficient & accurate financial modeling
    Provide financial and strategic support, including preparing board presentations, financial presentations, and other projects.
    Assists with preparation of monthly financial packages and variance analysis against budget and prior period.
    Partner with accounting for month-end revenue accruals, reporting & performance insights.
    Partners with finance leadership in business functional areas to develop reporting & insights
    Performs analysis to determine trends, estimates, and significant changes to business
    Continually assess and improve reporting processes to meet the needs of the operating segment.
    Become a subject matter expert on the functionality of the firm's financial planning tool suite & complementary applications
    Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
    Other ad hoc financial planning and analysis reporting, as necessary

    Qualifications:

    5+ years of corporate finance, with 3+ years in FP&A roles.
    Bachelor's degree required in Finance, Economics or related course of study.
    Ability to influence and interact effectively with all levels and areas of the organization.
    Ability to manage multiple tasks and adapt to a changing, fast-paced environment.
    Advanced financial modeling skills and experience required.

    Proven technical, quantitative and critical-thinking skills, high level of independent judgment, initiative and creativity to identify and clearly communicate key performance drivers to senior management.

    Excellent computer skills, particularly in navigating detailed system-generated source reports, downloading and manipulating data, PowerPoint, and Excel.
    Financial services experience preferred, but not required.
    Ability to work in an office location
    MBA preferred, but not required
    Benefits At Brown Advisory we offer a competitive compensation package, including full benefits.

    Medical
    Dental
    Vision
    Wellness program participation incentive
    Financial wellness program
    Gym membership discounts
    Fitness event fee reimbursement
    Corporate gym membership discounts
    Colleague Assistance Program
    Telemedicine Program (for those enrolled in Medical)
    Adoption Benefits
    Daycare late pick-up fee reimbursement
    Basic Life & Accidental Death & Dismemberment Insurance
    Voluntary Life & Accidental Death & Dismemberment Insurance
    Short Term Disability
    Paid parental leave
    Group Long Term Disability
    Pet Insurance
    401(k) (50% employer match up to IRS limit, 4 year vesting)
    Brown Advisory is an Equal Employment Opportunity Employer.
    #J-18808-Ljbffr
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