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Consulting Offering Portfolio Finance Business Partner - M&A and Restructuring Manager (65591)


Accounting Budget and Finance



Phoenix, Arizona, United States

Consulting Offering Portfolio Finance Business Partner - M&A and Restructuring (M)

Work you'll do

An Offering Portfolio Finance Business Partner will have a key role in supporting the Finance Business Partner Lead and Offering Portfolio leadership through monitoring of period performance, execution of financial and operations routines, development of forecasts and plans, and ad hoc support of the Offering Portfolio and Offerings. Support will include a focus on both staffed and engagement (managed) views of financials and analyzing profitability drivers and trends.

The Consulting Finance organization provides specialized finance-related services in support of the business leaders of the firm. This specific role focuses on the M&A and Restructuring OP. The OP FBP will ensure effective P&L management while providing transparency of expected performance during the forecasting as well as planning processes. He/she will provide actionable insights and recommendations to business leaders based on thorough understanding of financial and operational results. This role will also engage with the Offering leaders within M&A to help provide analysis and support of market offering and offering performance through both a staffed and engagement (managed) lens. Additional focus is on supporting the businesses on executing their strategic operational objectives and undertaking ad hoc analyses and special projects.

Key Responsibilities include:

Leadership Support

  • Serve as connection point between Consulting leaders, Chief Operating Officers, Chiefs of Staff, Talent, and Finance to drive improved operational results and efficiency
  • Provide meaningful, actionable insights, advice, and recommendations on historic and the future financial performance to the Business' leadership
  • Support the business in protecting, growing and optimizing the assets of the Firm
  • Support initiatives to help the business in achieving its strategic objectives
  • Monitoring of Period Performance and Execution of Financial/Ops Routines (flash, perf comms)
  • Explain, present and analyze the financial performance of the business. Financial views include:
    • Staffed view of financials with attention to Revenue, revenue metrics (RPH, util, FTE), Direct Margin, P&A and other expenses
    • Engagement (managed) views of financials leveraging Market Offering data
  • Focus on transforming information into insights and actionable decisions
  • Collaborate with the Finance Lead, COO, and CoS to prepare analyses related to sales, pipeline, revenue, profitability, operational performance and other KPIs
  • Understand firm systems and data to assess implications of operational changes on reporting
  • Innovate next generation of leadership decision-making support tools and routines
  • Continuously improve Consulting Finance and FP&A's organizational efficiency and effectiveness by leading internal change initiatives

Development of Forecasts/Plans
  • Support an efficient and effective forecasting process that produces accurate, achievable forecasts that align with business's strategic objectives
  • Coordinate and consolidate inputs from others to best inform the OP forecast
  • Participate in strategy development and planning, facilitate the annual and long-term financial planning processes and develop metrics to monitor the performance against strategic objectives
  • Serve as the key lead for macro planning for the OP and coordinate with the team to define and execute micro planning
  • Identify and prioritize business challenges, risks and opportunities to recommend action plans

Teaming, Coaching, & Ad Hoc Analysis
  • Partner with peers within and across the other Offering Portfolios to share ideas and collaborate on ways to improve finance routines and processes
  • Provide regular and actionable mentoring, feedback and professional development opportunities for the supporting USI FBPs
  • Conduct other financial analysis and reporting as needed

  • Bachelor's degree in Finance or related subject
  • CPA or MBA preferred

Experience Requirements
  • Minimum of 5+ years of relevant finance experience, preferably in a professional services firm
  • Demonstrated accomplishments in the following areas:
    • Financial Reporting and Analysis
    • Quality deliverable development
    • Communication skills with all levels (from leadership to staff)
    • Working in virtual teams and coordinating across other groups and COEs
    • Problem solving skills
    • Quality and risk management
    • Change management
    • Business process improvement
    • Formulating and delivering action plans for high profile strategic initiatives
    • Developing innovative solutions to business issues

Capability and Skillset Requirements
  • Accountability for Results: Holds self and others accountable for ensuring that results are achieved; Seizes opportunities to produce results without direct supervision; Takes action on items beyond formal job responsibility; Sets high expectations for self and others
  • Leadership: Manages teams and possesses strong leadership capabilities, strong executive presence and organized and able to drive the productivity of others
  • Communications: Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create as well as deliver effective presentations
  • Creating Quality Deliverable: Establishes deliverable structure and content; Reviews deliverables of self and others team to ensure that they meet client expectations; Implements and enforces high standards for quality deliverables
  • Developing thought leadership / innovative ideas: Generates innovative ideas that are sound and progressive; Challenges the status quo; Fosters creativity throughout area of responsibility
  • Problem Solving: Ability to work in a dynamic environment that requires critical thinking and strong analytical skills
  • Providing Exceptional Client Service: Manages self and others to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
  • Prioritization: Able to manage multiple projects or initiatives concurrently, in a productive manner
  • Motivating Others: Exhibits enthusiasm, positive professional attitude, integrity, reliability, and leadership
  • Building Rapport: Leads by example; actively listens; Respects the opinions and perspectives of others; Demonstrates strong personal commitment to others; clearly states thoughts, ideas, and expectations
  • Decision-making: Decision making skills, and ability to challenge, negotiate, and influence
  • Accounting: Understanding GAAP and firm accounting policies and procedure

Technology or Other Requirements
  • Strong understanding of SAP, BPC, HANA, and other financial applications
  • Expert in Excel, advanced in PowerPoint and Word
  • Understanding of Tableau capabilities for data visualization
  • All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required. Ability to travel up to 25%. While 25% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.