FP&A Manager

Job Description

Financial Planning & Analysis Manager | Lincoln International

The Tone:
This is a full-time role at Lincoln International, located in Chicago, IL. Lincoln International is a trusted investment banking advisor to business owners and senior executives, comprised of more than 1,400 professionals globally. This FP&A Manager role is pivotal in serving as a strategic finance partner to executive leadership, business unit leaders, and corporate functions across the firm. The role directly supports Lincoln’s growth objectives and public company responsibilities, especially following its recent IPO and acquisition of MarshBerry.

The TL;DR
• Role: Manager
• Type: Full-time
• Location: In-person, Chicago, IL
• Pay: $120000–$140000 yearly
• Team: Reports to Director of Finance & Strategy.
• Mission: This person owns the responsibility of helping leadership understand business performance, identify risks and opportunities, and improve decision-making through data-driven insights and advanced analytics.
• Tech Stack: Excel, PowerPoint, Adaptive, Anaplan, Workday, Hyperion, Power BI, Tableau

What You’ll Actually Do
• Lead financial planning: Lead the development, maintenance, and enhancement of financial models supporting the firm’s strategic and operational objectives.
• Manage budgeting and forecasting: Manage the annual budgeting process and quarterly forecasting cycles across global business units, geographies, and corporate functions.
• Support leadership reporting: Consolidate global financial plans and prepare executive reporting materials for senior leadership, the Board of Directors, and quarterly earnings.
• Analyze performance: Analyze financial results, identify key trends, risks, and opportunities, quantify potential impacts, and provide actionable recommendations to management.
• Drive efficiency and partnership: Collaborate with various functional teams to ensure alignment of financial planning assumptions and identify opportunities for operational efficiency improvements through automation and analytics.

The Must-Haves
• Background: Bachelor’s degree in finance, accounting, economics, or a related field; Manager-level experience in FP&A, corporate finance, investment banking, consulting, or a related financial discipline.
• Experience: 5-7+ years of experience, including demonstrated leadership in budgeting, forecasting, financial modeling, and management reporting processes.
• Skills: Advanced financial modeling and analytical skills, advanced proficiency in Excel and PowerPoint, and the ability to lead through organizational change and influence stakeholders effectively.
• Bonus: Prior experience within financial services, investment banking, asset management, or professional services industries; prior experience in a publicly traded company; CPA, CFA, MBA, or other relevant professional designations; experience with planning and reporting systems (e.g., Adaptive, Anaplan, Workday, Hyperion, Power BI, Tableau); and demonstrated interest in leveraging artificial intelligence, automation, and data analytics.