Lead Analyst, FP&A

Alexandria, VA

Posted: 07/13/2018 Employment Type: Direct Hire Job Number: 51
The FP&A Lead Analyst, IP&S role is a newly created role on our client' s Finance team. The position will provide FP&A support including financial planning, management reporting, and decision support analysis for the IP and Standards (IP&S) business unit and primary business partner for the Techstreet business within IP&S. The IP business serves patent and legal professionals within research and development-intensive businesses with patent content, analytics and professional services across the development and commercialization phases of the IP lifecycle; Standards (Techstreet) serves a broad range of technical professionals, with industry codes and standards, to assist with quality and compliance processes through the commercialization phase of the IP lifecycle.

The role will be based within client' s IP&S business unit headquarters in Alexandria, VA.

THE POSITION WILL HAVE RESPONSIBILITY FOR:
  • Managing the financial planning processes (annual budget, quarterly forecast) for the Techstreet business including partnering with business partners in various functional areas to develop and communicate the budget and forecast for the business
  • Preparation and discussion of management reporting for the IP&S business as a whole, including the development of and participation in IP&S’ Quarterly Business Reviews with CEO and CFO
  • Partnering with and providing financial advice and guidance to IP&S President and members of the IP&S leadership team
  • Identifying and implementing process improvements
  • Develop and maintain subscription Net Sales, ACV, revenue reporting and KPI/metrics.
  • Support IP&S FP&A Director in conducting ad hoc financial and decision support analysis
  • The position requires strong financial acumen with a demonstrated ability to provide insights and guidance.
  • Partner with business partners and functional FP&A teams across IP&S and Clarivate to develop the annual business plan and monthly forecast; ensure collaboration and coordination with key stakeholders
  • Anticipate opportunities and risks in the forecasts and effectively communicate them
  • Analyze financial and business performance against business metrics and document pertinent highlights that enable management to determine progress against strategic/business plans
  • Monitor and analyze results against budget and provide insightful and actionable variance explanations for the business P&L (revenue and expense).
  • Support and partner with teams in planning, measuring, reporting and improving performance of operations and reducing cost where necessary
  • Lead and participate in cross functional teams and projects
  • Coordinate the preparation of all financial forecasts and budgets
  • Prepare, analyze and present financial results, as necessary
  • Prepare financial reports and revise reports to be more useful and efficient
Candidate Qualifications
  • Undergraduate degree in Finance or Accounting; MBA preferred
  • 5+ years of experience in financial roles with experience supporting subscription-based and/or e-commerce organizations preferred
  • Strong skills in Excel, analytic tools, and financial systems
  • Excellent written, oral, analytical and technical skills
  • Highly motivated with the ability to work on a team as well as independently and drive results
The FP&A Lead Analyst, IP&S role is a newly created role on our client' s Finance team. The position will provide FP&A support including financial planning, management reporting, and decision support analysis for the IP and Standards (IP&S) business unit and primary business partner for the Techstreet business within IP&S. The IP business serves patent and legal professionals within research and development-intensive businesses with patent content, analytics and professional services across the development and commercialization phases of the IP lifecycle; Standards (Techstreet) serves a broad range of technical professionals, with industry codes and standards, to assist with quality and compliance processes through the commercialization phase of the IP lifecycle.

The role will be based within client' s IP&S business unit headquarters in Alexandria, VA.

THE POSITION WILL HAVE RESPONSIBILITY FOR:
  • Managing the financial planning processes (annual budget, quarterly forecast) for the Techstreet business including partnering with business partners in various functional areas to develop and communicate the budget and forecast for the business
  • Preparation and discussion of management reporting for the IP&S business as a whole, including the development of and participation in IP&S’ Quarterly Business Reviews with CEO and CFO
  • Partnering with and providing financial advice and guidance to IP&S President and members of the IP&S leadership team
  • Identifying and implementing process improvements
  • Develop and maintain subscription Net Sales, ACV, revenue reporting and KPI/metrics.
  • Support IP&S FP&A Director in conducting ad hoc financial and decision support analysis
  • The position requires strong financial acumen with a demonstrated ability to provide insights and guidance.
  • Partner with business partners and functional FP&A teams across IP&S and Clarivate to develop the annual business plan and monthly forecast; ensure collaboration and coordination with key stakeholders
  • Anticipate opportunities and risks in the forecasts and effectively communicate them
  • Analyze financial and business performance against business metrics and document pertinent highlights that enable management to determine progress against strategic/business plans
  • Monitor and analyze results against budget and provide insightful and actionable variance explanations for the business P&L (revenue and expense).
  • Support and partner with teams in planning, measuring, reporting and improving performance of operations and reducing cost where necessary
  • Lead and participate in cross functional teams and projects
  • Coordinate the preparation of all financial forecasts and budgets
  • Prepare, analyze and present financial results, as necessary
  • Prepare financial reports and revise reports to be more useful and efficient
Candidate Qualifications
  • Undergraduate degree in Finance or Accounting; MBA preferred
  • 5+ years of experience in financial roles with experience supporting subscription-based and/or e-commerce organizations preferred
  • Strong skills in Excel, analytic tools, and financial systems
  • Excellent written, oral, analytical and technical skills
  • Highly motivated with the ability to work on a team as well as independently and drive results
finance, FP&A

Spencer Knibbe
Managing Partner

Spencer is the Founder and Managing Partner of MBK Search, LLC - an executive search firm that specializes in the governance, risk, compliance, and cybersecurity market space. Prior to founding MBK, Spencer was Head of Operational Risk at Bridgewater Associates. Before moving to Bridgewater, Spencer was the Head of Risk for ICAP, Plc covering the Americas Region. He started his career in venture capital as an investment associate.

Spencer graduated from Harvard University in 2001 and resides in Ridgefield, CT with his wife and two sons.

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