CNA Search’s Post

We are looking to add talent to the PSI Advisory Products & Platforms team. If you or someone you know is passionate about Financial Planning please check out Anthony's post for more information and the link to apply. #remotework #planning #financialplanning #talent #changemanagement #financialplanner #financialadvice #processimprovement #projectmanagement #CFP #ChFC #PFS #CDFA #CLU #hiring #businessmanagement #planningfirstculture

Right now at Barden, a number of our key clients are looking to hire FP&A professionals. For some of these clients, direct experience isn’t a strict requirement; instead, they're looking for financial professionals with the right mindset, natural financial acumen and an appetite for working on the strategic priorities of a company. If you possess some of these qualities and are curious about a career in FP&A, please get in touch - Simon Cogan, Denis Galvin, or Caroline Frawley ACA. 𝐊𝐞𝐲 𝐐𝐮𝐚𝐥𝐢𝐭𝐢𝐞𝐬 𝐟𝐨𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐢𝐧 𝐅𝐏&𝐀 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐚𝐥 𝐏𝐫𝐨𝐰𝐞𝐬𝐬: Strong analytical skills are crucial for interpreting financial data and providing actionable insights. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐓𝐡𝐢𝐧𝐤𝐢𝐧𝐠: It’s about thinking beyond the numbers and aligning financial strategies with business goals. 𝐀𝐝𝐚𝐩𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲: Thriving in fast-paced environments and quickly adapting to changing business needs is a must. 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭:  Being deeply engaged with your work and stakeholders, showing a genuine interest in the company’s financial health and success. 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐌𝐢𝐧𝐝𝐬𝐞𝐭: Bringing fresh ideas and innovative approaches to financial planning and analysis, constantly seeking ways to improve processes and outcomes. #Finance #FP&A #CareerGrowth #FinancialAnalysis #BusinessStrategy Jonathan Olden Aideen Murphy Marissa Maher Siobhán Sexton ACA

Different organizations have varying roles for FP&A Professionals. The job description for FP&A also differs across organizations and seniority. Here are the most common FP&A Roles and Job Descriptions 📌 FP&A Roles ✅ Regional Team ✅ Country Team ✅ Revenue Team ✅ Expense Team ✅ Consolidation Team ✅ Specialized Roles ✅ Finance Business Partner ✅ Center of Excellence ✅ Mid Size Organisations (Full P&L) 📌FP&A Roles (as per Seniority) ✅ FP&A Analyst/ Senior Analyst ✅ FP&A Assistant Manager / Manager / Senior Manager ✅ FP&A AVP/ Director/ VP / SVP Share your thoughts in the comments below 👇

Different organizations have varying roles for FP&A Professionals. The job description for FP&A also differs across organizations and seniority. Here are the most common FP&A Roles and Job Descriptions 📌 FP&A Roles ✅ Regional Team ✅ Country Team ✅ Revenue Team ✅ Expense Team ✅ Consolidation Team ✅ Specialized Roles ✅ Finance Business Partner ✅ Center of Excellence ✅ Mid Size Organisations (Full P&L) 📌FP&A Roles (as per Seniority) ✅ FP&A Analyst/ Senior Analyst ✅ FP&A Assistant Manager / Manager / Senior Manager ✅ FP&A AVP/ Director/ VP / SVP Share your thoughts in the comments below 👇

Financial Planning & Analysis (FP&A) professionals play a crucial role in organizations, helping guide financial planning and business strategy through data analysis and financial forecasting. The roles and responsibilities of FP&A professionals can vary significantly based on the size and structure of the organization, as well as the level of seniority. Below is a breakdown of common FP&A roles across different teams and levels of seniority, along with typical job descriptions for each. FP&A Roles by Team 1. Regional Team • Description: Focuses on financial planning and analysis for a specific region. Responsibilities include analyzing regional financial results, forecasting future performance, and supporting regional management with data-driven insights. 2. Country Team • Description: Similar to the regional team but focused on a specific country. This role involves close interaction with local operations to understand and influence financial outcomes. 3. Revenue Team • Description: Specializes in revenue forecasting and analysis. Tasks include analyzing revenue streams, assessing market trends, and supporting sales strategies with financial insights. 4. Expense Team • Description: Concentrates on managing and analyzing company expenses. Responsibilities include budgeting, forecasting expenses, and identifying opportunities for cost reduction. 5. Consolidation Team • Description: Works on consolidating financial data from various departments or segments of the business. This role is crucial for accurate reporting and analysis at the organizational level. 6. Specialized Roles • Description: Includes niche roles such as tax planning, treasury, risk management, etc., depending on the organization’s needs. 7. Finance Business Partner • Description: Acts as a bridge between finance and other departments, ensuring that financial analysis and planning support broader business objectives. 8. Center of Excellence • Description: Focuses on streamlining and improving financial processes and methodologies across the organization to enhance overall financial performance. 9. Mid-Size Organizations (Full P&L) • Description: In smaller or mid-sized organizations, FP&A professionals may oversee the full profit and loss responsibilities, requiring a broad understanding of all financial aspects of the business. FP&A Roles by Seniority 1. FP&A Analyst / Senior Analyst • Description: Responsible for collecting, analyzing, and reporting financial data. Tasks include variance analysis, assisting in the budgeting process, and providing analytical support to senior FP&A staff. 2. FP&A Assistant Manager / Manager / Senior Manager • Description: Oversees a team of analysts and is responsible for larger or more complex financial planning and strategic projects. This role involves significant interaction with senior management to inform and influence decision-making.

A few reasons improving your FP&A skills pays off big: Strength in financial modeling, analytics, and reporting makes you an attractive candidate for more senior FP&A roles. As you get better at what you do, you'll be trusted with more interesting projects that have greater business impact. Working on different projects exposes you to various areas of the business, building a well-rounded experience. But the biggest reasons are: 1. You gain more value for your company. Lots of it. 2. See, when you refine your technical abilities and industry insights, you progress from just processing data to using analysis to guide strategic decision-making. 3. And companies need FP&A professionals who can do that. Build up the business acumen and storytelling skills to influence key stakeholders. When you provide value beyond just reporting numbers, both you and your company succeed together in the long run. It's a win-win. So keep challenging yourself with new skills and never stop learning. As your abilities grow, so will your revenue. As long as you make the investment in yourself, what are you afraid of? Short-term comfort or long-term opportunities? 🦒

Different organizations have varying roles for FP&A Professionals. The job description for FP&A also differs across organizations and seniority. Here are the most common FP&A Roles and Job Descriptions 📌 FP&A Roles ✅ Regional Team ✅ Country Team ✅ Revenue Team ✅ Expense Team ✅ Consolidation Team ✅ Specialized Roles ✅ Finance Business Partner ✅ Center of Excellence ✅ Mid Size Organisations (Full P&L) 📌FP&A Roles (as per Seniority) ✅ FP&A Analyst/ Senior Analyst ✅ FP&A Assistant Manager / Manager / Senior Manager ✅ FP&A AVP/ Director/ VP / SVP Share your thoughts in the comments below 👇

Do you intend to work in financial planning and analysis (FP&A) someday? If so, you ought to be familiar with some of the most prevalent FP&A designations on the market. In this document, we will discuss and provide a brief explanation associated with each of them. 📌 FP&A Associate 📌 FP&A Analyst / FP&A Sr Analyst / FP&A Assistant Manager 📌 FP&A Manager / FP&A Senior Manager 📌 FP&A Director / Vice President, FP&A 📌 FP&A Consultant: 📌 FP&A Specialist / Subject-Matter Expert (SME) 📌 Finance Business Partner Did we miss any? Please share in the comments below 👇👇

Do you intend to work in financial planning and analysis (FP&A) someday? If so, you ought to be familiar with some of the most prevalent FP&A designations on the market. In this document, we will discuss and provide a brief explanation associated with each of them. 📌 FP&A Associate 📌 FP&A Analyst / FP&A Sr Analyst / FP&A Assistant Manager 📌 FP&A Manager / FP&A Senior Manager 📌 FP&A Director / Vice President, FP&A 📌 FP&A Consultant: 📌 FP&A Specialist / Subject-Matter Expert (SME) 📌 Finance Business Partner Did we miss any? Please share in the comments below 👇👇

Do you intend to work in financial planning and analysis (FP&A) someday? If so, you ought to be familiar with some of the most prevalent FP&A designations on the market. In this document, we will discuss and provide a brief explanation associated with each of them. 📌 FP&A Associate 📌 FP&A Analyst / FP&A Sr Analyst / FP&A Assistant Manager 📌 FP&A Manager / FP&A Senior Manager 📌 FP&A Director / Vice President, FP&A 📌 FP&A Consultant: 📌 FP&A Specialist / Subject-Matter Expert (SME) 📌 Finance Business Partner Did we miss any? Please share in the comments below 👇👇