Full-Time

FP&a Manager

Confirmed live in the last 24 hours

Chatham Financial

Chatham Financial

501-1,000 employees

Global financial risk management and advisory services

Fintech
Financial Services

Senior

West Chester, PA, USA

Onsite presence required.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
NetSuite
Financial analysis
Requirements
  • Minimum of 5 years of experience
  • Bachelor’s degree in Finance or Accounting
  • Proven experience in FP&A roles with a strong background in financial analysis, reporting, and budgeting.
  • Solid understanding of business trends and how they impact financial metrics.
  • Ability to interact effectively with senior leadership and present complex financial information in a clear and actionable manner.
  • Familiarity with NetSuite Planning and Budgeting is highly preferred.
  • Familiarity with ASC606 revenue recognition accounting principles and how it applies to recognizing revenue related to SaaS solutions
  • Excellence in Microsoft Office products, primarily in Excel, including various methods of data reporting and presentation.
  • Strong attention to detail with a focus on accuracy and thoroughness in financial reporting and analysis.
  • Basic understanding of accounting principles to identify and address potential concerns.
Responsibilities
  • Lead the establishment and implementation of the FP&A function within the organization.
  • Design and execute robust forecasting processes and budgeting models that reflect business trends and drive financial planning
  • Analyze business trends and their impact on actuals, budgets, and forecasts.
  • Work effectively with senior leaders and various departments to gather information and provide insights.
  • Create comprehensive financial reports from scratch, leveraging NetSuite Planning and Budgeting and assessing the best usage of internal reporting tools
  • Develop and monitor KPIs to assess financial performance and align with strategic goals.
  • Help to ensure accuracy in financial results by understanding accounting basics and identifying potential revenue discrepancies or accounting anomalies.
  • Utilize NetSuite Planning and Budgeting to manage and optimize financial planning processes.

Chatham Financial specializes in financial risk management by providing advisory and technology solutions to help organizations navigate financial risks. Their services are designed for a wide range of clients, including financial institutions, corporations, and real estate firms across various global markets. Chatham Financial's approach involves creating customized financial strategies and insights, utilizing advanced technology platforms to enhance their service delivery. Unlike many competitors, Chatham Financial focuses on building long-term partnerships with over 3,000 firms worldwide, ensuring that clients receive tailored strategies that address the complexities of capital markets. The company's goal is to empower clients to effectively manage their financial risks and make informed decisions.

Company Stage

N/A

Total Funding

N/A

Headquarters

Kennett Square, Pennsylvania

Founded

N/A

Growth & Insights
Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • The expansion into New York and the addition of experienced professionals like Michael Young and Sarah Johnson indicate strong growth and enhanced service capabilities.
  • Chatham Financial's leadership changes, including the appointment of Matt Henry as CEO, suggest a forward-looking strategy and potential for innovative growth.
  • The company's focus on upgrading its technology platforms, such as ChathamDirect, positions it well to meet evolving client needs and regulatory requirements.

What critics are saying

  • Frequent leadership changes could lead to strategic misalignments and operational disruptions.
  • The specialized focus on financial risk management may limit market opportunities compared to more diversified financial services firms.

What makes Chatham Financial unique

  • Chatham Financial's focus on financial risk management and capital markets solutions sets it apart from more generalized financial advisory firms.
  • The company's continuous investment in talent, as evidenced by multiple high-profile hires, strengthens its expertise and service offerings.
  • ChathamDirect's recent upgrades demonstrate a commitment to providing adaptable and comprehensive financial risk management tools for treasury teams.

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