Financial Planning and Analysis

• Lead the development and delivery of services across asset management projects
• Spend significant time on project management, staffing, and quality assurance
• Be recognized as a subject matter expert in asset management, private credit, and private equity
• Interact with clients to determine needs and develop plans for operational improvement
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Act as a key leader in the Financial Services practice
• Manage client accounts, work plans, staffing, and budgets
• Foster client relationships and ensure high-quality service
• Manage teams by tracking performance and encouraging continuous improvement
• Resolve issues and project conflicts
• Develop and execute business development strategies
• Lead proposals, presentations, and contract negotiations
• Drive revenue growth through client opportunities and account planning
• Represent the firm at industry events and build referral relationships
• Develop methodologies and new service offerings
• Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation
• Participate in firm initiatives like recruiting, training, and knowledge sharing

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