Financial Analyst Industry Analysis

The Chief Financial Officer Group (CFOG) is responsible for the Firm’s global financial and controllership functions. Because all financial data for the Firm from all over the world flows into our team, we are in a unique position to spot trends and advise business leaders. In addition, our team members embody a deep commitment to providing brilliant service to our internal clients. We treat our business leaders and front-line professionals like valued clients who deserve first-rate, highly responsive service. We like go-getters who embody our values about first-rate work and continuous improvement.
Analyst – FP&A
The Analyst – FP&A is a core member of the FP&A team, responsible for developing the global annual budget and driving periodic forecasting cycles in partnership with business function leaders across the firm. Youll build a working understanding of Spencer Stuarts business model and the operations of the CFO Group, and use it to make your analysis sharper over time.
Serve as the primary finance point of contact for your business partners, including asking clarifying questions, challenging assumptions, and holding the line on approved plan figures.
Support consolidated reporting and executive-level materials, including board and leadership presentations.
3–5 years of progressive experience in FP&A, corporate finance, accounting, or audit. Working knowledge of an enterprise planning system (e.g., Adaptive Planning & Workday) and a BI/visualization tool (e.g., Power BI, Tableau). Exposure to Workday Financials is a strong plus.
Advanced Excel skills, including nested logic, lookup functions, and maintenance of large, linked financial models.
Strong written and verbal communication skills, with the ability to translate complex financial detail for non-finance audiences.
Bachelor’s degree in finance or accounting.
Serve as the main point of contact for Business Function teams within the Finance department, providing insights and analysis to support sound decision-making.
Build and maintain strong relationships with cross-functional teams, ensuring that financial insights are integrated into business strategies and operations.
Prepare and present accurate and timely financial reports and analyses to senior management, highlighting key trends and variances to inform business decisions.
Ensure the integrity and quality of financial data through meticulous attention to detail, conducting thorough reviews and validation of reports and process outputs.
Manage multiple priorities effectively, ensuring that deliverables are completed within established timelines while adhering to high standards of quality.
Liaise closely with the Controllership team to align financial reporting processes, ensure compliance, and contribute to the overall financial governance framework.
Leverage tools such as Workday, Adaptive Planning, and Office Connect to enhance financial analyses, streamline reporting processes, and improve data integrity.
Provide guidance and support to Business Function teams on financial best practices, tools, and systems to foster a culture of financial literacy across the organization.
Identify opportunities for process enhancements within the FP&A function, driving efficiency and effectiveness in reporting and analysis activities
Manager FP&A, Planning & Forecasting
Full Chief Financial Officer Group including FP&A and Controllership Teams
Bachelor’s degree in finance or accounting with strong academic record.
Proficient with Software and Databases:
Advanced Excel skills are a must.
Prior experience using accounting and planning systems, strong preference for Workday and Adaptive Planning.
Work Experience:
Three to five years as an FP&A Analyst is required.
Must be able to lead meetings or discussion topics and must be able to provide excellent customer service to business colleagues.
Collaborates, shares information, seeks help, looks out for colleagues, and would never let a teammate down.
A willingness to dig deeply into information and to hunt down data.
Innately driven by personal excellence and pride in one’s work. This position will be eligible to participate in our annual discretionary bonus program.
Retirement savings plan with discretionary profit sharing contribution and employer match;
PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;
Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;
Life Insurance, and short-term and long-term disability insurance;
Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.
We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.