Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Senior Manager overseeing financial reporting, ensuring compliance and accuracy at a respected A/E/C firm. Collaborating with leaders to drive strategic financial decisions and manage reporting integrity.
Responsibilities
- Lead Financial Reporting: Oversee monthly, quarterly, and annual financial reporting, ensuring accuracy and alignment with GAAP and firm policies.
- Strengthen Controls: Develop and maintain internal controls that safeguard reporting integrity and compliance.
- Audit Leadership: Serve as the key contact for external auditors, ensuring smooth, timely audits and issue resolution.
- Drive Insights: Analyze financial data, identify trends, and provide recommendations to guide executive decision-making.
- Collaborate Across the Firm: Partner closely with Operational Finance, FP&A, and other accounting leaders to align financial practices and reporting standards.
- Mentor and Lead: Manage, coach, and develop a team of accounting professionals, fostering growth and accountability.
- Ensure Compliance: Stay ahead of evolving accounting standards, regulations, and industry best practices.
- Optimize Systems: Oversee financial reporting systems and ERP tools (Deltek Vantagepoint experience strongly preferred) to improve accuracy and efficiency.
Requirements
- 7+ years of financial reporting or public accounting experience supporting growing commercial organizations.
- Bachelor’s or Master’s degree in Accounting, Finance, or related field.
- CPA designation (or active pursuit of certification).
- Strong proficiency with GAAP, technical accounting, internal controls, and financial close processes.
- Proven experience acting as a point person and lead on the external auditing process.
- ERP experience required (Deltek Vantagepoint a plus).
- Proven leadership experience managing and developing high-performing teams.
- Nice to Haves: Experience in the A/E/C or construction industry.
- Expertise in Percentage of Completion / Construction Accounting.
Benefits
- Healthcare for you and your family including spouse coverage: Medical, Dental, Vision & Prescription insurances.
- Single Plans with 100% paid premium
- Flexible Time Off + 8 Holidays a year
- Retirement Savings Plan - Contribution from CPL to grow your retirement funds.
- Tuition Assistance: You may be eligible for continuing education assistance.
- Student Loan Assistance Program: CPL will contribute up to a maximum of $100 a month for 5 years ($6,000 total) towards student loan debt.
- Licensure Assistance
- Long-Term Disability Insurance Company/team member premium sharing
- Flexible Spending Account $5,000 dependent childcare annually paid 100% by team member pre-taxes.
- FREE Life Insurance and AD+D Insurance
- Voluntary Short-Term Disability Insurance
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