Vice President of Financial Planning Analysis

Opportunity:

This is a rare opportunity to join a firm at the ground-level and be part of a fast-growing, fun, well-capitalized firm with tremendous opportunity for professional growth and a long-term career.

Company Overview

Consello Group is a boutique CEO advisory practice with several distinct but integrated business lines, all in one platform – CEO Advisory, Growth & Business Development, Marketing & Brand Advisory, Sports, Entertainment & Leadership, Consello Tech, Consello Capital, and M&A Advisory. Our differentiated offerings and capabilities are designed to cater to the needs of c-suite executives and help our clients achieve industry leadership, drive profitable growth and maximize value creation. The firm’s partner team includes some of the most successful CEOs, founders, investors and leaders across Corporate America. Consello leverages our decades of experience as operators and advisors to provide holistic insights tailored to the needs of the modern-day CEO. In addition, Consello’s extensive network of relationships across the public and private markets driven by our core partner team is a key differentiated advantage for our model. The current client base is primarily comprised of Fortune 500 and late-stage private companies. In our role as the closest advisor to the c-suite of our clients, Consello is uniquely positioned to help leaders define and execute their long-term vision and maximize the value uplift of these initiatives.

Role and Responsibilities

The VP, Financial Planning and Analysis will oversee the financial planning, budgeting, and forecasting processes overall for Consello. You will act as a business partner to leadership, providing financial insights and recommendations to support strategic decision-making.

Specific responsibilities will include:

Partner with the CFO, leadership team, and department heads to drive strategic planning, forecasting, and investment decisions, while delivering financial modeling and analysis to support M&A activity, strategic initiatives, and operational improvements.

Own and lead the annual budgeting, quarterly reforecasting, and long-range planning processes across US. Compile and integrate international geographies (US, IRL, UK, UAE) with the support of International VP of Finance.

Including: creating timelines / gantt charts to run a streamlined process. Integration of strategic priorities, and delivery of a clear, board-ready budget with supporting analysis and assumptions.

Develop and maintain frameworks to track key performance indicators (KPIs) and operational metrics, with regular reporting and commentary to the CFO and other department heads(e.g. monthly client profitability analysis, others)

Develop and maintain financial reports, dashboards, and scalable models to support strategic decisions—highlighting trends, risks, and profitability across business segments, service lines, hiring plans, and market expansion opportunities.

Lead the evaluation and implementation of budgeting and forecasting systems and tools that enhance accuracy, automation, and scalability across the FP&A function.

Build and maintain a rolling 13-week cash flow forecast that incorporates cross-functional inputs, ties to liquidity planning, is updated and reconciled weekly to actuals, and provides clear visibility into liquidity needs, timing risks, and working capital optimization opportunities across the organization.

Proactively anticipate future information requests and prepare supporting materials in advance to minimize last-minute work.

Maintain a strong command of the organization’s overhead cost structure—both at a detailed and consolidated level—and proactively surface potential cost savings or operational efficiencies to the CFO.

Partner with business unit leaders to establish KPIs and visual performance dashboards, and regularly analyze and communicate financial performance relative to plan, identifying root causes and actionable recommendations.

Professional Qualifications

Bachelor’s Degree required, MBA or CPA a plus

10+ years of relevant work experience, at a public company, or private equity backed organization

Proficiency with Microsoft Excel and other computer applications as well as knowledge of navigating accounting systems

Strong financial and analytical experience required

Comfort interacting with senior level executives

Excellent written and verbal communication skills

Capable of executing projects independently

Influencing and motivational skills working with people at all levels in a variety of job functions

Track record of leading initiatives, hitting goals, and succeeding in a team environment

Personal Characteristics

An action-oriented self-starter and leader who can drive strategy and execution with a “roll up the sleeves” approach

Strong executive presence and ability to maintain a steady and poised manner in an environment where there are a variety of personalities and differing opinions

Comfortable in new and different situations; ability to shift strategy, lay out a thoughtful plan, and effectively execute. Exceptional judgment, decision making, and negotiating skills

Possesses a growth mindset and a “can do” attitude

Strategic thinker who is insightful, decisive and agile in crafting and executing on business plans

Highly collaborative with a low ego; ability to forge strong relationships across an organization.

Proactive, highly motivated, flexible and team-oriented, with the ability to handle multiple projects concurrently

Able to thrive in a constantly changing, fast-paced and collaborative environment

Crave responsibility and want to shape the vision and direction of the company

Able to quickly define issues, collect and analyze data, identify alternative solutions, project consequences of proposed actions, draw valid conclusions, propose sound recommendations, and implement approved solutions in support of specified goals

Compensation: Base salary $175,000 - $225,000; eligible for annual discretionary bonus