Corporate Planning & Management, Finance & Planning (Strategic Planning), Senior Associate / Vice President, Dallas

Corporate Planning & Management, Finance & Planning (Strategic Business Planning)

Level: Senior Associate or Junior Vice President

Divisional Overview

The Corporate Planning & Management (CPM) division integrates financial planning, spend management, third-party risk management, product management and engineering teams to support strategic decisions across the firm.

Finance & Planning drives business planning, budgeting, and analytics across revenue, expense, liquidity, and capital. The pillar includes divisional CFOs providing strategic finance advisory, Product Finance managing non-compensation expense governance, and Corporate Insurance & Advisory overseeing the firm's insurance needs and risk mitigation.

Global Procurement strategically manages third-party engagement, optimizing value and mitigating risks across the supply chain. Key functions include Strategic Sourcing, Third-Party Risk Management (TPRM), Procure to Pay (P2P), Travel, and Sustainable Operations driving ESG initiatives.

Product & Reporting manages the product lifecycle for CPM technology platforms and delivers comprehensive reporting, dashboards, and analytics. The team oversees financial planning and analysis systems, spend management tools, and TPRM solutions while providing stakeholders with actionable insights for evidence-based decisions.

CPM Engineering provides engineering solutions enabling third-party spend management, data automation, budget planning, financial forecasting, and expense allocation aligned with strategic objectives.

CPM Management provides strategic oversight, operational support, communications and change management, and risk governance across the division.

Role Overview

Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This role sits within the Finance & Planning pillar.

The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts and should have excellent verbal and written communication skills.

Job responsibilities will include, but are not limited to:

• Prepare firm business plan and assume full ownership of the budgeting and reforecasting cycles including assistance with presentation materials and supporting details for Senior Leadership
• Partner with divisional leadership to understand business drivers and initiatives across revenue, financial resources, capital resources, headcount and operating expenses
• Develop reporting and detailed analysis of the firm's operating budget including tracking Actual performance versus Plan
• Lead the team's efforts to drive automation, improve budget fidelity and linkage of business drivers into actionable insights for Senior Leadership
• Support the team in collaboration with businesses during quarterly and ad-hoc Business Planning updates including establishing requirements
• Identify potential areas to create operational efficiencies, automate manual and legacy processes

Qualifications:

• Relevant bachelor's degree or equivalent qualification with an excellent academic record; MBA a plus
• 4 plus years of relevant experience in the field of finance, accounting, and/or business management
• Analytical capabilities and financial modeling experience
• Excellent communication and interpersonal (written and verbal) skills, and strong attention to detail
• Ability to lead across team members and drive assignments to completion
• Ability to multi-task & deliver under pressure
• Solid work ethic and high level of motivation
• Proficient in Microsoft Excel and PowerPoint; working knowledge of Anaplan is a plus