Job Overview:Oliver Wyman is seeking a FP&A Lead with a strong finance foundation and advanced analytical and technical skills to join its Corporate FP&A team. This role combines deep expense analytics, reporting ownership, automation, and actionable insights to help the business manage expenses and support strategic decision-making. The FP&A Lead will ensure the accuracy of reporting data, collaborate with the team to design and maintain the automated reporting dashboards, and lead AI-driven projects. This role requires a high degree of independence, proactive identification of opportunities and risks, and a focus on driving process and reporting improvements.
This is a hybrid role that requires 3 days per week in our Boston office. There is no option to be fully remote.
Key Responsibilities:Data Visualization and Reporting Automation
- Design, build, and maintain automated BI dashboards and published data sources.
- Mentor and provide technical review and training for FP&A Analysts; coordinate workstreams and ensure quality of deliverables.
- Lead AI projects from ideation through production: define business cases, coordinate modeling, validate outputs, and operationalize results into reporting.
- Partner with Data & Analytics and Tech to prioritize data needs, establish refresh cadence, and troubleshoot downstream issues.
Monthly Reporting and Analysis
- Lead monthly expense reporting for stakeholders, emphasizing clear analysis, insights, and recommended actions.
- Partner with stakeholders to understand variances, evaluate trade-offs, and support active management of departmental expense against budget/forecast.
- Coordinate monthly close activities with local controllers to ensure accurate expense coding, timely accruals, and appropriate cost center alignment.
- Prepare and deliver materials that clearly communicate performance trends, drivers, risks, and opportunities to influence decision-making.
- Manage non-billable project codes and approval matrix for our procurement system.
Forecasting, Budgeting and Planning
- Own key components of periodic forecasting cycles and the annual budget/planning process for assigned functions/regions.
- Build and enhance financial models to improve forecasting accuracy and enable scenario analyses.
- Support resource planning and expense management discussions by translating business assumptions into financial impacts and actionable recommendations.
- Drive efficient monthly forecasting of function expenses by incorporating AI and other automation.
Special Projects as needed
- Provide support and analysis for all special projects as needed, including efficiency initiatives, restructuring initiatives, process improvements, management of project codes etc.
- Contribute to best practices and knowledge sharing across the FP&A team; may mentor or provide day-to-day guidance to junior analysts on deliverables and methods.
Experience Required:- Bachelor's Degree in Accounting or Finance or equivalent.
- Advanced experience with Tableau and Tableau Prep and/or other BI Tools, data visualization etc..
- 6+ years of progressive FP&A experience, ideally in a multi-national professional services environment.
- Excellent communication and presentation skills; ability to influence senior stakeholders.
- Advanced Microsoft Excel skills (modeling, data manipulation, structured analysis).
- Experience with enterprise financial systems and planning tools (e.g., Oracle, SmartView, Oracle EPM, Hyperion Planning) strongly preferred.
Preferred Qualifications:- Proven experience in AI and automation for finance and a willingness to apply/scale automation to improve reporting, forecasting, and operational efficiency.
- Proven ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven environment with a high degree of ownership.
- Proven experience leading analytics or automation projects end-to-end.
- Strong experience with budgeting and forecasting, P&L analysis, and cost allocations; ability to explain drivers and implications to non-finance partners.
- Highly organized with strong attention to detail and a continuous improvement mindset.
- Strong initiative to learn, grow, and expand responsibilities; proactive problem-solver who can work independently and escalate appropriately.
- Track record of creating operational efficiencies through report automation, financial modeling, and improved forecasting/planning processes.
- Strong analytical and accounting/financial planning background with the ability to translate data into clear business narratives.
The applicable base salary range for this role is $115,000 to $140,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
