Putnam
Financial Planning & Analysis (FP&A) Lead
Position Summary
The Director of Financial Planning and Analysis is responsible for leading the financial planning, budgeting, forecasting, and analysis functions of the organization. The Director oversees the FP&A function, reports to the Chief Financial Officer, and works closely with senior management and stakeholders to provide strategic financial insights and recommendations.
Location: Boston, MA or Philadelphia, PA.
Responsibilities
Lead the development and execution of the annual budget, quarterly forecasts, and long‑term financial plans for the P&L.
Analyze financial performance and variances against budget, forecast, and prior year results.
Prepare and present financial reports, dashboards, and presentations to senior management and external stakeholders.
Provide financial modeling, scenario analysis, and decision support for strategic initiatives, investments, and business opportunities.
Lead all required Group InizioEPM data loads to ensure timely and accurate submissions.
Primary point of contact for Inizio level KPI, dashboards, and reporting requirements to ensure alignment on definitions, data, and stakeholder expectations.
Responsible for headcount planning and comparison to forecasted headcount by maintaining active FTE, accepted positions, attrition estimates, tracking potential promotions, and cost center reporting.
Establish and maintain effective Oracle EPM procedures aligned to group policies.
Identify and implement process improvements and best practices to enhance efficiency and effectiveness of the function.
Perform ad‑hoc financial analysis and projects as required.
Desired Skills and Experience
Bachelor's degree in finance, accounting, or related field.
Minimum of 10 years of progressive experience in financial planning and analysis, accounting, or related roles; at least 5 years of leadership experience.
Strong knowledge of accounting principles, standards, and regulations.
Advanced skills in financial modeling, analysis, and reporting.
Proficient in Microsoft Excel, PowerPoint, and other financial software and systems such as Financial Force and Oracle.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and collaboratively in a fast‑paced and dynamic environment.
High attention to detail, accuracy, and quality.
Strategic thinking, problem‑solving, and decision‑making skills.
Demonstrated leadership, management, and coaching skills.
Competitive compensation and total rewards packages.
Exceptional professional growth and promotion opportunities.
Leadership training program.
Additional benefits include 401(k), paid time off, health benefits, and more.
Company Description
Putnam, an Inizio Advisory company, is a leading scientific and strategic consulting partner that helps the global life science community make confident, impactful decisions and develop bespoke solutions that support bringing life‑changing innovations to clinicians and patients. For more than 30 years, we have taken a client‑centric approach uniquely combining our strategic mindset and global cross‑functional capabilities to deliver unrivaled depth across therapeutic areas, healthcare sectors, and technology platforms, maximizing the human impact and commercial success of client innovations.
Diversity, Equity, and Inclusion
We believe that to create real, lasting change on human health, we must bring out the best in our people in every way and at every level. We offer a boutique‑firm feel inside a global enterprise, opening the door to limitless opportunities to kickstart your career or hone your expertise. Built on the pillars of empowerment, collaboration, and meaning, we’re proud to offer a fulfilling environment where world‑class advisors can shape the future of healthcare for the better.
Equal Employment Opportunity Statement
As set forth in Inizio's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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The Director of Financial Planning and Analysis is responsible for leading the financial planning, budgeting, forecasting, and analysis functions of the organization. The Director oversees the FP&A function, reports to the Chief Financial Officer, and works closely with senior management and stakeholders to provide strategic financial insights and recommendations.
Location: Boston, MA or Philadelphia, PA.
Responsibilities
Lead the development and execution of the annual budget, quarterly forecasts, and long‑term financial plans for the P&L.
Analyze financial performance and variances against budget, forecast, and prior year results.
Prepare and present financial reports, dashboards, and presentations to senior management and external stakeholders.
Provide financial modeling, scenario analysis, and decision support for strategic initiatives, investments, and business opportunities.
Lead all required Group InizioEPM data loads to ensure timely and accurate submissions.
Primary point of contact for Inizio level KPI, dashboards, and reporting requirements to ensure alignment on definitions, data, and stakeholder expectations.
Responsible for headcount planning and comparison to forecasted headcount by maintaining active FTE, accepted positions, attrition estimates, tracking potential promotions, and cost center reporting.
Establish and maintain effective Oracle EPM procedures aligned to group policies.
Identify and implement process improvements and best practices to enhance efficiency and effectiveness of the function.
Perform ad‑hoc financial analysis and projects as required.
Desired Skills and Experience
Bachelor's degree in finance, accounting, or related field.
Minimum of 10 years of progressive experience in financial planning and analysis, accounting, or related roles; at least 5 years of leadership experience.
Strong knowledge of accounting principles, standards, and regulations.
Advanced skills in financial modeling, analysis, and reporting.
Proficient in Microsoft Excel, PowerPoint, and other financial software and systems such as Financial Force and Oracle.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and collaboratively in a fast‑paced and dynamic environment.
High attention to detail, accuracy, and quality.
Strategic thinking, problem‑solving, and decision‑making skills.
Demonstrated leadership, management, and coaching skills.
Competitive compensation and total rewards packages.
Exceptional professional growth and promotion opportunities.
Leadership training program.
Additional benefits include 401(k), paid time off, health benefits, and more.
Company Description
Putnam, an Inizio Advisory company, is a leading scientific and strategic consulting partner that helps the global life science community make confident, impactful decisions and develop bespoke solutions that support bringing life‑changing innovations to clinicians and patients. For more than 30 years, we have taken a client‑centric approach uniquely combining our strategic mindset and global cross‑functional capabilities to deliver unrivaled depth across therapeutic areas, healthcare sectors, and technology platforms, maximizing the human impact and commercial success of client innovations.
Diversity, Equity, and Inclusion
We believe that to create real, lasting change on human health, we must bring out the best in our people in every way and at every level. We offer a boutique‑firm feel inside a global enterprise, opening the door to limitless opportunities to kickstart your career or hone your expertise. Built on the pillars of empowerment, collaboration, and meaning, we’re proud to offer a fulfilling environment where world‑class advisors can shape the future of healthcare for the better.
Equal Employment Opportunity Statement
As set forth in Inizio's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr