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 will also oversee the FP&A function.  The Director will report to the Chief Financial Officer and work closely with senior management and other stakeholders to provide strategic financial insights and recommendations. 

This position is available in NYC or Philadelphia, PA. 

Responsibilities (include, but are not limited to):

• 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 for all required Group Inizio EPM data loads to ensure timely and accurate submissions 

• Primary POC for Inizio level KPI, Dashboards and reporting requirements to ensure alignment on definitions, data and stakeholder exp 

• Responsible for headcount planning and comparing 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 Oravle 

• 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 

Compensation & Benefits

• Competitive compensation and total rewards packages
• Exceptional professional growth and promotion opportunities
• Leadership training program
• Additional benefits include [401k, paid time off, health benefits, and more!]

Inizio Ignite, Putnam 

Inizio Ignite is the global advisory partner for health and life sciences, encompassing connected expertise across Research Partnership, Putnam, Vynamic, and STEM. Guided by purpose, passion, and precision, we collaborate with clients to ignite impact, accelerate performance, and deliver lasting change for patients. By uniting strategy, insights, and innovation with a unique depth and breadth of expertise, we drive transformation and shape the future of health. Our Putnam strategy consulting team bridges science and strategy to enable confident decision-making and build value for pharma. We partner with leading health and life science companies serving brand & commercial leaders, Medical Affairs, access & pricing, and R&D.  Our expertise spans offerings including therapeutic area strategy, data & AI strategy, go-to-market strategy, commercialization & growth, value, pricing & access (VPA) strategy, and evidence generation. Proudly part of Inizio – the market-leading commercialization partner for health and life sciences. From early-stage development to loss of exclusivity, we simplify complexity, unlock value, and make collaboration seamless at every pivotal moment – supporting confident, insight-driven decisions that move innovation forward.

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 come together to shape the future of healthcare for the better.

Serving the life sciences industry, including the top 20 global biopharmaceutical companies, consistently ranked as one of the top consulting firms by Vault, and maintaining a true global team of experts sitting across 3 continents, we offer a unique opportunity to play a central role in supporting our clients.

Diversity, equity, and inclusion are tenets of our core values. We strive to create a culture and environment that fosters belonging and authenticity across all levels and values individuals for their skills, experience, diverse backgrounds, and unique perspectives. Collectively, DEI serves as a foundational element of who we are and how we work with our clients and with each other.

Our core values:

• Team
• Excellence
• Strategic
• Passion
• Diversity