Associate, Client Solutions - FS - Healthcare

The Head of Financial Planning and Analysis (FP&A) will report to the Chief Financial Officer (CFO), and will be responsible for managing the forecasting, financial planning, and analysis processes for GLG’s Financial Services, G&A, and corporate business segments. This executive will be a strategic and data-driven finance leader that will establish FP&A as an analytical think-tank that can be effectively leveraged by all parts of the organization. 

You will foster an entrepreneurial spirit, lead an established team and recruiting top talent, to manage the day-to-day revenue metrics, financial reporting, corporate division budgets, project management, and external reporting requirements.  

You have proven experience in a complex business at scale. You are dynamic, rigorous, collaborative executive who works well as part of a team and has the executive courage to make difficult recommendations and / or decisions. You possess superior finance stewardship skills, a business partner mindset, authentic leadership, and impactful communication and influencing skills.  
  
KEY RESPONSIBILITIES

• Oversee and manage monthly forecasting process, annual planning process, long-range strategic planning process and modeling, quarterly filings, and lender deliverables; provide strategic guidance and financial counsel to Executive Leadership Team.
• Establish Financial Planning & Analysis (FP&A) as a ‘Center of Analytical Excellence’ to be shared with functional leaders across the organization.
• Create and monitor Key Performance Indicators (KPIs), highlighting trends and analyzing causes of variance, including all areas of revenue, cost of sales, expenses, operating metrics, and capital expenditures.
• Prepare a reporting package that includes full financial statements, comprehensive KPI reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances, and comprehensive executive level explanations of differences.
• Develop and prepare annual budget, managing forecasts for revenue, expenses, and headcount. Manage capital allocation, cash flow forecasting and all lender deliverables.
• Improve operating teams' understanding of financial statements and budget adherence with thoughtful and transparent analysis.
• Successfully manage, develop, and motivate the organization to collaborate with cross functional operating teams and provide fact-based recommendations that improve profitability, operating efficiency and effectiveness.
• Build, manage and lead the evolution of the organization, drive top performance and developing the key objectives and projections, both short-term and long- term.
• Provide transformational and inspirational leadership and guidance across the organization and set clear direction, aligning people and resources accordingly.
• Promote and drive best practice, adoption of new techniques, tools, and methodologies, and ensure management reporting yield business insights to drive recommendations and results against strategic objectives.
• Demonstrate a thorough knowledge of investment analysis and be able to play a key role in any associated M&A / Corporate Development activities.
• In partnership with others, continue to lead a significant transformation of GLG, redesigning processes for the finance organization, modernizing the finance organization, and helping to build a financial infrastructure for the business that can support future growth.  

Candidate Profile

The Head of FP&A will be a strategic, hands-on finance executive with diverse industry experience and a demonstrated business acumen. This leader will possess a deep understanding of ever-changing market dynamics who thrives in a fast-paced, lean organization and with an insatiable drive to focus on results while inspiring great talent to outperform in a complex, evolving and technology-driven organization. The successful Candidate is a team player who will balance a breadth of experience with the ability to drive consistency and accountability in the business and establish FP&A as a trusted partner.  
 
IDEAL EXPERIENCE  

The Sr. Manager, Account Management, Professional Services Firms (PSF), will spearhead the growth of a portfolio of accounts in the Professional Services Firms business focusing on expansion in the Americas. This position is based in our New York, NY office.

Our Professional Services Firms practice represents one of GLG’s largest client segments and includes major strategy consulting firms, PR firms, ad agencies, and boutique advisories. Access to expertise improves the quality of these firms’ client recommendations and augments their own domain knowledge.

The Sr. Manager will report to the VP, Sales for the book and collaborate closely with teammates. This role is responsible for driving the segment’s revenue growth, user and logo acquisition and retention, and driving commercial and account management best practices through continuous improvement. In addition, the Sr. Manager, Account Management will be a key conduit for client feedback to inform service enhancements and adjustments. They will collaborate with leaders across Client Service, Compliance, Legal, Finance and Technology to implement and refine and evangelize GLG’s value proposition within their book.

The Sr. Manager will help shape and implement strong account management strategies, (both retaining existing users and finding and creating new advocates in their book). This will be accomplished by regularly engaging with senior level decision makers to identify opportunities for thoughtful collaboration.

Specific responsibilities include (but are not limited to):

The Sr. Manager, Account Management, Professional Services Firms (PSF), will spearhead the growth of a portfolio of accounts in the Professional Services Firms business focusing on expansion in the Americas. This position is based in our New York, NY office.

Our Professional Services Firms practice represents one of GLG’s largest client segments and includes major strategy consulting firms, PR firms, ad agencies, and boutique advisories. Access to expertise improves the quality of these firms’ client recommendations and augments their own domain knowledge.

The Sr. Manager will report to the VP, Sales for the book and collaborate closely with teammates. This role is responsible for driving the segment’s revenue growth, user and logo acquisition and retention, and driving commercial and account management best practices through continuous improvement. In addition, the Sr. Manager, Account Management will be a key conduit for client feedback to inform service enhancements and adjustments. They will collaborate with leaders across Client Service, Compliance, Legal, Finance and Technology to implement and refine and evangelize GLG’s value proposition within their book.

The Sr. Manager will help shape and implement strong account management strategies, (both retaining existing users and finding and creating new advocates in their book). This will be accomplished by regularly engaging with senior level decision makers to identify opportunities for thoughtful collaboration.

Specific responsibilities include (but are not limited to):

The Sr. Manager, Account Management, Professional Services Firms (PSF), will spearhead the growth of a portfolio of accounts in the Professional Services Firms business focusing on expansion in the Americas. This position is based in our New York, NY office.

Our Professional Services Firms practice represents one of GLG’s largest client segments and includes major strategy consulting firms, PR firms, ad agencies, and boutique advisories. Access to expertise improves the quality of these firms’ client recommendations and augments their own domain knowledge.

The Sr. Manager will report to the VP, Sales for the book and collaborate closely with teammates. This role is responsible for driving the segment’s revenue growth, user and logo acquisition and retention, and driving commercial and account management best practices through continuous improvement. In addition, the Sr. Manager, Account Management will be a key conduit for client feedback to inform service enhancements and adjustments. They will collaborate with leaders across Client Service, Compliance, Legal, Finance and Technology to implement and refine and evangelize GLG’s value proposition within their book.

The Sr. Manager will help shape and implement strong account management strategies, (both retaining existing users and finding and creating new advocates in their book). This will be accomplished by regularly engaging with senior level decision makers to identify opportunities for thoughtful collaboration.

Specific responsibilities include (but are not limited to):

Our Client Solutions Associates are front-line client service professionals and the engine of GLG. They work closely with our clients in the professional services firm industries on the critical decisions they make every day. These custom learning solutions include phone consultations and one-on-one meetings, as well as surveys, reports, and site tours with leading experts and C-suite executives. 

Client Solutions Associates work in teams across industries, connecting our clients to the insight they need from leading doctors, academics, scientists, policy specialists, strategists, executives and other experts with years of on-the-ground experience. Client Solutions Associates themselves also develop into subject matter experts across industries and topics via their client service role. 

In this role, you will undergo comprehensive training of which some of the key initial responsibilities include: 

• Expanding GLG Experts and learning to effectively and clearly explain GLG’s value proposition and business model to leading industry thought leaders; 
• Engaging Experts Members on a daily basis to understand their capabilities and knowledge on specific client requests; 
• Supporting senior team members on all aspects of client engagements; and 
• Learning our compliance policies and procedures to protect the integrity of client engagements
• As you progress in this role you will gain more autonomy by: 
• Executing custom projects across client firms – including consultations, surveys, and special projects; 
• Continuing to expand GLG Experts; 
• Engaging with clients daily to understand their needs and provide exceptional service; 
• Maintaining accountability and responsibility for client projects and overall client experience; 
• Collaborating with our Business Development team on revenue growth opportunities and ensure retention on existing accounts; 
• Collaborating closely with senior team members to program live event content for Greater China as well as more broadly distributed virtual event content

Requirements: 

• Bachelor's degree, or higher 
• Excellent communication skills and fluency in English 
• Up to 4 years of work experience in client-facing, account management or B2B sales roles in relevant industries such as headhunting, business services, and consultancies. 
• Demonstrated resilience, a strong commitment to continuous learning, results-driven mindset, and a genuine passion for driving and adapting to change 
• Passion for problem -solving in a client service role 
• Demonstrated commercial acumen and interest, in some or all the following areas: Sales, negotiation, or networking with high-end professionals; and/or 
• Business development, corporate development, product development, Product and project management 
• Ability to multi-task and prioritise activities effectively, while ensuring a high level of accuracy and attention to detail 

GLG is seeking Associates who are excited to learn and excel at best-in-class client service in a strong performance-driven, merit-based, and team-oriented environment. 

Associates are the engine driving GLG's Insight Network – the world's largest and most varied source of first-hand expertise. The Associate role involves fast-paced communication, working directly as thought partners with leading professionals – think top financial services firms, consultancies, and corporations – to connect them to the insight they need to get ahead. 

Associates should have a natural curiosity, strong critical thinking skills, and a competitive spirit to win for clients. Armed with those qualities, you’ll go through our robust onboarding and training programs so that you can grow and hone the skills needed to succeed, including having agency over project delivery, client relationship-building, and expert engagement. In just a few months, you will be owning the project lifecycle, speaking frequently with leading clients and experts – all while receiving continued coaching and mentoring from your team to help you develop top-tier project management and communication skills.     

Specific responsibilities include (but are not limited to):

• Engaging daily with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win
• Owning client projects from start to finish – that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts
• Collaborating with colleagues, your manager, and internal stakeholders to bring GLG’s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts
• ​Upholding GLG’s compliance framework and embracing our company values

As an Associate, you will have the opportunity to: