Vice President of Financial Planning Analysis

Our client is a public global wealth & alternatives firm with over $60 billion in combined assets. As a growing firm with offices in over 15 major financial centers and over 400 employees across three continents.

Currently, they are looking to add a Vice President, FP&A to join their dynamic finance team.

Reporting into the Global Head of FP&A, this position will work closely with senior leadership to drive financial analysis, budgeting, forecasting and enhance the firm's financial reporting infrastructure.

The VP, FP&A is a highly visible position across the organization, working with the CEO, President, CFO and Board of Directors. They will be a key member in developing analytics and insights to enable business decisions, presentations, communication with external parties (shareholders/investors/banks etc.) and will provide support on M&A, capital markets transactions and special projects.

Responsibilities

• Financial Planning, Analysis, Budgeting & Forecasting
• Provide business analytics and timely forecasts to determine current and future financial performance
• Drive the implementation of rolling forecasts and support quarterly earnings guidance to investors
• Work collaborative with Finance team to support monthly reporting
• Support the modernization of the firm's financial reporting through leveraging dashboards and visualization capabilities
• Support and drive successful completion of special projects
• Develop strong banking relationship sand assist with capital markets transactions
• Serve as a sounding board to Analysts
• Ad hoc reports and projects as needed

Qualifications

• 5 years of relevant financial planning & analysis experience
• Wealth/Asset/Alternatives experience is a plus
• Financial Services experience is required
• Bachelor's Degree in Accounting, Finance or Economics - required
• MBA, CPA/CMA is a plus
• Experience working in a dynamic financial planning & analysis team
• Working within a publicly traded company environment highly preferred
• Demonstrated ability in organizing large data sets into clear concise analytical narrative
• Strong attention to detail, very collaborative, strong work ethic, and eager to learn

This is a hybrid opportunity based out of the company's New York City office.