FP&A VP

FP&A VP

Company Overview

Our Client, A global wealth management firm, is a NASDAQ-listed global wealth and alternatives manager, focused on transforming powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $71 billion in combined assets and has an expansive network of around 400 professionals across three continents.

As a growing global firm with offices in 20 major financial centers, they are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

Job Description

The Finance team at a global wealth management firm is seeking an FP&A VP to join their high-performing organization. The Global FP&A team partners closely with the firm’s business leaders to drive financial analysis, budgeting, forecasting, and accelerate the modernization of the company’s financial reporting infrastructure.

This new role, reporting to the Head of Global FP&A, is highly visible and will work closely with senior leadership, including the CEO, President, and CFO, and will offer exposure to members of the Board of Directors.

The role provides a public company FP&A experience at a global level by developing key analytics and insights to enable business decisions. Other strategic work will include, but is not limited to, the preparation of Board presentations and communications with external parties such as Shareholders/Investors, Investment Banks, Rating Agencies, and Regulatory Authorities. This pivotal role will provide critical support on M&A, capital markets transactions, and special Management Team projects.

Job Responsibilities

• Partner with executive leadership to provide business analytics and timely forecasts to determine current and future financial performance.
• Drive the implementation of rolling forecasts and support the quarterly earnings guidance to the investor community.
• Prepare Board of Directors materials and presentations to summarize financial outlook and offer insightful recommendations.
• Support the modernization of the firm’s financial reporting infrastructure by leveraging OneStream’s dashboarding and visualization capabilities.
• Work collaboratively with the Finance teams to support and review monthly financial reporting performance and drive timely reporting.
• Drive the successful and timely completion of special projects (certain periods requiring a high time-commitment are predictable, while others may not be).
• Develop strong banking relationships and assist with capital markets transactions.

Qualifications

• 7 years of relevant financial planning and analysis experience.
• Financial Services experience is highly desirable, especially within a global organization.
• Experience working in a dynamic financial planning & analysis team within a publicly traded company environment.
• Proven track record in preparing timely Board decks and other external presentations to a high degree of accuracy.
• Demonstrated background in organizing and distilling large data sets into a clear and concise analytical narrative, offering financial insights that enable impactful business decisions.
• Proficiency with OneStream is highly preferred.
• Critical attention to detail and highly organized.
• Versatile collaborator with exceptional work ethic, eager to learn, ask questions, and navigate across different perspectives.
• Bachelor’s degree in Accounting, Finance, or Economics. MBA is a plus.
• Professional certification such as CMA/CPA is a plus.