New York, NY

An investment advisory firm located in New York City is actively seeking an experienced and hardworking professional to join their staff as their new Vice President of FP&A. In this role, the Vice President of FP&A will provide strategic thought leadership and analysis to identify meaningful trends and opportunities across the business.

Responsibilities

The Vice President of FP&A will:

• Build, analyze, and communicate results of strategic initiatives and articulate the impact to the overall business based on performance
• Take strategic view of the business to identify opportunities for growth optimization
• Provide strong ad hoc financial and business decision support on numerous revenue and strategic initiatives, return on investment analyses, and/or other projects
• Work internally and with business unit and corporate controllers to understand inputs from each business that drive their budgeting/forecasting process
• Construct and track evolving Balanced Scorecard KPIs
• Assist in the review of Management Committee deliverables by providing insights in P&L forecasts, monthly financial results, and multiple strategic initiatives
• Engage with key executives across divisions and functions, business leaders, and their teams to provide informed insights to the Management team
• Work with business leaders as an internal consultant to develop investment cases for strategic organic investments
• Identify cross-divisional value creation opportunities and linkages
• Partner with Investor Relations to leverage competitive intelligence analytics

Qualifications

• Bachelor's degree in any related field across Finance, Equity Research, Applied Analytics, or other relatable field of study
• 6-8 years of combined experience in financial services in an investment banking, FP&A, applied analytics, corporate strategy, or business intelligence capacity
• Proficiency in financial modeling, sensitivity analysis, and data visualization
• Keen understanding of the key drivers of business performance and associated KPIs
• Highest standards of accuracy and precision
• Aptitude for understanding data and learning new technology
• Expert proficiency with Microsoft Excel and other Microsoft products
• Experience independently identifying and driving process improvements
• Strategic leader with ownership mentality and is comfortable navigating ambiguity in an continuously evolving organization
• Experience presenting in executive-level management meetings

Desired skills

• Master's degree
• CFA, MBA, CPA, and / or other relevant professional qualifications
• Experience with programming languages: Python, R, SQL, VBA
• Knowledgeable in Business Intelligence tools: PowerBI, Tableau, Alteryx, UiPath, Visio, Anaplan, SharePoint, and Workiva
• Competitor intelligence
• General Ledger Systems/HRM: Workday, Adaptive & Office Connect