Vice President Of Financial Planning & Analysis

Vice President of Financial Planning & Analysis Overview

• The Vice President of Financial Planning & Analysis will lead strategic financial initiatives for a global investment and advisory firm.
• This high-visibility role involves supporting senior management reporting, profitability analysis, and corporate finance projects.
• Collaborate across multiple finance areas to deliver impactful insights and drive organizational growth.
• Contribute to the development of innovative financial models and forecasting platforms using advanced tools.
• Enhance decision-making processes through detailed financial analysis and executive-level presentations.
• Opportunity to work in a hybrid environment with exposure to asset management and fund structures.
• Leverage your expertise to streamline FP&A workflows and improve data integrity.
• Join a prestigious organization recognized for its excellence in the financial industry.

Vice President of Financial Planning & Analysis Key Responsibilities & Duties

• Develop and maintain long-range financial models and perform scenario analyses for strategic planning.
• Conduct monthly variance analysis and identify key financial drivers impacting performance.
• Analyze profitability at business, product, and fund levels to support growth initiatives.
• Implement and optimize reporting platforms leveraging Workday Finance and AI technologies.
• Prepare financial reports for credit facility lenders and rating agencies.
• Support capital structure analysis and due diligence processes for executive decision-making.
• Collaborate with accounting and finance teams to ensure accurate reporting and data consistency.
• Design executive presentations and streamline budgeting and forecasting processes.

Vice President of Financial Planning & Analysis Job Requirements

• Bachelor's degree in Accounting, Finance, or a related discipline is required.
• Minimum of 5 years of FP&A or relevant experience; 10 years preferred.
• Proficiency in advanced financial modeling and analytical problem-solving.
• Strong understanding of financial statements, analysis, and accounting principles.
• Experience with ERP systems, particularly Workday Finance, is advantageous.
• Background in asset management or fund structures is preferred.
• Ability to work independently and produce high-quality results in a fast-paced environment.
• Authorization to work in the U.S. without current or future visa sponsorship.