Assistant Vice President, Financial Planning & Analysis - Equities

Role Overview

Join Jefferies as a vital member of the Financial Planning & Analysis (FP&A) team, specifically supporting one of the firm's principal business lines: Equities. This position blends financial analysis with strategic collaboration, including tasks such as forecasting, reporting, business driver evaluation, and communication with executive leadership.

Key Responsibilities

• Lead the comprehensive financial planning process for the Equities business line by integrating forecasts that reflect revenue trends, expenses, and resource utilization.
• Develop detailed management reports covering budgets, forecasts, actual financials, headcount metrics, and critical balance sheet and capital indicators, incorporating insightful variance explanations.
• Prepare polished presentations and reports for executive-level meetings, including quarterly business updates and board materials, effectively converting intricate financial data into clear, actionable insights.
• Serve as a trusted finance partner to the Equities division, delivering prompt, high-quality analysis to support strategic planning, resource allocation, and quick response to management queries.
• Play an active role in the implementation of Board Enterprise Planning software by translating business requirements into scalable reporting frameworks, tackling technical challenges, and driving the project plan.
• Maintain clear and confident communication with senior stakeholders, ensuring understanding and alignment.
• Develop strong collaborative relationships across FP&A, Front Office operations, Controllers, IT teams, and other business units, exercising prudent judgment in prioritization and problem resolution.

Qualifications and Skills

• Minimum of seven years of progressively responsible FP&A experience, preferably within the financial services sector.
• Expertise in enterprise performance management tools such as Essbase, Board, and Power BI is highly advantageous.
• Advanced proficiency with Excel and PowerPoint, including complex modeling, pivot tables, and power query to manipulate data effectively.
• Strong skills in financial modeling, consolidation, and variance analysis.
• Good understanding of capital markets business models, revenue streams, and cost structures.
• Excellent verbal and written communication skills with the capability to simplify complex analysis for senior executives.

Educational Requirements

A bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline is required. An advanced degree—such as an MBA or CFA—is desirable but not mandatory.

Additional Details

The primary work-site is located in New York City, offering a full-time position. The salary range is $150,000 to $165,000 annually.