Director, Head of FP&A

Overview

This opportunity is for a newly established Head of FP&A position with a major global investment manager in New York. The role is senior and highly hands-on, focused on shaping and strengthening the financial planning and analysis function with an emphasis on strategy, data quality, and KPI-driven decision support.

Key Responsibilities

• Evaluate the current finance operating model, core processes, and supporting technology, then define and roll out a plan to enhance them.
• Take ownership of the operating budget, forecasts, and long-range planning, including headcount, compensation accruals, and spend on technology, data, and vendors.
• Work closely with stakeholders across the business on strategic planning, budgeting, forecasting, and scenario analysis.
• Create management reporting packs and KPI dashboards that help senior leaders make informed decisions.
• Review P&L forecasts and actual results, perform variance analysis, and turn findings into a clear performance story.
• Use analytics and visualization platforms such as Alteryx, Tableau, and Power BI, while partnering with technology teams to automate dashboards and reporting.
• Improve working capital efficiency and increase visibility into cash flow forecasting.
• Prepare executive-level ad hoc analysis, including segment profitability reviews and scenario modeling.

Qualifications

• At least 10 years of progressive finance experience spanning FP&A and corporate strategy, with strong exposure to financial services.
• Demonstrated success in building, scaling, or transforming a finance or FP&A team or function.
• Advanced financial modeling capability, including 3-statement modeling, long-range planning, and 13-week cash flow forecasting.
• Strong proficiency with data analytics and visualization tools.
• Good understanding of alternative investment fund economics and key performance measures.
• Bachelor’s degree in finance, accounting, economics, or a related discipline; CFA or MBA is preferred.

Additional Information

This is a full-time role based in New York, NY, with a hybrid working arrangement. It is a senior individual contributor role, not a people-management position, and it has been created to build and mature the FP&A capability within the organization.