Vice President, Head of Financial Planning & Analysis

Role Overview

We are looking to appoint a Vice President and Head of FP&A at a prominent global investment management firm based in New York, NY. This pivotal, newly created position involves a hands-on leadership role focused on enhancing and expanding the FP&A operations through strategic oversight, data management, and key performance indicator development.

Key Responsibilities

• Evaluate and restructure the finance department’s operational framework, procedural workflows, and technological tools, then devise and execute a comprehensive development plan.
• Take charge of the operating budget process, forecasts, and long-term planning that encompasses staffing, compensation liabilities, technology investments, data management, and vendor expenses.
• Collaborate extensively with different business units to steer strategic long-range financial planning, budgeting, forecasting, and scenario analysis.
• Create executive-level reporting packages and KPI dashboards that facilitate informed decision-making among senior leadership.
• Perform in-depth analysis of profit and loss forecasts versus actual results, including variance assessments and crafting clear performance summaries.
• Utilize analytics and visualization technologies like Alteryx, Tableau, and Power BI, while working closely with IT to automate reporting and dashboard solutions.
• Implement initiatives to improve working capital management and enhance accuracy and transparency in cash flow projections.
• Prepare and present executive-focused ad hoc analyses, including evaluations of segment profitability and scenario planning exercises.

Candidate Profile

• More than ten years of advancing experience in finance roles emphasizing FP&A and corporate strategy within the financial services industry.
• Demonstrated track record of establishing or revamping FP&A or finance functions effectively.
• Expertise in financial modeling involving three-statement models, extensive long-term planning, and detailed 13-week cash flow analysis.
• Proficiency with data analytic and visualization software tools.
• An understanding of alternative investment fund economics and related performance metrics.
• A bachelor's degree in finance, accounting, economics, or a comparable discipline is required; CFA or MBA credentials are highly desirable.