Assistant Vice President, Financial Planning & Analysis Overview • The Assistant Vice President, Financial Planning & Analysis supports the Markets FP&A team, focusing on Fixed Income and Equities businesses. • Collaborate with a leading global financial institution offering a dynamic and flexible hybrid work environment. • Analyze financial performance, prepare presentations for senior leadership, and contribute to strategic decision-making processes. • Engage in forecasting, budgeting, and variance analysis to ensure financial accuracy and efficiency. • Leverage advanced tools and methodologies to enhance financial reporting and planning processes. • Work within a culture emphasizing professional growth, collaboration, and attractive benefits, including substantial PTO. • Contribute to a global organization recognized for its strong brand and impactful deal flow. • Opportunity to work with experienced professionals in a supportive and innovative environment. Assistant Vice President, Financial Planning & Analysis Key Responsibilities & Duties • Prepare monthly financial reports covering actuals, revenues, expenses, and management reporting packages for Fixed Income and Equities businesses. • Develop financial presentations for senior leadership, analyzing performance by trading desk and product. • Support weekly and monthly forecasts and annual budgeting processes to ensure accurate financial planning. • Analyze variances against budgets, forecasts, and prior-year results to identify trends and insights. • Collaborate with business COOs and Product Control teams on expense management and financial performance. • Handle allocations, reconciliations, and reporting across various entities within the organization. • Enhance and automate financial reporting and planning processes using tools like OneStream. • Contribute to the continuous improvement of financial systems and methodologies. Assistant Vice President, Financial Planning & Analysis Job Requirements • Bachelor of Science degree with 3–5 years of financial services experience, including FP&A or financial analysis. • Strong understanding of Fixed Income and Equities businesses, including trading products and derivatives. • Proficiency in advanced Excel and PowerPoint, with experience in OneStream, Hyperion, or similar tools. • CPA or CFA certification preferred, with additional skills in Power BI, SQL, or Python advantageous. • Knowledge of investment banking accounting practices and financial systems. • Ability to work in a hybrid environment with flexibility and collaboration. • Excellent analytical, organizational, and communication skills to support senior leadership. • Commitment to professional growth and contributing to a high-performing team.