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.