Vp, Fp&a

Focus Financial Partners

New York, NY, US
Base: $225,000-$275,000; bonus: annual cash bonus ...
On-site
15+ years progressive fp&a experience
Wealth management or financial services expertise
Advanced excel and financial systems proficiency
The VP of FP&A will lead company-wide annual budgeting, forecasting, and strategic planning processes in coordination with business units and corporate teams

Job Summary

  • The VP of FP&A will lead company-wide annual budgeting, forecasting, and strategic planning processes in coordination with business units and corporate teams.
  • This role requires delivering enterprise monthly financial reporting packages to management and the Board with clear interpretation and actionable insights.
  • The position offers a base salary range of $225,000-$275,000 along with an annual cash bonus and comprehensive benefits package.

Matching Summary

The VP of FP&A will lead company-wide annual budgeting, forecasting, and strategic planning processes in coordination with business units and corporate teams.

Salary

Base: $225,000-$275,000; Bonus: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • 15+ years progressive FP&A experience
  • Wealth management or financial services expertise
  • Advanced Excel and financial systems proficiency

Nice-to-have

  • Experience with cloud data platforms
  • Familiarity with TM1 Workday Adaptive Planning
  • MBA in Finance preferred

Key Requirements

  • Bachelor's degree in Finance, Accounting, Economics or related field
  • 15+ years of progressive experience in FP&A or corporate finance
  • Demonstrated expertise in wealth management, RIAs, private banking, or asset management

Work Rights

Not specified

Tailored Resume

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