Financial Planning & Analysis Manager

Interactive Brokers

Greenwich, CT, United States
Hybrid (4 days in office / 1 day remote)
Monitor kpis and business metrics
Conduct ad-hoc financial analysis
Evaluate business activities
Interactive Brokers is seeking a Financial Planning & Analysis Manager to lead a small team, delivering insights to senior management and challenging strategic initiatives. The ideal candidate should have extensive experience in financial services, a strong analytical mindset, and the ability to thrive in a fast-paced environment

Job Summary

  • This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance.
  • The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm.
  • You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens.

Matching Summary

Match Score: 85

Interactive Brokers is seeking a Financial Planning & Analysis Manager to lead a small team, delivering insights to senior management and challenging strategic initiatives. The ideal candidate should have extensive experience in financial services, a strong analytical mindset, and the ability to thrive in a fast-paced environment.

Skills & Requirements

Must-have

  • Monitor KPIs and business metrics
  • Conduct ad-hoc financial analysis
  • Evaluate business activities
  • Research products and services

Nice-to-have

  • Challenge the status quo
  • Skeptical lens
  • Critical thinking

Key Requirements

  • 10+ years of experience in financial services
  • 2-5 years managing a team
  • Bachelor's degree required
  • CFA or CPA a plus
  • Competency in digesting financial statements

Work Rights

Not specified

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