Financial Planning & Analysis, Assistant Vice President
Core
Lead complex financial analyses, synthesize insights from multiple data sources, and communicate actionable insights to senior leadership to support business decision-making and strategic execution.
Role type
Assistant Vice President, Financial Planning & Analysis (FP&A)
Builds
Monthly/quarterly/annual financial reports, workforce analytics, budgets, forecasts, and executive-level presentations
Domain
Financial Services / Asset Management
Required skills
Financial modeling, forecasting, variance analysis, budgeting, long-range planning, headcount reporting, workforce analytics, expense allocation, investor relations reporting, process automation, stakeholder management
Preferred skills
Experience in Financial Services or Asset Management, knowledge of Adaptive Headcount Planning solution
Technologies
Excel, PowerPoint, Adaptive Headcount Planning solution
Responsibilities
Prepare and support monthly, quarterly, and annual financial reporting packages; Lead headcount reporting and workforce analytics; Support annual budget, quarterly outlook, and long-range planning processes; Own and maintain the Swing List and Close Working File; Support development of analytics for Investor Relations Deck; Identify opportunities to automate and enhance reporting processes; Partner with Accounting to support monthly and quarterly close activities
Seniority
Senior, hands-on IC with strategic responsibility