VP, FP&A

1 month, 1 week ago
Full-time
Executive
Finance and Accounting
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Lead company-wide annual budgeting, forecasting, strategic planning, and long-range planning processes in coordination with business units and corporate teams.
  • Deliver monthly enterprise financial reporting packages to management and the Board with clear interpretation and actionable insights.
  • Develop and analyze key performance indicators and trends across the company and business units.
  • Translate performance data into strategic recommendations and business narratives.
  • Enhance FP&A tools, systems, and processes to increase automation and AI opportunities.
  • Monitor actual results versus budget, forecast, and prior-year performance to identify variances and recommend actions.
  • Perform benchmarking analysis against other industry participants for comparative performance measurement.
  • Support Board presentations, M&A activities, and other special projects as needed.
  • Ensure financial analysis and reporting meet industry standards and regulatory requirements.
  • Lead, develop, and mentor the FP&A team to achieve goals and objectives.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related finance field.
  • 15+ years of progressive experience in FP&A, corporate finance, or related roles.
  • Experience in wealth management, RIAs, private banking, asset management, or broader financial services.
  • Experience working in large, complex organizations in both public and private environments.
  • Excellent executive presence, communication, collaboration, and leadership skills.
  • Strong problem-solving skills with the ability to exercise sound judgment and make decisions.
  • Advanced proficiency in financial systems.
  • Advanced Excel skills are required, with working knowledge of VBA, macros, and business intelligence tools preferred.
  • MBA in Finance preferred.
  • Familiarity with cloud data platforms, TM1, Workday ERP, and Adaptive Planning preferred.

Benefits

  • Annual base salary range of $225,000 to $275,000.
  • Annual cash bonus eligibility.
  • Comprehensive medical, dental, and vision insurance.
  • Life insurance coverage.
  • 401(k) retirement plan.
  • Reasonable accommodations for applicants and employees with disabilities.
  • Equal opportunity employer status.

Interested in this position?

Apply directly on the company website

Apply Now

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