The Head of Financial, Planning & Analysis (FP&A) will lead the team responsible for the Company’s financial forecast and budgeting process, be the architect for financial modelling - including M&A - and oversee the analytics of the Company to guide on strategy and business decision making. As the leader of the FP&A Department, this individual will provide financial consulting and strategic support to senior management. This includes preparing board presentations, executive committee presentations and communications with external parties including investors, banks, rating agencies and regulatory authorities, as well as various strategic analysis such as capital management and industry competitive intelligence. The role is also expected to provide critical support on merger and acquisition, capital market transactions and special projects.

Job Responsibilities

• Partner closely with the leadership team and lead business analytics and forecasting to determine present and future financial performance.
• Lead FP&A team across our Global Wealth Management and Global Asset Management segments as well as our Corporate function.
• Collaborate with Company Controllers to lead, build and update the annual budgets and forecasts.
• Produce financial models to project near term and long-term growth with business drivers.
• Design and lead a rolling forecast process that support quarterly earnings guidance to the investor community.
• Formulate and evaluate financial plans, economic transactions, and merger & acquisition opportunities.
• Provide direction and actionable insights on the current and future state of the business to key stakeholders, including delivering competitor analysis, market trends and other research.
• Prepare Board decks and presentations to summarize financial outlook and recommendations.
• Provide strategic analysis on critical financial management topics such as capital management, investment optimization, and other ad hoc reporting, analysis and presentations as needed.
• Support capital market transactions, M&A, and external communications with the financial market

Qualifications

• Bachelor's degree in finance, accounting, or a related field. MBA or advanced degree is a plus.
• Certified Public Accountant (CPA) license is preferred, but not required.
• Minimum of 15 years of relevant financial planning, analysis, and budgeting experience with at least 5 years of experience leading an FP&A team within the financial services industry. Preference will be given to applicants with public company experience.
• Experience with mergers, acquisitions and divestitures and advanced financial models.
• Experience preparing timely Board decks and other external presentations to a high degree of accuracy.
• Expert proficiency in Microsoft Excel and PowerPoint; proficiency with ERP systems (e.g., NetSuite, Oracle, OneStream).
• Ability to efficiently drive and complete multiple workstreams and re-prioritize effectively.
• Excellent analytical, organizational, and complex problem-solving skills.
• Excellent written and verbal communication skills.

With respect to positions in our New York Office, the expected base salary ranges from $250,000 -$275,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.