SVP, FP&A

A leading employee-owned financial services organization is seeking a Senior Vice President, Financial Planning & Analysis (FP&A) to serve as a strategic finance leader and key partner to the Chief Financial Officer.

This highly visible role will be responsible for leading the organization's budgeting, forecasting, financial planning, management reporting, and strategic analysis functions. The successful candidate will work closely with executive leadership, providing actionable financial insights that support decision-making across the business.

The position offers significant exposure to senior leadership and will play a critical role in shaping financial strategy, evaluating business performance, supporting growth initiatives, and enhancing the overall finance function.

Key Responsibilities

Strategic Financial Leadership

• Partner with business leaders and executive management to develop short- and long-term financial plans.
• Lead enterprise-wide budgeting, forecasting, and financial planning processes.
• Provide financial insights and recommendations to support strategic decision-making.
• Act as a trusted advisor to senior leadership on profitability, business performance, and operational initiatives.

Financial Reporting & Analysis

• Oversee monthly financial reporting, variance analysis, and performance reviews.
• Develop and present executive-level financial analyses and commentary.
• Monitor key business trends, profitability drivers, and financial performance metrics.
• Deliver meaningful insights related to revenue growth, expense management, profitability, and cash flow.

Executive, Board & Shareholder Reporting

• Coordinate and prepare presentations for executive leadership, Board meetings, and shareholder communications.
• Translate complex financial information into clear, actionable recommendations.
• Support strategic planning discussions with senior stakeholders.

Team Leadership

• Lead, mentor, and develop a high-performing FP&A team.
• Establish team objectives, performance expectations, and professional development plans.
• Foster a collaborative, analytical, and solutions-oriented culture.

Strategic Finance & Special Projects

• Support business case development, investment analysis, and strategic initiatives.
• Participate in financial modeling, acquisition analysis, due diligence efforts, and other corporate development activities.
• Drive process improvement and enhance forecasting, reporting, and analytical capabilities across the finance organization.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, or a related discipline.
• 12+ years of progressive experience in FP&A, corporate finance, accounting, or financial reporting.
• 5+ years of leadership experience managing teams and developing finance professionals.
• Strong financial modeling, budgeting, forecasting, and analytical capabilities.
• Working knowledge of U.S. GAAP.
• Experience presenting financial information to executive leadership teams.
• Exceptional communication, organizational, and problem-solving skills.
• Ability to operate both strategically and tactically in a dynamic environment.

Preferred

• Financial services, asset management, investment management, banking, capital markets, or related industry experience.
• MBA, CPA, CFA, or other advanced financial credential.
• Experience supporting Board-level reporting and executive presentations.
• Exposure to M&A analysis, corporate development, business transformation, or strategic finance initiatives.