Vp Of Fp&A

Hamlyn Williams is partnered with a wealth and asset management company located in New York City that is looking to expand their Finance team and add a VP of Financial Planning & Analysis.

3 day in office in Manhattan, New York.

Role Overview: This role offers an exceptional chance to work closely with prominent organizations while collaborating directly with Financial Services Partners and Directors. You will play an integral role in supporting the ongoing growth and prominence of our firm. Your responsibilities will include team leadership and management in conjunction with Partners and Directors, ensuring the timely and high-quality delivery of client needs in alignment with our firm's standards.

Responsibilities:

• Proactively deliver actionable perspectives on current and future business status to key stakeholders, encompassing competitor analysis, market trends, and additional research.
• Construct financial models to forecast short-term and long-term growth using critical business determinants.
• Contribute to the launch of a new ERP (Enterprise Resource Planning) system and assist in designing and implementing the planning and analysis module.
• Collaborate closely with HoldCo & Portfolio Company Finance, Business leadership, and Executive management to offer business insights and timely forecasts for assessing present and future financial performance.
• Offer guidance to enhance, standardize, and refine the company-wide operational environment.
• Develop Board presentations to succinctly outline financial projections and suggestions
• Aid in implementing and maintaining a continuous rolling forecast process that supports quarterly earnings guidance to the investor community.

Key Focus Areas:

• Highly motivated, self-confident, and pro-active individual
• Excellent written and verbal communication skills
• Financial Services experience is highly desirable, especially within a complex global organization
• Excellent analytical, organizational, and complex problem-solving skills
• Bachelor’s degree in Accounting, Finance or Economics, MBA Preferred
• Ability to efficiently drive and complete multiple workstreams and re-prioritize effectively
• Financial Due Diligence experience
• 4-6 years of relevant financial planning and analysis experience
• Proficiency with reporting software and systems, e.g., NetSuite, Hyperion, and experience in implementation of new ERP systems a plus
• Experience working in a financial planning & analysis team within a publicly traded company environment

If this role sounds like a good fit for your experience and future career aspirations, please apply directly; or reach out directly to discuss in a little more detail. You can contact the team directly at. [email protected]