Director, Head of Financial Planning & Analysis

Our client is a fast growing financial services company that offers trade solutions (Inventory Solutions, Working Capital Solutions and Customized Trade Finance Programs) to large domestic and multinational corporations. Backed by a very large prestigious global asset management firm, our client is looking to continue to develop their leadership team by adding a Director, Head of Financial Planning & Analysis to their New York Office. Reporting into the CFO, the Director, Head of FP&A will be responsible for playing a critical role in shaping the company's financial strategy as well as management reporting, variance analysis forecasting, and strategic financial modeling. This role is HYBRID, based out of the firm's Midtown, Manhattan office. Responsibilities: Providing detailed analytical review of financials, and for coordinating and providing meaningful variance reporting and supporting analyses to senior management.Preparing monthlyquarterly management results on timely and accurate basis.Analyze and present business performance: revenue, spreads, expenses, balance sheet and returnsROEROAIdentify key business challenges and apply sophisticated visualization tools and techniques to enhance data- driven decision-making processes and improve efficiency Communicate financial results and business performance clearly, concisely, and compellingly to facilitate understanding and alignment among stakeholders Generate analytics for quarter end results, related highlights, Board of Directors reports, and executive management reports as well as lead reviews of the Company's performance. Collaborate with the accounting team to ensure accuracy of financial reporting and commissions; lead analysis of operating and financial results and ensure accurate and timely completion of all deliverablesAdvise internal stakeholders on the implications of business trends, issues, operating environment changes, and firmbusiness unit strategy issues with transparency Qualifications & Experience Bachelor's Degree - Finance, Accounting or related fieldCFA a plus 8+ years of progressive financial management experience within financial services sector at one or more of the following types of firms: lending, bank, asset management, insurance or specialty finance companies (multi-national, corporate institutions preferred). 4+ years in a managerial role Strong proficiency in financial reporting, data analysis, and visualization tools (NetSuiteNSPBHyperion or similar a plus) Strong attention to detail and accuracy Experience and ability to relay financial information, reports and findings to non-financial staff and stakeholders - including C-Suite executives and Board MembersAbility to work with numerous internal & external parties, including auditors, consultants, vendors etc. to implement initiatives and ensure productivity Great communication skills and proactive mindset

Created: 2025-03-01