Vice President, Financial Planning and Analysis

TradewebNew York, NY
Hybrid

About The Position

Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many of the world’s largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average daily trading volume (ADV) of more than $2.2 trillion over the past four fiscal quarters, topping $2.5 trillion in ADV for the first quarter of 2025. Since our IPO in 2019, Tradeweb has completed four acquisitions and doubled our revenues – and 2024 was our 25th consecutive year of record revenues. Tradeweb is a great place to work, recognized in 2024 by Forbes as one of America’s Best Companies (2024) and by U.S. News & World Report as one of the Best Financial Services Companies to Work For. As the senior member of the FP&A team, you should expect to be an active participant working with business leaders and CFO in analyzing firmwide budgets and forecasts, as well as strategic opportunities and initiatives. The Finance department supports the Tradeweb Executive Management team in forecasting, budgeting, and decision support for all business lines. In this role you will conduct research, perform analysis and develop financial /operational models to inform and support growth strategies.

Requirements

  • Bachelor’s degree in accounting, Finance, Economics, Math or related field
  • Minimum 7 years of experience in financial analysis, consulting or other similar finance roles
  • Excellent PowerPoint and Excel skills (VLOOKUP, PivotTables, etc.) 
  • Excellent financial analysis and modeling skills 
  • Exceptional computational and analytical abilities and sharp attention to detail
  • Excellent project management, presentation and interpersonal skills are essential
  • Excellent communication skills in a variety of mediums - must be comfortable working cross-functionally with people at multiple levels and from multiple disciplinary backgrounds
  • Ability to work in and be comfortable with fast paced, fluid environment
  • Self-starter who takes initiative and completes all projects with high energy and ability to prioritize and take ownership
  • Able to resolve complex problems and articulate/communicate in a simple manner
  • Financial, Planning, and Analysis experience a plus – especially driving annual planning process

Nice To Haves

  • Experience with Adaptive Planning, Tableau and Alteryx is a plus
  • Prior knowledge of capital markets or the financial technology industry is a plus

Responsibilities

  • Oversight of consolidated budgeting, 3-year plan and financial reporting
  • Financial modeling and analysis related to current businesses and new opportunities and scenario planning
  • Develop, implement and maintain excel and Adaptive models and accurate and timely information to enable decision support and ad hoc analysis 
  • Create annual and quarterly earnings materials for investor presentations and SEC filings
  • Manage and mentor global FP&A team members
  • Delivery of real-time and monthly forecasting 
  • Decision support for general corporate finance projects
  • Develop presentations for board and operating committee materials
  • Communicate financial information in a concise and accessible manner to non-finance personnel and management
  • Oversee corporate-wide expense management and analysis

Benefits

  • Health Insurance: Highly competitive medical, dental, and vision programs
  • Hybrid Environment: Our employees have the flexibility of working in the office and from home.
  • Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
  • Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. 
  • Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
  • Pre-Tax Commuter Benefits Program
  • ARAG Legal Services
  • Employee Assistance Program
  • Tuition Reimbursement
  • Financial Wellness Tools
  • Travel Assistance Benefits
  • Pet Insurance
  • Corporate Gym Subsidies
  • Wellness Perks
  • Paid Time Off and Parental Leave
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