FP&A Manager

Bessemer Trust • Woodbridge Township, NJ

2d • $145,000 - $180,000 • Hybrid

About The Position

Bessemer Trust is seeking a Vice President, Manager – Fee Revenue Financial Planning & Analysis to join the FP&A organization within Finance. The position is responsible for day-to-day management of the firm’s fee revenue planning, forecasting, reporting, and analysis. It requires developing a deep understanding of revenue drivers—including client assets, market performance, client flows, pricing, product and service mix, and other business trends—and translating them into clear financial insight for senior management.

The role serves as a key finance partner across the organization, ensuring fee revenue forecasts and management reporting are accurate, well supported, and aligned with business expectations. It directly manages a team of Fee Revenue FP&A analysts and associates and leads efforts to strengthen revenue analytics, models, processes, systems, and controls.

Bessemer Trust is a privately owned family office and wealth manager overseeing more than $250 billion in assets for over 3,000 individuals and families. The firm has more than 1,300 employees and 22 offices.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• Approximately 10 or more years of relevant FP&A, corporate finance, or related experience.
• Demonstrated experience leading forecasting, financial planning, management reporting, and long-range planning.
• Strong financial modeling and analytical skills, including the ability to connect business drivers to financial performance and translate results into actionable insights.
• Ability to identify key trends, risks, and performance drivers within complex financial data.
• Strong executive communication and business partnering skills, including experience working across functions and with senior stakeholders.
• Ability to operate independently, manage direct reports and multiple priorities, and deliver high-quality work under recurring deadlines.

Nice To Haves

• MBA.
• Financial services experience, including banking, wealth management, private equity, or venture capital.
• Experience with ERP systems and financial planning software such as Oracle, OneStream, Hyperion, Anaplan, SAP, or similar.
• Experience supporting system and software implementations.
• Experience querying data with SQL and using dashboarding or visualization tools such as Power BI or Tableau.

Responsibilities

• Lead the day-to-day management of fee revenue forecasting, budgeting, and long-range planning.
• Develop a deep understanding of key fee revenue drivers, including assets, market performance, client flows, pricing, and organic growth.
• Develop scenario and sensitivity analyses to assess revenue impacts from changes in business and market assumptions.
• Serve as a primary FP&A partner on fee revenue matters, collaborating across Finance, Fee Operations, Client & Wealth Advisory, Investment Management, Operations, and other stakeholders.
• Own recurring fee reporting and analysis for FP&A and senior management.
• Lead and support preparation of Executive Committee and Board materials on fee performance, forecasts, and long-range planning.
• Analyze revenue performance and variance drivers, translating results into actionable executive insights.
• Ensure revenue analyses and supporting materials are accurate, reconciled, and ready for senior management.
• Partner with business teams to understand underlying activity, validate assumptions, and strengthen revenue forecasting.
• Partner with firm leadership on strategic projects and analyses for the Executive Committee and Board of Directors.
• Enhance analytical frameworks linking client activity and asset flows to fee revenue.
• Analyze new business, existing client activity, closed business, retention, and other flow measures to assess fee revenue impacts.
• Partner with business and Finance teams to develop assumptions related to client growth, retention, pricing, and revenue realization.
• Provide greater transparency into the relationship between organic growth, markets, assets, and fee revenue.
• Own and enhance fee models, methodologies, dashboards, and analytical tools to strengthen forecasting and visibility into key revenue drivers.
• Strengthen documentation, controls, reconciliations, and review processes supporting revenue forecasting and reporting.
• Partner with Finance Technology to enhance revenue planning, forecasting, reporting, and analytics across OneStream and other Finance platforms.
• Manage, coach, and develop FP&A analysts and associates supporting fee revenue.
• Prioritize and allocate work, ensuring timely delivery of recurring and ad hoc analyses.
• Review team output and maintain high standards for accuracy, analytical rigor, and executive communication.

Benefits

• Competitive base salary and discretionary annual bonus for select positions.
• 401(k) plan with a generous annual profit-sharing contribution.
• Personalized development and career opportunities, including tuition reimbursement support.
• Medical, dental, and vision plans with zero contributions for employee coverage.
• Employee assistance program and wellness programs.
• Hybrid work environment: 60% in office and 40% remote for most positions.
• Paid time off and paid parental leave.
• Employer-paid life insurance and short- and long-term disability coverage.
• Legal services and financial wellness plans at no cost to employees.
• Paid holidays, vacation, and sick time, subject to plan terms and company policies.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior