The VP, Senior Manager - FP&A leads a team responsible for financial reporting, detailed financial analysis, and integration of plan and forecast, to support businesses and business leadership in achieving financial goals.
Lead budgeting and forecasting processes for assigned subsidiaries and lines of business, ensuring accuracy and alignment with strategic goals.
Provide strategic insights and analytics to support senior leadership decision-making through affiliate and consolidated financial reporting.
Manage financial analysis and reporting for the holding company, acting as the key liaison between finance and internal stakeholders.
Partner with senior management on strategic initiatives, including due diligence and financial modeling for investments, acquisitions, and new business lines.
Deliver cross-functional financial analysis and scenario modeling to support projects and business case development.
Drive continuous improvement in FP&A processes, reporting, and business partnerships to maximize finance's impact.
Leverage tools such as Workiva, Power BI, Workday, and Adaptive Planning to streamline reporting and enhance decision-making.
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred.
8-12 years of progressive financial experience, ideally in banking or financial services.
Proven ability to partner with senior leadership on strategic planning, analysis, and decision-making.
Strong communication, organizational, and time management skills with the ability to manage multiple priorities.
Advanced Excel and PowerPoint skills; experience with Workiva, Power BI, Workday, and Adaptive Planning is a plus.