VP Financial Planning & Analysis

NewEdge Capital Group•New York, NY

8d•Hybrid

About The Position

The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands-on professional who can work closely with the firm’s senior leadership, a seasoning team of analytic staffers and a substantial group of sophisticated investors and lenders.

Requirements

4-year bachelor’s degree in business or finance.
10+ years of progressive experience in FP&A, including direct executive and board exposure.
Demonstrated leadership experience managing financial planning and analysis processes and staff, with a hands-on approach to owning the analysis rather than just overseeing it
Deep expertise in three-statement modeling, forecasting and long-range financial planning, with the ability to build models from scratch and translate complex financial data into clear, actionable insight for executive leadership
Proven experience managing capital structure, lender relationships and credit-agreement compliance, ideally within a leveraged or private-equity-backed environment
Strong executive presence, with experience presenting financial results, forecasts and strategic recommendations directly to executive leadership, the board and lenders
Exceptional analytical skills, strategic thinking and decision-making ability
Extremely organized with strong attention to detail; ability to work in a conscientious, consistent and thorough manner
Strong communication skills – written and oral
High level of interpersonal skills; ability to collaborate across departments
Expert skills in Excel, including complex financial-modeling; experience with FP&A or BI tools (e.g. Power BI, Microsoft Dynamics) a plus

Nice To Haves

MBA highly preferred.
Experience in the financial services sector, with asset & wealth management experience a real plus

Responsibilities

Lead and develop the FP&A team, providing hands-on oversight and dedicated mentoring
Lead all budgeting processes, forecasting and management/board reporting, ensuring information that is accurate, telling and timely
Drive strategic analysis and planning; lead ad-hoc analysis and research initiatives to support and inform strategic decision-making
Manage capital structure; monitor and maintain the company’s capital structure to align with strategic objectives
Lead engagements with lenders, ensuring compliance with credit agreements and fostering strong relationships
Drive process and data improvements, including oversight of a significant data warehouse buildout
Collaborate with accounting to ensure data integrity and alignment
Partner directly with the CFO and executive leadership team on company-wide financial strategy, KPI development and regularly evolving performance-reporting