VP, FP&A

Focus Financial Partners • St. Louis, MO

1d • Onsite

About The Position

The VP of FP&A is a senior finance leader that will report to the Head of FP&A and lead enterprise-wide FP&A efforts around budgeting, planning, annual forecasting and management reporting for Focus. This role will partner closely with business unit and corporate finance teams as well as business and functional leaders to build scalable and consistent processes and drive deeper insights and predictive measurements of performance.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or related finance field
• 15+ years of progressive experience in FP&A, corporate finance or related roles
• Demonstrated expertise in wealth management, RIAs, private banking, asset management, or broader financial services.
• Experience working in large, complex organizations (both public and private)
• Excellent executive presence, communication, collaboration, and leadership skills
• Strong problem-solving skills with the ability to exercise sound judgement and make decisions
• Advanced proficiency in financial systems
• Advanced Excel skills required

Nice To Haves

• working knowledge of VBA, macros and business intelligence (BI) tools
• MBA in Finance
• Familiarity with cloud data platforms
• Familiarity with TM1, Workday ERP and Adaptive Planning

Responsibilities

• Lead company-wide annual budgeting, forecast and strategic plan which includes the long-range planning process in coordination with business units, strategy team and corporate teams
• Deliver enterprise monthly financial reporting packages to management and the Board with clear interpretation and actionable insights
• Develop and analyze key performance indicators and trends across Focus and business units
• Help translate performance and data into strategic recommendations and business narratives.
• Enhance FP&A tools, systems and process to drive further automation and AI opportunities
• Monitor actual results to budget, forecast and prior-year performance to identify variances and recommend actions
• Perform benchmarking analysis on other industry participants for comparative performance measurement
• Support Board presentations, M&A activities and other special projects as needed
• Ensure financial analysis and reporting meet industry standards and regulatory requirements
• Lead, develop and mentor FP&A team to achieve goals and objectives

Benefits

• medical
• dental
• vision
• life insurance
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 1,001-5,000 employees