Vp, Fp&A

Jefferies Financial Group • New York, NY

9d

About The Position

Description Role Summary: Support the FP&A team in analyzing, consolidating, reporting, and forecasting firm-wide financials for senior management and the CFO organization. This VP role is responsible for delivering accurate, timely consolidated reporting while working collaboratively across multiple teams including Business Unit FP&A, FP&A Expense Teams, COOs and Controllers. As a strategic partner, the VP position will play a pivotal role in executing our technology transformation roadmap—specifically the implementation of Board Enterprise Planning—while liaising with Front Office COO teams, IT FP&A, and development teams. Core Responsibilities: Firmwide consolidation, reporting, and analytics Consolidate comprehensive financial forecasts across the Firm's budget and outlook, encompassing Investment Banking and Capital Markets revenue-generating businesses, ensuring alignment with firm-wide assumptions and CFO guidance Produce critical management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics, delivering clear variance analysis with meaningful business drivers Prepare executive-ready materials for quarterly reviews (CFO decks, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights Deliver structured business driver analysis examining volume, pricing, mix, market impacts, compensation ratios, and non-compensation trends while proactively identifying risks and opportunities Serve as a trusted analytical partner to the CFO organization, providing responsive support for ad-hoc analyses and fast-turnaround requests tied to strategic initiatives, resource allocation decisions, and critical management questions Process and technology improvement Co- Lead Board Enterprise Planning implementation efforts by translating business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering against the project roadmap while managing timelines, deliverables, and stakeholder expectation Champion continuous improvement of end-to-end planning and reporting processes through standardization, simplification, and best-practice implementation Drive tool and process enhancements that improve efficiency, transparency, and forecast accuracy across the FP&A function Communication and stakeholder management Communicate clearly and confidently with senior stakeholders; present results, drivers, and recommendations in a succinct and structured manner. Build strong working relationships across teams and demonstrate sound judgment in prioritization, escalation, and issue resolution.

Requirements

• +10-15 years of progressive FP&A experience, preferably in financial services
• Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently
• Strong financial modeling, consolidation, and variance analysis capabilities
• Understanding of Investment Banking and Capital Markets business models, revenue drivers, and expense structures
• Project leadership: Proven track record managing cross-functional initiatives with competing priorities
• Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences.
• Collaborative influence: Natural relationship-builder who can partner effectively across organizational boundaries
• Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field

Nice To Haves

• Advanced degree (MBA, CFA) a plus but not required

Responsibilities

• Firmwide consolidation, reporting, and analytics
• Consolidate comprehensive financial forecasts across the Firm's budget and outlook, encompassing Investment Banking and Capital Markets revenue-generating businesses, ensuring alignment with firm-wide assumptions and CFO guidance
• Produce critical management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics, delivering clear variance analysis with meaningful business drivers
• Prepare executive-ready materials for quarterly reviews (CFO decks, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights
• Deliver structured business driver analysis examining volume, pricing, mix, market impacts, compensation ratios, and non-compensation trends while proactively identifying risks and opportunities
• Serve as a trusted analytical partner to the CFO organization, providing responsive support for ad-hoc analyses and fast-turnaround requests tied to strategic initiatives, resource allocation decisions, and critical management questions
• Process and technology improvement Co- Lead Board Enterprise Planning implementation efforts by translating business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering against the project roadmap while managing timelines, deliverables, and stakeholder expectation
• Champion continuous improvement of end-to-end planning and reporting processes through standardization, simplification, and best-practice implementation
• Drive tool and process enhancements that improve efficiency, transparency, and forecast accuracy across the FP&A function
• Communication and stakeholder management
• Communicate clearly and confidently with senior stakeholders; present results, drivers, and recommendations in a succinct and structured manner.
• Build strong working relationships across teams and demonstrate sound judgment in prioritization, escalation, and issue resolution.

What This Job Offers

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