VP, Planning and Analysis

NFP Corp•New York, NY

1d•Onsite

About The Position

The AVP of FP&A will serve as a strategic finance leader, responsible for translating financial and operational data into actionable insights across all business lines, enhancing decision-making through data and modeling, supporting strategic initiatives, improving profitability, strengthening performance management across the organization and establishing scalable FP&A processes to support the firm’s continued growth. This role partners closely with the CFO and Executive Leadership, Sales Management, Finance, Operations, MassMutual, and NFP/Aon stakeholders to provide forward-looking analysis, performance management, forecasting, and strategic decision support.

Requirements

8+ years of progressive experience in FP&A, Strategic Finance, Business Analytics, Corporate Finance, Consulting, Investment Banking, or related disciplines
Experience supporting executive leadership and business decision-making
Demonstrated experience in budgeting, forecasting, and financial modeling
Experience developing KPI frameworks and management reporting
Experience partnering with operational leaders and influencing decisions through data and analysis
Experience leading strategic initiatives and cross-functional projects
Advanced financial modeling and analytical capabilities
Strong understanding of revenue drivers, margin dynamics, and business unit economics
Expertise in budgeting, forecasting, and long-range planning
Ability to translate complex financial data into clear, actionable insights
Advanced proficiency in Excel and financial systems; experience with BI tools a plus
Strong communication and presentation skills, particularly with senior stakeholders
Facilitation and stakeholder management
Strategic Curiosity: Demonstrates a desire to understand how the business operates, what drives performance, and where opportunities exist to improve outcomes.
Business Partnership: Builds trusted relationships across the organization and seeks to understand stakeholder needs while balancing enterprise objectives.
Ownership Mentality: Takes accountability for outcomes and drives solutions through completion.
Continuous Improvement: Challenges existing processes and actively seeks opportunities to improve efficiency, reporting, decision-making, and scalability.
Executive Presence: Communicates with confidence, clarity, and professionalism while effectively engaging leaders at all levels of the organization.
Proactive & Forward-Looking: Anticipates issues and identifies opportunities ahead of time
Analytical Rigor: Applies disciplined analysis and sound judgment to evaluate information and develop recommendations.
Collaboration: Works effectively across functional boundaries and fosters a team-oriented approach to solving business challenges.
Adaptability: Thrives in a dynamic environment and effectively balances strategic priorities with evolving business needs.
Agility: Effectively navigates changing priorities, shifting business needs, and evolving market conditions while maintaining a high level of execution and partnership with stakeholders
Bachelor’s degree in Finance, Accounting, or related field required

Nice To Haves

M&A, integration, or corporate development experience preferred
Insurance, wealth management, financial services, distribution, or advisory industry experience preferred
MBA, CFA, CPA or other advanced finance designation strongly preferred

Responsibilities

Supports the organization's budgeting, forecasting, and long-range planning processes to support strategic decision-making and resource allocation.
Serve as a strategic business partner to leadership by evaluating growth opportunities, supporting key initiatives, and providing data-driven recommendations.
Deliver actionable financial and operational insights that help executive leadership understand business performance, identify opportunities, and mitigate risks.
Partner across Finance to develop and maintain enterprise performance management reporting to provide visibility into organizational, advisor, recruiting, and financial outcomes.
Deliver analytics related to Relationship Manager productivity, profitability, recruiting effectiveness, advisor economics, and business performance.
Support mergers, acquisitions, and integration activities through financial analysis, performance tracking, business case development, and value realization reporting.
Partner with Finance Operations, Controllership, and Data Strategy & Automation to improve reporting capabilities, streamline processes, and enhance organizational decision-making.
Build a scalable Planning & Analysis function that promotes financial discipline, operational transparency, accountability, and a culture of data-driven decision-making.