Director Jobs

About The Position

Requirements

• Bachelor's degree in Finance, Accounting, Economics or a related discipline.
• 10+ years of progressive FP&A, finance or business analysis experience.
• 5+ years in leadership or people management roles.
• Experience supporting capital markets, brokerage, institutional trading, securities financing, prime brokerage, fixed income or equities businesses.
• Advanced financial modelling, forecasting and analytical skills.
• Strong executive communication and presentation capabilities.
• Demonstrated ability to influence senior stakeholders and drive business decisions.
• Advanced proficiency with Excel, Power BI and enterprise planning systems.

Nice To Haves

• MBA, CPA, CFA or equivalent professional qualification.
• Experience within a publicly traded or highly regulated financial services environment.
• M&A, corporate development or transaction advisory experience.
• Experience with Oracle EPM, Hyperion or similar planning platforms.

Responsibilities

• Act as the primary FP&A partner for the Institutional Fixed Income, Prime Services and Equities businesses.
• Build trusted relationships with senior business leaders and provide financial guidance to support strategic decision-making.
• Evaluate business performance drivers, market opportunities, pricing initiatives and growth strategies.
• Support strategic projects, new business initiatives, product launches and investment decisions through financial modelling and analysis.
• Deliver actionable recommendations to improve profitability, operating leverage and return on capital.
• Lead annual budget, rolling forecast and long-range planning processes for assigned businesses.
• Develop detailed revenue, expense, headcount and capital forecasts.
• Partner with business leaders to identify risks and opportunities affecting financial performance.
• Drive accountability for financial commitments and forecast accuracy.
• Develop scenario analyses and stress-testing models to support decision-making.
• Lead the preparation and presentation of monthly and quarterly business performance reviews.
• Develop executive-level reporting packages that clearly communicate financial results, KPIs, operational metrics and business trends.
• Perform detailed variance analysis against budget, forecast, prior year and strategic targets.
• Identify key business drivers and provide insightful commentary for executive management.
• Support Board, Executive Committee and senior leadership reporting requirements.
• Partner with Regulatory Reporting, Finance, Compliance and Legal teams to support regulatory filing requirements.
• Provide financial analysis and supporting schedules for regulatory submissions.
• Assist with capital, liquidity and profitability reporting requirements impacting institutional businesses.
• Ensure consistency between management reporting and regulatory reporting frameworks.
• Support responses to regulatory inquiries and audits as required.
• Work closely with the Corporate Development team on acquisitions, divestitures, strategic investments and partnership opportunities.
• Support financial due diligence activities and business case development.
• Develop valuation, synergy, accretion/dilution and return analyses.
• Assist in post-acquisition integration tracking and performance measurement.
• Provide financial modelling and strategic analysis for corporate development initiatives.
• Develop and maintain performance dashboards, management reports and KPI scorecards.
• Analyze revenue trends, client activity, balances, financing spreads, execution volumes and operating expenses.
• Drive continuous improvement of reporting processes and analytical capabilities.
• Leverage financial systems and business intelligence tools to improve reporting efficiency and insight generation.
• Lead, mentor and develop FP&A professionals.
• Promote a high-performance, collaborative culture focused on accountability and continuous improvement.
• Implement best practices in financial planning, forecasting and business analysis.
• Serve as a key leader within the broader Finance organization

Benefits

• full range of medical, financial, and/or other benefits, dependent on the position