VP Financial Planning & Analysis
$225,000–$275,000 year
On-siteStamford, Connecticut, United States
Job Summary
Lead the FP&A team with hands-on oversight and dedicated mentoring while driving budgeting, forecasting, and management/board reporting. Manage capital structure, monitor lender relationships, and ensure compliance with credit agreements. Partner directly with executive leadership on company-wide financial strategy, KPI development, and performance reporting. Drive process improvements, including oversight of a significant data warehouse buildout, and collaborate with accounting to ensure data integrity. Present financial results and strategic recommendations to the board and lenders. Requires 10+ years of FP&A experience, including direct executive and board exposure, with an MBA highly preferred. Based in Pittsburgh, New York City, or Stamford, CT, with an in-office expectation of 3-4 days per week.
Required Qualifications
- 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
- Experience in the financial services sector
- Asset & wealth management experience
- Expert skills in Excel, including complex financial-modeling
- Experience with FP&A or BI tools (e.g. Power BI, Microsoft Dynamics)
- 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
- Location: This position can be based in Pittsburgh, New York City or Stamford, CT, with an in-office expectation of 3-4 days / week
Desired Qualifications
- MBA highly preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.