Confidential
Vice President, Financial Planning and Analysis
Confidential, Stamford, Connecticut, us, 06901
Vice President, Financial Planning and Analysis
About the Company
Expanding financial services company
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Vice President of Financial Planning and Analysis to join their team. The successful candidate will be responsible for providing strategic financial leadership, partnering with the executive team to develop long-term financial strategies, and overseeing the planning and forecasting processes. This role requires the ability to deliver high-impact business performance analysis, and to act as a strategic advisor to department heads, ensuring data-driven decision-making and resource allocation. The VP FP&A will also be instrumental in supporting investor relations and preparing financial materials for executive and board meetings.
Applicants for the VP FP&A position at the company should have a Bachelor's degree in a relevant field, with an MBA or CPA being preferred. A minimum of 10 years' progressive finance experience, including leadership roles in FP&A, is required. The ideal candidate will have a deep understanding of financial modeling, business analytics, and corporate finance, with experience in a US-based bank being highly valued. Strong executive presence, excellent communication and presentation skills, and advanced proficiency in financial systems and Excel are also essential. The role demands a strategic and results-driven individual who can lead a high-performing FP&A team and promote a culture of financial accountability, innovation, and continuous improvement.
Hiring Manager Title CFO
Travel Percent Less than 10%
Functions
Finance
About the Company
Expanding financial services company
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Vice President of Financial Planning and Analysis to join their team. The successful candidate will be responsible for providing strategic financial leadership, partnering with the executive team to develop long-term financial strategies, and overseeing the planning and forecasting processes. This role requires the ability to deliver high-impact business performance analysis, and to act as a strategic advisor to department heads, ensuring data-driven decision-making and resource allocation. The VP FP&A will also be instrumental in supporting investor relations and preparing financial materials for executive and board meetings.
Applicants for the VP FP&A position at the company should have a Bachelor's degree in a relevant field, with an MBA or CPA being preferred. A minimum of 10 years' progressive finance experience, including leadership roles in FP&A, is required. The ideal candidate will have a deep understanding of financial modeling, business analytics, and corporate finance, with experience in a US-based bank being highly valued. Strong executive presence, excellent communication and presentation skills, and advanced proficiency in financial systems and Excel are also essential. The role demands a strategic and results-driven individual who can lead a high-performing FP&A team and promote a culture of financial accountability, innovation, and continuous improvement.
Hiring Manager Title CFO
Travel Percent Less than 10%
Functions
Finance