Prime Pensions, Inc.
Vice President, Financial Planning & Analysis (FP&A)
Prime Pensions, Inc., Florham Park, New Jersey, us, 07932
Overview
The Vice President of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving budgeting, forecasting, financial modeling, and long-term planning. This role partners with the CFO, executive leadership, and Operations teams to deliver clear, actionable insights that inform decision-making and maximize value creation. Responsibilities
Lead all FP&A activities: budgeting, forecasting, variance analysis, and scenario planning. Partner with the CFO and executive leadership to set and execute short- and long-term financial strategies. Build and maintain financial models to evaluate business performance and growth opportunities. Analyze KPIs, operational metrics, and market trends to guide decisions. Prepare and present reports for the Board, private equity sponsors, and key stakeholders. Manage the annual budget process and maintain rolling forecasts. Implement and optimize FP&A systems and tools for better reporting and analysis. Support M&A activity from due diligence to integration and performance tracking. Lead, mentor, and develop a high-performing FP&A team. Qualifications
Bachelors degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA strongly preferred). 10+ years in FP&A, corporate finance, or related roles, with 5+ years in leadership. Proven track record in private equity-backed environments, including sponsor and board engagement. Experience in retirement plan TPA or broader financial services preferred. Advanced financial modeling and analysis skills. History of driving operational and financial improvements. Expertise with FP&A and ERP systems (NetSuite a plus). Exceptional communication and presentation skills. Strong leadership presence with the ability to influence across teams. Benefits
Excellent Compensation 401(k), Employer Contributions Health insurance Dental insurance Life insurance Job Details
Location:
Florham Park, NJ (Remote Option) Reports To:
Chief Financial Officer (CFO) Salary Range:
$155,000 - $205,000 annual Job Type:
Full-time, Hybrid, Remote
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The Vice President of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving budgeting, forecasting, financial modeling, and long-term planning. This role partners with the CFO, executive leadership, and Operations teams to deliver clear, actionable insights that inform decision-making and maximize value creation. Responsibilities
Lead all FP&A activities: budgeting, forecasting, variance analysis, and scenario planning. Partner with the CFO and executive leadership to set and execute short- and long-term financial strategies. Build and maintain financial models to evaluate business performance and growth opportunities. Analyze KPIs, operational metrics, and market trends to guide decisions. Prepare and present reports for the Board, private equity sponsors, and key stakeholders. Manage the annual budget process and maintain rolling forecasts. Implement and optimize FP&A systems and tools for better reporting and analysis. Support M&A activity from due diligence to integration and performance tracking. Lead, mentor, and develop a high-performing FP&A team. Qualifications
Bachelors degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA strongly preferred). 10+ years in FP&A, corporate finance, or related roles, with 5+ years in leadership. Proven track record in private equity-backed environments, including sponsor and board engagement. Experience in retirement plan TPA or broader financial services preferred. Advanced financial modeling and analysis skills. History of driving operational and financial improvements. Expertise with FP&A and ERP systems (NetSuite a plus). Exceptional communication and presentation skills. Strong leadership presence with the ability to influence across teams. Benefits
Excellent Compensation 401(k), Employer Contributions Health insurance Dental insurance Life insurance Job Details
Location:
Florham Park, NJ (Remote Option) Reports To:
Chief Financial Officer (CFO) Salary Range:
$155,000 - $205,000 annual Job Type:
Full-time, Hybrid, Remote
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