Assistant Vice President

Arrow Search Partners; New York (NY); On-site; USD 120,000 - 130,000; Full time

Job summary

A financial services firm located in New York, NY is seeking a skilled financial analyst to manage monthly allocations and support annual budgeting processes. The ideal candidate will have 4-8 years of experience in FP&A or corporate finance, strong analytical skills, and proficiency with financial analysis tools like Tableau. This role offers a salary range of $120,000-$130,000, providing an opportunity to make impactful contributions to budget reviews and strategic discussions.

Qualifications

• 4-8 years of experience in FP&A, corporate finance, or financial analysis.
• Experience supporting corporate functions within financial services.
• Strong experience with budgeting, forecasting, and expense management processes.

Responsibilities

• Prepare financial analysis, presentations, and reporting materials.
• Support the annual budgeting and periodic forecasting processes.
• Monitor monthly expense performance versus budget and forecast.

Skills

Financial analysis

Budgeting

Forecasting

Expense management

Using Tableau

Process improvement

Education

Bachelor's degree

Tools

Tableau

Job description

About The Company

Our client is a financial and real estate services company specializing in equities, investment banking, and fixed income products. The role will manage monthly allocations, support the annual budgeting process, analyze departmental expenses, and produce financial materials.

Responsibilities

• Prepare financial analysis, presentations, and reporting materials used by leadership and senior executives in budget reviews and strategic discussions
• Support the annual budgeting and periodic forecasting processes including maintaining budgeting models and tracking compensation and non‑compensation expenses
• Monitor monthly expense performance versus budget and forecast, analyze key variances, and provide insights to FP&A leadership and business partners
• Analyze and validate operational metrics that drive allocation models and ensure accurate distribution of expenses across business units
• Manage the monthly shared services cost allocation process
• Support the year‑end compensation review process

Requirements

• Bachelor’s degree required
• 4-8 years of experience in FP&A, corporate finance, or financial analysis
• Experience supporting corporate functions within financial services
• Strong experience with budgeting, forecasting, and expense management processes
• Experience preparing financial analysis, presentations, and reporting materials for senior management
• Experience using Tableau or similar data visualization tools
• Experience with automation, AI tools, or process improvement initiatives

Salary Range

$120,000-$130,000