Business Line FP&A AVP- Equities

CFA Institute; New York (NY); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k)

Paid parental leave

Job summary

CFA Institute is seeking a Business Line FP&A AVP in New York to lead the financial planning for the Equities business line. This role requires over 7 years of FP&A experience and proficiency in financial modeling.

The ideal candidate will prepare executive-level materials, conduct variance analysis, and provide insights into revenue dynamics. A Bachelor's degree in a related field is required, and the salary range is $150,000–$165,000. Benefits include comprehensive medical coverage and a 401(k) plan.

Qualifications

• 7+ years of progressive FP&A experience in financial services.
• Ability to manage data efficiently using advanced tools.
• Strong understanding of Capital Markets and expense structures.

Responsibilities

• Own the financial planning cycle for the Equities business line.
• Produce high-quality management reporting with variance analysis.
• Prepare executive-ready materials for quarterly reviews.

Skills

Financial Planning & Analysis

Enterprise planning tools (Essbase, Board, Power BI)

Advanced Excel/PowerPoint skills

Financial modeling

Strong communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Job description

Job Description

As a key member of the FP&A team, the Business Line FP&A AVP will serve as the dedicated finance partner for the Equities business line. The role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication.

Core Responsibilities

• Own the financial planning cycle for the assigned business line, consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation.
• Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance‑sheet/capital metrics with clear, insight‑driven variance analysis.
• Prepare executive‑ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights.
• Act as a trusted finance advisor to the business line, providing responsive, high‑quality analysis for strategic initiatives, resource planning, and time‑sensitive management questions.
• Translate business requirements into sustainable reporting solutions as part of the Board Enterprise Planning implementation, problem‑solving technical challenges, and delivering the project roadmap.
• Communicate clearly and confidently with senior stakeholders.
• Build influential cross‑functional relationships across FP&A, Front Office COOs, Controllers, IT, and business teams, demonstrating sound judgment in prioritization, escalation, and issue resolution.

Qualifications

• +7 years of progressive FP&A experience, preferably within financial services.
• Proficiency in enterprise planning tools (Essbase, Board, Power BI highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, Power Query) to manage data efficiently.
• Strong financial modeling, consolidation, and variance analysis capabilities.
• Understanding of Capital Markets business models, revenue drivers, and expense structures.
• Strong written and verbal communication skills, with the ability to turn complex analysis into clear messaging for senior audiences.

Education

Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field. Advanced degree (MBA, CFA) is a plus but not required.

Location & Compensation

Primary Location: New York. Full‑time salary range of $150,000–$165,000.

Benefits

Jefferies offers a comprehensive benefits package to eligible, full‑time employees, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off (vacation, sick leave, holidays); and paid parental leave. Employees also receive an annual discretionary incentive and retention bonus.

EEO Statement

Jefferies is committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.