Business Line FP&A AVP- Equities

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

Benefits offered by this job

Comprehensive medical, dental & vision coverage

401(k) program

Paid parental leave

Annual discretionary incentive and retention bonus

Job summary

Jefferies is seeking a Business Line FP&A AVP in New York to serve as a dedicated finance partner for their Equities division. This position involves financial planning, reporting, and strategic analysis, enabling impactful decision-making through collaboration with key stakeholders. The ideal candidate will possess over 7 years of relevant FP&A experience, strong financial modeling skills, and proficiency in enterprise planning tools.

The compensation includes a salary range of $150,000–$165,000 complemented by a comprehensive benefits package.

Qualifications

• 7+ years of progressive FP&A experience, preferably in financial services.
• Proficiency in enterprise planning tools and advanced Excel/PowerPoint skills.

Responsibilities

• Own the financial planning cycle for Equities, consolidating forecasts.
• Produce management reporting across revenues, expenses, and balance sheet metrics.
• Prepare executive-ready materials for quarterly reviews.

Skills

FP&A experience

Advanced Excel skills

Financial modeling

Communication skills

Education

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

Tools

Essbase

Power BI

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 one of Jefferies' core business lines—Equities. This role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication.

You’ll work at the intersection of finance and business strategy, collaborating closely with Front Office COOs, Controllers, and the broader FP&A function to deliver accurate, timely insights that drive decision‑making. Beyond day‑to‑day financial management, you’ll play a pivotal role in our Board Enterprise Planning implementation, translating business requirements into scalable reporting solutions and championing technology‑enabled transformation.

Core Responsibilities

• Own the financial planning cycle for your assigned business line (Equities), 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.
• As part of the Board Enterprise Planning implementation efforts, the AVP will translate business requirements into sustainable reporting solutions, 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 communication (written and verbal) 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) a plus but not required.

Location & Compensation

Primary Location: New York. Full Time. Salary Range: $150,000–$165,000.

Benefits

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full‑time employees or part‑time employees scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full‑time employees, paid parental leave.

EEO Statement

We are 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. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. 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, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected under 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.