Business Planning & Analysis

Nomura Holdings, Inc.; Philadelphia (Philadelphia County); On-site; USD 175,000 - 185,000; Full time

Benefits offered by this job

Sign-on bonus

401(k) eligibility

Paid time off

Medical benefits

Job summary

Nomura Holdings, Inc. in the United States seeks a Vice President of Business Planning & Analysis to partner with the CFO and senior leadership.

You will lead budgeting, strategic planning, and management reporting, delivering insights that guide capital allocation and performance across NAM International. This role offers high visibility, broad cross-functional collaboration, and the chance to shape major business initiatives while mentoring junior staff and driving efficiency through

Qualifications

• 8+ years of progressive experience within investment management, asset management or financial services consulting.
• Experience managing, developing and coaching junior employees.
• Demonstrated expertise in budgeting, forecasting, financial modeling, and P&L management within investment management or related industries.
• Strong understanding of core accounting concepts, including accruals, capitalization and amortization.
• Track record of leading complex, cross-functional initiatives from concept through implementation.
• Ability to maintain confidentiality, think laterally and solve problems independently, while working cohesively as part of a larger team.
• Excellent written, oral and interpersonal communication skills and the ability to effectively interact with stakeholders across the organization.
• Strong organizational and time management skills with ability to manage multiple priorities, meet deadlines, and drive accountability.
• Comfortable with ambiguity and the ability to thrive in a fast-paced, dynamic environment.
• Consistently able to work under tight timelines with a high attention to detail.
• Advanced proficiency with Microsoft Excel and PowerPoint (financial modeling, complex analysis, data management, executive presentation formats)

Responsibilities

• Lead the annual budgeting and strategic planning process for the organization, with responsibility for consolidating direct business activities and corporate support functions.
• Coordinate monthly financial reports including variance analysis and commentary, for the CFO and executive leadership team.
• Prepare budget templates and collaborate with the senior management team in developing staffing requirements and expense projections.
• Oversee the expense allocation calculation and distribution processes for shared internal resources and corporate overhead costs.
• Provide monthly and quarterly variance analysis and tracking reports to department managers.
• Review vendor agreements and contract terms to determine expense recognition, accrual schedules and allocation rates with the accounting team.
• Develop fully allocated income statements for investment teams (profit centers).
• Assist corporate finance groups with consolidating NAM International financial information.
• Provide financial analysis, modeling and decision support for special projects and ad-hoc requests.
• Identify opportunities for process improvements; leverage technology to reduce manual routines.
• Develop specialized reporting metrics, KPI’s and impact measurements for department investments.

Skills

Budgeting

Forecasting

Financial modeling

P&L management

Stakeholder management

Excel

PowerPoint

Accounting basics

Leadership coaching

Tools

Excel

PowerPoint

Job description

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The pay range for this position at commencement of employment is expected to be between $175.000 and $185.000 per year* (see below footnote for additional compensation and benefits information).

Company Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporations and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do. For further information about Nomura, visit www.nomura.com

Division Overview: NAM International

The NAM International business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit strategies. Supported by disciplined and tenured investment professionals, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.

Role Description:

We're seeking a Vice President of Business Planning & Analysis to serve as a trusted partner to the CFO and senior leadership within the organization. This role covers a wide range of financial functions, including strategic planning, budgeting, management reporting, financial analysis and modeling. This role offers exceptional visibility across the organization and direct partnership with senior leadership.

In this dynamic role, you will:

Financial Reporting & Business Planning

(~70% of role)

• Lead the annual budgeting and strategic planning process for the organization, with responsibility for consolidating direct business activities and corporate support functions.


• Coordinate monthly financial reports including variance analysis and commentary, for the CFO and executive leadership team.


• Prepare budget templates and collaborate with the senior management team in developing staffing requirements and expense projections.


• Oversee the expense allocation calculation and distribution processes for shared internal resources and corporate overhead costs.


• Provide monthly and quarterly variance analysis and tracking reports to department managers.


• Review vendor agreements and contract terms to determine expense recognition, accrual schedules and allocation rates with the accounting team.


• Develop fully allocated income statements for investment teams (profit centers).


• Assist corporate finance groups with consolidating NAM International financial information.

Strategic Initiatives & Projects

(~20% of role)

• Provide financial analysis, modeling and decision support for special projects and ad-hoc requests.


• Identify opportunities for process improvements; leverage technology to reduce manual routines.


• Develop specialized reporting metrics, KPI’s and impact measurements for department investments. (technology, etc)

Executive Communication & Stakeholder Management

(~10% of role)

• Function as a trusted advisor to corporate functions, facilitating alignment and collaboration with organizational goals and objectives.


• Translate intricate financial, strategic and operational data into clear, actionable insights for senior management.


• Cultivate strong partnerships and relationships across all organizational levels.

Skills, experience, qualifications and knowledge required:

• 8+ years of progressive experience within investment management, asset management or financial services consulting.


• Experience managing, developing and coaching junior employees.


• Demonstrated expertise in budgeting, forecasting, financial modeling, and P&L management within investment management or related industries.


• Strong understanding of core accounting concepts, including accruals, capitalization and amortization.


• Track record of leading complex, cross-functional initiatives from concept through implementation.


• Ability to maintain confidentiality, think laterally and solve problems independently, while working cohesively as part of a larger team. Must possess a keen sense of intellectual curiosity.


• Excellent written, oral and interpersonal communication skills and the ability to effectively interact with stakeholders across the organization.


• Strong organizational and time management skills with ability to manage multiple priorities, meet deadlines, and drive accountability.


• Comfortable with ambiguity and the ability to thrive in a fast-paced, dynamic environment.


• Consistently able to work under tight timelines with a high attention to detail.


• Advanced proficiency with Microsoft Excel and PowerPoint (financial modeling, complex analysis, data management, executive presentation formats)


• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.


• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.


• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.


• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.


• Inclusion: Foster a culture of inclusion and psychological safety in the workplace and cultivate a \"Risk Culture\" (Challenge, Escalate and Respect).

*base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign‑on bonus, restricted stock units, and discretionary awards, in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits (such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired in the U.S., employee will be in an \"at-will position\" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.