Director, Financial Planning and Analysis (5F6FEE6)

Referment; Chicago (IL); On-site; USD 180,000 - 260,000; Full time

Job summary

Referment seeks a Director of Financial Planning and Analysis to lead finance partnership across institutional fixed income, prime services, clearing and equities. You will guide senior leaders on profitability, capital allocation and growth, translating complex data into strategic actions.

The role includes regulatory support and corporate development collaboration, with building a high-performing FP&A team.

Qualifications

• 10+ years of FP&A, finance or business-analysis experience with 5+ years in leadership.
• Direct experience supporting capital markets, institutional brokerage, or equities.
• Advanced financial modelling, forecasting and analytical skills.
• Executive communication and stakeholder influence to shape decisions.
• Advanced Excel and Power BI with enterprise planning systems.
• Bachelor's degree in finance, accounting, economics or related discipline.

Responsibilities

• Act as lead FP&A partner to institutional markets businesses and advise senior stakeholders.
• Lead annual budgeting, rolling forecasts and long-range planning for revenue, expenses, headcount and capital.
• Develop scenario and stress-testing models and improve forecast accountability.
• Prepare executive monthly/quarterly reviews on results, KPIs and drivers.
• Support regulatory reporting with capital, liquidity and profitability analysis.
• Partner with Corporate Development on acquisitions, investments and due diligence.
• Improve dashboards and reporting through financial systems and BI tools.
• Lead, mentor and develop FP&A team members.

Skills

Leadership

Stakeholder influence

Financial modelling

Forecasting

Excel

Power BI

Enterprise planning systems

Education

Bachelor's degree in finance, accounting, economics or related discipline

MBA

CPA

CFA

Tools

Power BI

Excel

Oracle EPM

Hyperion

Job description

Referment is working with a global financial services business seeking a Director of Financial Planning and Analysis to lead finance partnership across institutional fixed income, prime services, clearing and equities.

This is a senior, commercially focused finance role spanning strategic analysis, planning, performance management, regulatory support and corporate development. You will advise business leaders and executive management, translating complex financial and operating data into decisions on profitability, capital allocation and growth. The remit also includes leadership and development of FP&A professionals.

The Role

• Act as the lead FP&A partner to several institutional markets businesses, advising senior stakeholders on performance, pricing, investment and growth decisions.
• Lead annual budgeting, rolling forecasts and long-range planning, covering revenue, expenses, headcount and capital.
• Develop scenario and stress‑testing models, identify performance risks and opportunities, and improve forecast accountability.
• Prepare executive‑level monthly and quarterly reviews covering financial results, KPIs, operating metrics and key business drivers.
• Support regulatory reporting with analysis of capital, liquidity and profitability, working alongside Finance, Compliance and Legal.
• Partner with Corporate Development on acquisitions, investments and strategic opportunities, including valuation, due diligence and post‑deal tracking.
• Improve dashboards, management reporting and analytical capability through financial systems and business‑intelligence tools.
• Lead, mentor and develop FP&A team members.

What We're Looking For

• At least ten years of progressive FP&A, finance or business‑analysis experience, including five or more years in leadership or people management.
• Direct experience supporting capital markets, institutional brokerage, securities financing, prime brokerage, fixed income or equities.
• Advanced financial modelling, forecasting and analytical skills.
• The executive communication and stakeholder influence needed to shape senior business decisions.
• Advanced Excel and Power BI capability, together with experience of enterprise planning systems.
• A bachelor's degree in finance, accounting, economics or a related discipline.

An MBA, CPA, CFA or equivalent qualification would be valuable, as would experience in a listed or highly regulated financial‑services environment. M&A, corporate‑development and Oracle EPM or Hyperion exposure are also useful.

This could suit an established FP&A Director or senior finance business partner from institutional markets who combines technical depth with team leadership and credible executive engagement.

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