Director, Financial Planning and Analysis (DCF870F)

Referment; Chicago (IL); On-site; USD 150,000 - 230,000; Full time

Job summary

Referment seeks an accomplished Director of Financial Planning and Analysis to partner with institutional markets, drive profitability and growth decisions, and lead FP&A excellence across budgeting, forecasting and strategic analysis. You will mentor a team, influence executives, and collaborate with Corporate Development on strategic opportunities.

The role combines financial modelling, KPI oversight and governance, with a requirement for advanced Excel/Power BI skills and experience with

Qualifications

• 10+ years FP&A with 5+ years in leadership or people management.
• 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 system experience.
• MBA, CPA, CFA or equivalent qualifications are valuable.

Responsibilities

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

Skills

Financial modelling

Forecasting

Analytical skills

Executive communication

Stakeholder influence

Excel

Power BI

Enterprise planning systems

Leadership

Team development

Education

Bachelor's degree in Finance/Accounting/Economics

MBA, CPA or CFA desirable

Tools

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.

#Referment