Director of FP&A, Institutional Markets & Strategy

UNAVAILABLE; Kansas City (MO); On-site; USD 180,000 - 200,000; Full time

Job summary

StoneX Group is seeking a Director of Financial Planning & Analysis to lead strategic financial planning, budgeting and performance management for Institutional Fixed Income, Prime Services, and Equities. You will partner with senior leaders to drive profitability, capital discipline and data-driven decision making across multiple business lines.

The role requires 10+ years FP&A, 5+ years in leadership, and strong expertise in forecasting, modelling and executive communication.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or a related discipline.
• 10+ years of progressive FP&A, finance or business analysis experience.
• 5+ years in leadership or people management roles.
• Experience supporting capital markets, brokerage, institutional trading, securities financing, prime brokerage, fixed income or equities businesses.
• Advanced financial modelling, forecasting and analytical skills.
• Strong executive communication and presentation capabilities.
• Demonstrated ability to influence senior stakeholders and drive business decisions.
• Advanced proficiency with Excel, Power BI and enterprise planning systems.

Responsibilities

• Act as the primary FP&A partner for Institutional Fixed Income, Prime Services and Equities businesses.
• Build trusted relationships with senior business leaders and provide financial guidance to support strategic decision-making.
• Evaluate business performance drivers, market opportunities, pricing initiatives and growth strategies.
• Support strategic projects, new business initiatives, product launches and investment decisions through financial modelling and analysis.
• Deliver actionable recommendations to improve profitability, operating leverage and return on capital.
• Lead annual budget, rolling forecast and long-range planning processes for assigned businesses.
• Develop detailed revenue, expense, headcount and capital forecasts.
• Partner with business leaders to identify risks and opportunities affecting financial performance.
• Drive accountability for financial commitments and forecast accuracy.
• Develop scenario analyses and stress-testing models to support decision-making.
• Lead the preparation and presentation of monthly and quarterly business performance reviews.
• Develop executive-level reporting packages that clearly communicate financial results, KPIs, operational metrics and business trends.
• Perform detailed variance analysis against budget, forecast, prior year and strategic targets.
• Identify key business drivers and provide insightful commentary for executive management.
• Support Board, Executive Committee and senior leadership reporting requirements.
• Partner with Regulatory Reporting, Finance, Compliance and Legal teams to support regulatory filing requirements.
• Provide financial analysis and supporting schedules for regulatory submissions.
• Assist with capital, liquidity and profitability reporting requirements impacting institutional businesses.
• Ensure consistency between management reporting and regulatory reporting frameworks.
• Support responses to regulatory inquiries and audits as required.
• Work closely with the Corporate Development team on acquisitions, divestitures, strategic investments and partnership opportunities.
• Support financial due diligence activities and business case development.
• Develop valuation, synergy, accretion/dilution and return analyses.
• Assist in post-acquisition integration tracking and performance measurement.
• Provide financial modelling and strategic analysis for corporate development initiatives.
• Develop and maintain performance dashboards, management reports and KPI scorecards.
• Analyze revenue trends, client activity, balances, financing spreads, execution volumes and operating expenses.
• Drive continuous improvement of reporting processes and analytical capabilities.
• Leverage financial systems and business intelligence tools to improve reporting efficiency and insight generation.
• Lead, mentor and develop FP&A professionals.
• Promote a high-performance, collaborative culture focused on accountability and continuous improvement.
• Implement best practices in financial planning, forecasting and business analysis.

Skills

Leadership

Financial modelling

Forecasting

Executive communication

Strategic partnership

Financial analysis

Stakeholder management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Power BI

Oracle EPM

Hyperion

Job description

StoneX Group is seeking a Director of Financial Planning & Analysis to lead strategic financial planning, budgeting and performance management for Institutional Fixed Income, Prime Services, and Equities. You will partner with senior leaders to drive profitability, capital discipline and data-driven decision making across multiple business lines.

The role requires 10+ years FP&A, 5+ years in leadership, and strong expertise in forecasting, modelling and executive communication.