Equities FP&A AVP - Strategic Finance Partner

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

Benefits offered by this job

Comprehensive benefits package

401(k)

Paid parental leave

Job summary

CFA Institute is seeking a Business Line FP&A AVP in New York to lead the financial planning for the Equities business line. This role requires over 7 years of FP&A experience and proficiency in financial modeling.

The ideal candidate will prepare executive-level materials, conduct variance analysis, and provide insights into revenue dynamics. A Bachelor's degree in a related field is required, and the salary range is $150,000–$165,000. Benefits include comprehensive medical coverage and a 401(k) plan.

Qualifications

• 7+ years of progressive FP&A experience in financial services.
• Ability to manage data efficiently using advanced tools.
• Strong understanding of Capital Markets and expense structures.

Responsibilities

• Own the financial planning cycle for the Equities business line.
• Produce high-quality management reporting with variance analysis.
• Prepare executive-ready materials for quarterly reviews.

Skills

Financial Planning & Analysis

Enterprise planning tools (Essbase, Board, Power BI)

Advanced Excel/PowerPoint skills

Financial modeling

Strong communication skills

Education

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

Job description

CFA Institute is seeking a Business Line FP&A AVP in New York to lead the financial planning for the Equities business line. This role requires over 7 years of FP&A experience and proficiency in financial modeling.

The ideal candidate will prepare executive-level materials, conduct variance analysis, and provide insights into revenue dynamics. A Bachelor's degree in a related field is required, and the salary range is $150,000–$165,000. Benefits include comprehensive medical coverage and a 401(k) plan.