Financial Planning and Analysis Strategic Finance Leader to the CFO

Coda Search│Staffing; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Join a leading firm as an FP&A Manager, where you will directly influence financial strategy and transformation. This role offers a unique opportunity to partner with the CFO and senior leadership, driving impactful decisions and shaping the future of finance. With a focus on innovation and optimization, your expertise in budgeting, forecasting, and financial modeling will be crucial. This is not just a job; it's a launchpad to leadership, providing high visibility and the chance to leave a lasting legacy.

Qualifications

• 10+ years of experience in corporate finance, with at least 5 in FP&A.
• ERP implementation experience preferred.

Responsibilities

• Advise the CFO on financial strategy and growth opportunities.
• Design and lead forecasting and modeling engines.
• Manage liquidity and risk through treasury support functions.

Skills

Budgeting

Forecasting

Financial Modeling

Analytical Skills

Communication

Education

Bachelor’s degree in Finance or Accounting

MBA

CPA

CFA

Tools

Excel

Power BI

Adaptive Insights

Job description

FP&A Manager – Strategic Finance Leader to the CFO

Reporting to: CFO, Corporate Accounting

Level: Senior | Category: Finance Strategy & Transformation

Redefine the Future of Finance.

Step into a career-defining role as FP&A Manager, where finance meets vision, and strategy meets execution. Reporting directly to the CFO of Corporate Accounting, this is not your typical FP&A role—it’s a seat at the table, a mandate to influence, and a rare opportunity to shape the financial backbone of a dynamic, forward-looking firm.

We’re not just looking for a number-cruncher. We want a strategic architect—someone who thrives on complexity, drives transformation, and commands the respect of the boardroom. This is your chance to leave a legacy.

What You’ll Own

• Advise the CFO and senior leadership on firm-wide financial strategy, performance, and growth opportunities.
• Design and lead dynamic forecasting and modeling engines that power decision-making across the enterprise.
• Command the annual budget process, aligning capital with vision and galvanizing cross-functional buy-in at every level.
• Partner with HR to shape compensation strategy that is as smart as it is equitable—ensuring we reward impact, not just effort.
• Lead the ERP revolution—drive the planning and implementation of a next-gen system that will redefine how we work.
• Manage liquidity and risk with surgical precision through treasury support functions like cash flow forecasting and liquidity strategy.
• Deliver executive-ready dashboards and insights that translate complexity into clarity—and drive immediate action.
• Ignite transformation by identifying inefficiencies, optimizing processes, and championing innovation.

What Sets You Apart

• 10+ years of experience in corporate finance, with at least 5 in FP&A—ideally in top-tier financial services or asset management firms.
• A Bachelor’s degree in Finance or Accounting; MBA, CPA, or CFA preferred.
• Mastery in budgeting, forecasting, financial modeling, and enterprise-level financial strategy.
• ERP implementation experience (bonus points if you’ve led the charge).
• Exceptional fluency in Excel, Power BI, Adaptive Insights, or similar FP&A platforms.
• A storyteller with data. A strategist with numbers. A trusted advisor to leadership.
• Laser-sharp analytical instincts. Impeccable executive presence. Unshakable integrity.

Why This Role? Why Now?

Direct access to the CFO and the most senior decision-makers in the firm

Be the engine behind transformation, including ERP modernization and new performance frameworks

High-impact visibility across Finance, HR, Treasury, and Operations

Growth, influence, and prestige—build your legacy in a firm that’s investing in the future of finance

This isn’t just another FP&A role. It’s a launchpad to leadership.

If you're ready to take your career—and a company—to the next level, I want to hear from you.