Financial Planning and Analysis Vice President (FP&A)

Social Capital Resources; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A top-tier investment management company in Midtown, Manhattan is looking for an FP&A Manager to oversee financial planning and analysis. The role requires at least 10 years of experience, focusing on developing financial strategies, leading budgeting processes, and supporting ERP implementations. Candidates should possess a Bachelor’s degree in Accounting or Finance, with advanced qualifications being a plus. This full-time position promises to be strategically vital for the firm's financial operations.

Qualifications

• 10+ years of relevant work experience.
• 5+ years of progressive experience in FP&A, preferably in financial services.
• Experience with ERP implementation is a plus.

Responsibilities

• Financial planning and analysis aligned with strategic objectives.
• Develop rolling forecasts for accurate financial projections.
• Co-lead the annual budgeting process with key stakeholders.
• Support treasury operations including cash flow forecasting.

Skills

Financial modeling & forecasting

GAAP knowledge

Organizational skills

Relationship building

Education

Bachelor’s degree in Accounting or Finance

MBA, CFA, or CPA

Tools

Excel

PowerBI

Adaptive Insights

ERP systems

Job description

Top-Tier Investment Management Company in Midtown, Manhattan is seeking an FP&A Manager for a full-time position!

Responsibilities:

• Financial planning and analysis, ensuring alignment with the firm's strategic objectives and operational efficiency
• Develop and maintain rolling forecasts to provide accurate financial projections for both short-term and long-term planning.
• Co-lead the annual budgeting process, ensuring cross-functional alignment with key stakeholders.
• Play a key role in the selection, coordination and implementation of a new team and Enterprise Resource Planning (ERP) system.
• Support treasury operations, including cash flow forecasting, liquidity planning, and financial risk management.
• Collaborate with senior leadership to develop financial strategies, performance metrics, and reporting frameworks that drive firm-wide decision-making.
• Monitor department budgets, ensuring financial discipline and providing insights for cost management.
• Conduct comprehensive financial analysis, including but not limited to variance analysis, cost analysis, profitability analysis, and financial modeling.
• Partner with the HR team to analyze and evaluate compensation structures to ensure market competitiveness and internal equity.

Qualifications:

• Bachelor’s degree in Accounting or Finance
• MBA, CFA, or CPA a plus
• 10+ years of relevant work experience.
• 5+ years of progressive experience in FP&A, preferably in financial services.
• Strong GAAP knowledge and familiarity with major ERP systems
• Experience with ERP implementation is a plus
• Proficiency in financial modeling & forecasting (Excel, PowerBI, Adaptive Insights, or similar tools).
• Deep understanding of generally accepted accounting principles (GAAP).
• Ability to establish and maintain effective relationships across all levels of the firm.
• Strong organizational skills and attention to detail.