FP&A AVP - Markets (FID & EQ) Reporting & Planning

Perennial Resources International; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Perennial Resources International is seeking an AVP to support Markets FP&A for Fixed Income and Equities across the firm. The role emphasizes timely month-end deliverables, revenue/expense reporting, and senior management presentations.

Collaboration with COOs, Product Control, and head office (Japan) is essential. The ideal candidate has FP&A or finance experience covering FID/EQ businesses and can manage recurring processes with strong attention to detail and communication skills.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• 3–5 years of financial services experience, including 2+ years in FP&A, product control or financial analysis
• Experience supporting Fixed Income and/or Equities businesses in a finance role strongly preferred
• Working knowledge of FID and EQ products and their revenue/expense drivers
• Advanced Excel and PowerPoint; experience with OneStream, Hyperion, Anaplan or PeopleSoft
• Understanding of income statement data across business line, desk, entity and head office reporting dimensions
• Strong attention to detail and ability to manage recurring deadlines with minimal supervision
• Clear communicator with strong problem-solving skills

Responsibilities

• Produce monthly FID and EQ deliverables including month-end actuals and reporting.
• Prepare senior management presentations and ad hoc analysis on revenue and cost drivers by desk and product.
• Support weekly/monthly forecast and annual budget for FID and EQ.
• Perform plan, forecast and YoY variance analysis with front office and Product Control.
• Analyze direct and allocated expenses; support monthly cost reviews with COOs.
• Maintain reporting standards and data integrity per HO (Japan) requirements.
• Maintain hierarchies and mappings across systems.
• Support monthly allocations and inter-entity reconciliations across Americas entities.
• Help streamline and automate reporting, forecasting and budgeting (OneStream).
• Respond to ad hoc requests from HO (Japan) and LOB leads

Skills

FP&A experience

Finance analysis

Attention to detail

Stakeholder partnering

Strong communication

Education

Bachelor’s degree in finance or related field

CPA/CFA a plus

Tools

OneStream

Hyperion

Anaplan

PeopleSoft

Power BI

SQL

Python

Job description

Perennial Resources International is seeking an AVP to support Markets FP&A for Fixed Income and Equities across the firm. The role emphasizes timely month-end deliverables, revenue/expense reporting, and senior management presentations.

Collaboration with COOs, Product Control, and head office (Japan) is essential. The ideal candidate has FP&A or finance experience covering FID/EQ businesses and can manage recurring processes with strong attention to detail and communication skills.