Head of FP&A and Strategy

Taylor Root; New York (NY); On-site; USD 180,000 - 270,000; Full time

Job summary

Taylor Root is seeking a Head of FP&A in New York to lead and mature the finance function with a strategic focus on data, KPIs, and performance insights.

This senior, hands-on role requires 10+ years in FP&A and corporate strategy within financial services, with strong financial modeling and the ability to design executive dashboards using Alteryx, Tableau and Power BI. CFA or MBA is preferred.

Qualifications

• 10+ years of FP&A and corporate strategy experience in financial services.
• Experience building or transforming FP&A functions.
• Strong financial modeling, including 3-statement, long-range plan, and 13-week cash flow.
• Proficient data analytics and visualization skills.
• Knowledge of alternative investment fund economics.
• Bachelor’s in finance/accounting/economics; CFA or MBA preferred.

Responsibilities

• Assess the finance function’s operating model, processes, and technology, and design and implement the plan to build it out.
• Own the operating budget, forecast, and long-range plan, including headcount, compensation accruals, and technology, data, and vendor spend.
• Partner across the business through strategic long-range planning, budgeting, forecasting, and scenario modeling.
• Design management reporting packages and KPI dashboards that drive decision‑making for senior leadership.
• Analyze P&L forecasts and actuals, including variance analysis, and synthesize into a concise performance narrative.
• Leverage analytics and visualization tools such as Alteryx, Tableau, and Power BI, and partner with technology on dashboards and reporting automation.
• Drive working capital improvements and greater transparency into cash flow forecasting.
• Deliver executive‑ready ad hoc analysis, including segment profitability and scenario work.

Skills

Finance experience

Corporate strategy

Financial modeling

Data analytics

Data visualization

Fund economics

Education

Bachelor’s degree in finance/accounting/economics

CFA or MBA preferred

Tools

Alteryx

Tableau

Power BI

Job description

A newly created Head of FP&A role to join a leading global investment manager. This is a hands‑on, senior individual contributor mandate. You will build out and mature the FP&A function with the focus on strategy, data, and KPIs.

Responsibilities:

• Assess the finance function’s operating model, processes, and technology, and design and implement the plan to build it out.
• Own the operating budget, forecast, and long‑range plan, including headcount, compensation accruals, and technology, data, and vendor spend.
• Partner across the business through strategic long‑range planning, budgeting, forecasting, and scenario modeling.
• Design management reporting packages and KPI dashboards that drive decision‑making for senior leadership.
• Analyze P&L forecasts and actuals, including variance analysis, and synthesize into a concise performance narrative.
• Leverage analytics and visualization tools such as Alteryx, Tableau, and Power BI, and partner with technology on dashboards and reporting automation.
• Drive working capital improvements and greater transparency into cash flow forecasting.
• Deliver executive‑ready ad hoc analysis, including segment profitability and scenario work.

Qualifications:

• 10+ years of progressive finance experience across FP&A and corporate strategy, with deep financial services experience.
• Proven experience building or transforming a finance or FP&A function.
• Strong financial modeling, including 3‑statement, long‑range plan, and 13‑week cash flow.
• Strong command of data analytics and visualization tools.
• Working knowledge of alternative investment fund economics and performance metrics.
• Bachelor’s degree in finance, accounting, economics, or a related field; CFA or MBA preferred.