Senior FP&A & Investment Strategy Lead

Tradewind Group; Honolulu (HI); On-site; USD 100,000 - 130,000; Full time

Job summary

Tradewind Group in Honolulu, Hawaii, is seeking an AVP for Financial Planning & Analysis to lead budgeting, forecasting, and performance management. This high-visibility role requires strong analytical skills and the ability to present insights to executive leadership and the Board.

The ideal candidate will have over 5 years of experience in FP&A, proficiency with AI tools in finance, and exceptional communication skills. Join us to shape capital deployment strategies in a diversified investment environment.

Qualifications

• Minimum 5 years of progressive experience in FP&A or corporate finance.
• Hands-on experience with budgeting and forecasting cycles.
• Proficiency in enterprise business-intelligence platforms.

Responsibilities

• Lead enterprise FP&A and handle budgeting and forecasting processes.
• Develop narrative-driven analysis connecting data to business performance.
• Evaluate strategic initiatives and portfolio investments.

Skills

Financial modeling skills

Communication

AI tools application

Budgeting and forecasting

Education

Bachelor’s degree in Accounting or Finance

MBA or Master’s in a related field

Tools

Power BI

Tableau

Looker

Job description

Tradewind Group in Honolulu, Hawaii, is seeking an AVP for Financial Planning & Analysis to lead budgeting, forecasting, and performance management. This high-visibility role requires strong analytical skills and the ability to present insights to executive leadership and the Board.

The ideal candidate will have over 5 years of experience in FP&A, proficiency with AI tools in finance, and exceptional communication skills. Join us to shape capital deployment strategies in a diversified investment environment.