Senior Vice President - Financial Planning & Analysis (FP&A)

gersonlehrmangroup; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

GLG is seeking a Head of Financial Planning & Analysis (FP&A) to lead forecasting, planning, and analysis across its Financial Services, G&A, and corporate segments. This strategic, data-driven executive will build FP&A into an analytical think-tank, partnering with the CFO and executive leadership.

The role demands a dynamic, rigorous leader with a track record of top-tier financial stewardship, cross-functional collaboration, and the ability to recruit and develop a high-performing team in a

Qualifications

• 15+ years of progressive FP&A experience at the corporate level.
• Strong business acumen with strategic and operational insight.
• Experience leading FP&A teams in a global, complex organization.

Responsibilities

• Oversee monthly forecasting, annual planning, long-range planning, quarterly filings, and lender deliverables.
• Establish FP&A as a Center of Analytical Excellence across the organization.
• Create and monitor KPIs covering revenue, costs, expenses, operating metrics, and capex.
• Prepare comprehensive executive reporting with variance analysis and explanations.
• Develop and manage annual budget, forecasts for revenue/expenses/headcount, and capital allocation.
• Improve understanding of financial statements and budget adherence through transparent analysis.
• Lead and develop the organization to drive profitability and efficiency.
• Guide transformation of finance processes and infrastructure for growth.

Skills

Senior FP&A leadership

Corporate finance leadership

Strategic thinking

Financial modeling

Executive communications

Team leadership

Tools

Excel

Job description

The Head of Financial Planning and Analysis (FP&A) will report to the Chief Financial Officer (CFO), and will be responsible for managing the forecasting, financial planning, and analysis processes for GLG's Financial Services, G&A, and corporate business segments. This executive will be a strategic and data-driven finance leader that will establish FP&A as an analytical think-tank that can be effectively leveraged by all parts of the organization. They will foster an entrepreneurial spirit, lead an established team and recruiting top talent, to manage the day-to-day revenue metrics, financial reporting, corporate division budgets, project management, and external reporting requirements.

The successful Candidate has proven experience in a complex business at scale. The individual is a dynamic, rigorous, collaborative executive who works well as part of a team and has the executive courage to make difficult recommendations and / or decisions. They possess superior finance stewardship skills, a business partner mindset, authentic leadership, and impactful communication and influencing skills.

KEY RESPONSIBILITIES

• Oversee and manage monthly forecasting process, annual planning process, long-range strategic planning process and modeling, quarterly filings, and lender deliverables; provide strategic guidance and financial counsel to Executive Leadership Team.
• Establish Financial Planning & Analysis (FP&A) as a 'Center of Analytical Excellence' to be shared with functional leaders across the organization.
• Create and monitor Key Performance Indicators (KPIs), highlighting trends and analyzing causes of variance, including all areas of revenue, cost of sales, expenses, operating metrics, and capital expenditures.
• Prepare a reporting package that includes full financial statements, comprehensive KPI reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances, and comprehensive executive level explanations of differences.
• Develop and prepare annual budget, managing forecasts for revenue, expenses, and headcount. Manage capital allocation, cash flow forecasting and all lender deliverables.
• Improve operating teams' understanding of financial statements and budget adherence with thoughtful and transparent analysis.
• Successfully manage, develop, and motivate the organization to collaborate with cross functional operating teams and provide fact-based recommendations that improve profitability, operating efficiency and effectiveness.
• Build, manage and lead the evolution of the organization, drive top performance and developing the key objectives and projections, both short-term and long- term.
• Provide transformational and inspirational leadership and guidance across the organization and set clear direction, aligning people and resources accordingly.
• Promote and drive best practice, adoption of new techniques, tools, and methodologies, and ensure management reporting yield business insights to drive recommendations and results against strategic objectives.
• Demonstrate a thorough knowledge of investment analysis and be able to play a key role in any associated M&A / Corporate Development activities.
• In partnership with others, continue to lead a significant transformation of GLG, redesigning processes for the finance organization, modernizing the finance organization, and helping to build a financial infrastructure for the business that can support future growth.

Candidate Profile

The Head of FP&A will be a strategic, hands-on finance executive with diverse industry experience and a demonstrated business acumen. This leader will possess a deep understanding of ever-changing market dynamics who thrives in a fast-paced, lean organization and with an insatiable drive to focus on results while inspiring great talent to outperform in a complex, evolving and technology-driven organization. The successful Candidate is a team player who will balance a breadth of experience with the ability to drive consistency and accountability in the business and establish FP&A as a trusted partner.

IDEAL EXPERIENCE

Senior FP&A and Corporate Finance Leadership

15 or more years of progressive FP&A experience demonstrating increasing responsibility, scope, and leadership, including at the corporate level. Highly involved and engaged with the business on a forward-looking view, and ideally has spent time in operationally focused positions in addition to finance roles.

Strong business acumen and strategic skills with an obvious operational bent; ability to quickly grasp complex business strategies and identify downstream operational implications. Highly involved and engaged with the business on a forward-looking view.

Industry & Scale

Led FP&A teams in at-scale, complex organizations. Experience in a global business environment of relevant complexity, ideally over $300 million revenue. A background in technology-enabled services or other business services is preferred but not requir