Senior Vice President, FP&A

Objective Partners; Chicago (IL); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Employer HSA contribution

401(k) with match

Pre-tax commuter accounts

Life insurance & long-term disability

Tuition reimbursement

Student loan assistance

Vacation and flex time

Parental and family leave

Backup child and elder care

Job summary

Objective Partners in Chicago is seeking a Senior Vice President of FP&A to shape planning, measurement, and insights across the firm. This leader will bridge the finance function with senior leaders, guiding budgeting, forecasting, and board-ready reporting.

With 12+ years in FP&A and a proven record of building high-performing teams, you’ll drive strategic initiatives, financial modeling, and process improvements in a client-focused financial services environment.

Qualifications

• Bachelor’s degree in finance or accounting; CPA, CFA, or graduate degree a plus.
• 12+ years of progressive experience in FP&A, finance, or accounting, including 5+ years leading teams
• Strong command of U.S. GAAP and technical finance
• Experience building Board-level reporting and advising senior executives on high-stakes matters
• Ability to move easily between big-picture strategy and detailed analysis
• A track record of consistently high-quality work and of building engaged, high-performing teams
• An eye for process improvement and a solid grasp of global business dynamics

Responsibilities

• Lead the annual budgeting cycle end to end, including running planning and strategy sessions with senior leadership
• Build short- and long-range financial plans in partnership with business heads
• Produce regular forecasts of profitability and cash flow, working closely with accounting and other finance teams
• Own monthly performance reporting, including budget-versus-actual variance analysis and clear commentary on what’s driving results
• Prepare materials for Board and shareholder audiences
• Oversee the annual compensation planning process
• Deliver analysis on profitability, trends, investments, and business plans that informs leadership decisions
• Lead, coach, and develop the FP&A team
• Contribute to broader finance strategy, and take on special projects such as financial modeling, process improvement, and M&A analysis and due diligence

Skills

FP&A leadership

Team leadership

GAAP knowledge

Board reporting

Financial modeling

Education

Bachelor’s degree in finance or accounting

CPA/CFA or graduate degree a plus

Job description

SVP, Financial Planning & Analysis
Chicago, IL

The Opportunity

Our client is a well-established, independent financial services firm with a long history and a global footprint. The firm offers a broad mix of investment, advisory, and capital markets services, and is known for a client-centric culture and a strong commitment to its people and communities.

The firm is seeking a Senior Vice President of FP&A to report to the CFO. This leader will shape how the organization plans, measures, and understands its financial performance, acting as the key bridge between the finance function and the senior leaders who rely on its insights.

What You’ll Do

• Lead the annual budgeting cycle end to end, including running planning and strategy sessions with senior leadership
• Build short- and long-range financial plans in partnership with business heads
• Produce regular forecasts of profitability and cash flow, working closely with accounting and other finance teams
• Own monthly performance reporting, including budget-versus-actual variance analysis and clear commentary on what’s driving results
• Prepare materials for Board and shareholder audiences
• Oversee the annual compensation planning process
• Deliver analysis on profitability, trends, investments, and business plans that informs leadership decisions
• Lead, coach, and develop the FP&A team
• Contribute to broader finance strategy, and take on special projects such as financial modeling, process improvement, and M&A analysis and due diligence

What You Bring

• Bachelor’s degree in finance or accounting; CPA, CFA, or graduate degree a plus
• 12+ years of progressive experience in FP&A, finance, or accounting, including 5+ years leading teams
• Strong command of U.S. GAAP and technical finance
• Experience building Board-level reporting and advising senior executives on high-stakes matters
• Ability to move easily between big-picture strategy and detailed analysis
• A track record of consistently high-quality work and of building engaged, high-performing teams
• An eye for process improvement and a solid grasp of global business dynamics

Pay: $175,000 to $225,000 per year

Benefits:

• medical, dental and vision coverage, an employer HSA contribution, flexible spending accounts, life insurance, company paid long-term disability, a 401(k) with match, pre-tax commuter accounts, student loan assistance, tuition reimbursement, vacation and flex time, parental and family leave, and back-up child and elder care.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, ethnic origin, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.