Senior VP, FP&A & Strategic Finance

NewEdge Advisors; Stamford (CT); Hybrid; USD 225,000 - 275,000; Full time

Benefits offered by this job

Bonus program

Job summary

NewEdge Advisors seeks a senior FP&A executive to lead our financial planning and analysis function. This hands-on leader will work closely with the CFO and senior leadership to deliver precise budgeting, forecasting, and reporting.

The role requires mentoring a growing analytic team and overseeing complex financial modeling for decision-making. The position offers a hybrid work arrangement (3–4 days in-office) with significant interaction with lenders and investors.

Qualifications

• Bachelor’s degree in business or finance; MBA preferred.
• 10+ years FP&A experience with executive/board exposure.
• Hands-on leader who owns analysis and mentors staff.
• Three-statement modeling, long-range planning, and complex analytics.
• Capital-structure management and lender relationships in PE-backed environments.
• Strong executive presence and ability to present to leadership and lenders.
• Excellent Excel skills and experience with FP&A/BI tools.

Responsibilities

• Lead and develop the FP&A team with hands-on oversight.
• Oversee budgeting, forecasting, and board reporting with timely accuracy.
• Drive strategic analysis and planning; run ad-hoc analyses for decisions.
• Manage capital structure aligned with strategic goals.
• Lead lender engagements and ensure credit-compliance.
• Drive data warehouse buildouts and data integrity with accounting.
• Collaborate with CFO and executives on KPI development and reporting strategies.

Skills

Financial modeling

Capital structure

Executive presentation

Excel advanced

BI tools (Power BI)

Education

Bachelor’s degree in business or finance

MBA preferred

Tools

Microsoft Dynamics

Power BI

Job description

NewEdge Advisors seeks a senior FP&A executive to lead our financial planning and analysis function. This hands-on leader will work closely with the CFO and senior leadership to deliver precise budgeting, forecasting, and reporting.

The role requires mentoring a growing analytic team and overseeing complex financial modeling for decision-making. The position offers a hybrid work arrangement (3–4 days in-office) with significant interaction with lenders and investors.