Strategic FP&A Director – Capital Markets & Growth

Referment

Chicago (IL)

On-site

USD 180,000 - 260,000

Full time

18 hours ago

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Job summary

Referment seeks a Director of Financial Planning and Analysis to lead finance partnership across institutional fixed income, prime services, clearing and equities. You will guide senior leaders on profitability, capital allocation and growth, translating complex data into strategic actions.

The role includes regulatory support and corporate development collaboration, with building a high-performing FP&A team.

Qualifications

10+ years of FP&A, finance or business-analysis experience with 5+ years in leadership.
Direct experience supporting capital markets, institutional brokerage, or equities.
Advanced financial modelling, forecasting and analytical skills.
Executive communication and stakeholder influence to shape decisions.
Advanced Excel and Power BI with enterprise planning systems.
Bachelor's degree in finance, accounting, economics or related discipline.

Responsibilities

Act as lead FP&A partner to institutional markets businesses and advise senior stakeholders.
Lead annual budgeting, rolling forecasts and long-range planning for revenue, expenses, headcount and capital.
Develop scenario and stress-testing models and improve forecast accountability.
Prepare executive monthly/quarterly reviews on results, KPIs and drivers.
Support regulatory reporting with capital, liquidity and profitability analysis.
Partner with Corporate Development on acquisitions, investments and due diligence.
Improve dashboards and reporting through financial systems and BI tools.
Lead, mentor and develop FP&A team members.