Strategic FP&A Leader — Forecasting & Insights

Referment; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Referment is seeking a senior finance leader to drive financial analysis and reporting within a global investment and technology firm. You will lead cross-functional projects, shape forecasts, and provide senior leaders with concise, actionable insights using robust modelling and tools.

The role demands eight+ years in strategic finance or related fields, a relevant bachelor’s degree, and exceptional communication skills to influence executive decisions in a complex environment.

Qualifications

• Eight years’ experience in strategic finance or related discipline in complex environments.
• Bachelor’s degree in finance, economics, computer science or related subject.
• Strong financial-modelling capability with ability to move between high-level questions and detailed analysis.
• Commercial judgement with a track record of supporting senior decision-makers.
• Clear written and verbal communication with confidence presenting findings to senior audiences.
• Discretion and professionalism when handling sensitive information.
• This could suit a strategic finance, FP&A or finance-transformation leader who combines modelling skills with judgement and communication to influence executive decisions.

Responsibilities

• Lead cross-functional projects using rigorous financial analysis to answer business questions.
• Shape and maintain financial forecasts including budgeting and scenario planning.
• Oversee recurring and ad hoc reporting for senior leaders, translating complex results into concise insights.
• Assess drivers of revenue, expenses, capital requirements and other financial outcomes.
• Build and improve scalable models, reporting frameworks and analytical tools to strengthen data quality and decision support.

Skills

Strategic finance

Financial modelling

Executive presentation

Analytical thinking

Commercial judgement

Education

Bachelor's degree in finance/economics/computer science

Job description

Referment is seeking a senior finance leader to drive financial analysis and reporting within a global investment and technology firm. You will lead cross-functional projects, shape forecasts, and provide senior leaders with concise, actionable insights using robust modelling and tools.

The role demands eight+ years in strategic finance or related fields, a relevant bachelor’s degree, and exceptional communication skills to influence executive decisions in a complex environment.