SVP, Head of FP&A

Madison-Davis, LLC; Jersey City (NJ); On-site; USD 180,000 - 260,000; Full time

Job summary

Madison-Davis, LLC is seeking a senior FP&A executive to lead financial planning, forecasting, strategic decision support, and business performance management for a leading financial services organization. Reporting to CFO, this leader will oversee an FP&A function and partner with C-suite and Board on profitability, capital allocation, M&A, and enterprise performance.

The role drives analytics, AI/ML-enabled forecasting, automation, and data integration, building dynamic models and KPI

Responsibilities

• Lead long-range planning, annual budgeting, forecasting, and enterprise financial planning processes.
• Partner with the CFO, C-suite, and Board on strategic planning, profitability, cash flow, capital efficiency, and investment decisions.
• Provide financial support for M&A, capital planning, business cases, and strategic initiatives.
• Build and maintain dynamic forecasting models incorporating scenario planning, predictive analytics, and operational drivers.
• Develop performance monitoring and KPI frameworks to identify emerging risks, opportunities, and performance gaps.
• Lead the evolution of FP&A technology, including planning systems, BI tools, dashboards, and decision-support solutions.
• Drive automation, process improvement, and digital transformation across FP&A.
• Leverage AI/ML and advanced analytics to improve forecasting, profitability analysis, and decision support.
• Integrate FP&A data and analytics with broader enterprise analytics functions.
• Manage relationships with technology providers, including contracts, implementation, and procurement requirements.
• Build, mentor, and develop multidisciplinary FP&A and finance business partnering teams.
• Establish governance and controls around analytics, reporting, forecasting, and decision-support processes.

Job description

A leading financial services organization is seeking a senior FP&A executive to lead financial planning, forecasting, strategic decision support, and business performance management. Reporting directly to the CFO, this leader will oversee a high-performing FP&A organization and partner closely with the C-suite and Board on strategic planning, profitability, capital allocation, investment evaluation, M&A, and enterprise performance.

The role will lead the continued evolution of FP&A into a highly analytical, technology-enabled decision support function. This includes building dynamic forecasting and scenario-planning capabilities, leveraging advanced analytics and AI/ML, improving management reporting, driving automation and process improvements, and integrating financial and operational data to generate actionable insights.

Responsibilities

• Lead long-range planning, annual budgeting, forecasting, and enterprise financial planning processes.
• Partner with the CFO, C-suite, and Board on strategic planning, profitability, cash flow, capital efficiency, and investment decisions.
• Provide financial support for M&A, capital planning, business cases, and strategic initiatives.
• Build and maintain dynamic forecasting models incorporating scenario planning, predictive analytics, and operational drivers.
• Develop performance monitoring and KPI frameworks to identify emerging risks, opportunities, and performance gaps.
• Lead the evolution of FP&A technology, including planning systems, BI tools, dashboards, and decision-support solutions.
• Drive automation, process improvement, and digital transformation across FP&A.
• Leverage AI/ML and advanced analytics to improve forecasting, profitability analysis, and decision support.
• Integrate FP&A data and analytics with broader enterprise analytics functions.
• Manage relationships with technology providers, including contracts, implementation, and procurement requirements.
• Build, mentor, and develop multidisciplinary FP&A and finance business partnering teams.
• Establish governance and controls around analytics, reporting, forecasting, and decision-support processes.