Vice President, FP&A

Nextera Search Group; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Nextera Search Group is seeking an experienced Vice President of FP&A in New York City to lead budgeting, forecasting, and reporting processes. The role focuses on automating workflows and using AI tools to drive efficiency and stronger controls across the finance organization.

The candidate will oversee complex analyses, partner with business stakeholders, and implement standardized reporting while mentoring a team and shaping strategic financial planning.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 6–8 years of FP&A or related finance experience.
• Experience improving finance processes through automation and AI, including workflow redesign and enhanced reporting.

Responsibilities

• Support FP&A activities including budgeting, forecasting, variance analysis, cost center reporting and recurring financial reporting.
• Maintain understanding of allocation methodologies, data structures, governance and recurring reporting requirements.
• Identify opportunities to reduce manual work, standardize outputs, strengthen controls and automate with AI tools.
• Lead initiatives to improve FP&A workflows, reporting automation, template optimization and process redesign.
• Develop and maintain process documentation, partnering with stakeholders to identify pain points and implement improvements.
• Enhance management reporting and executive analytics by improving consistency and insight-driven output.
• Support change management by training users and embedding improvements into SOPs.

Skills

Budgeting

Forecasting

Variance analysis

Financial reporting

Automation

AI tools

Education

Bachelor’s degree in Finance, Accounting, Economics

Job description

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as Vice President of FP&A.

Responsibilities:

• Support FP&A activities, including budgeting, forecasting, variance analysis, cost center reporting, allocations, and recurring financial reporting deliverables.
• Maintain understanding of allocation methodologies, supporting data structures, governance frameworks, and recurring reporting requirements.
• Evaluate existing reporting and planning processes to identify opportunities to reduce manual work, standardize outputs, strengthen controls, and improve efficiency through automation and AI tools.
• Lead initiatives to improve FP&A workflows, including reporting automation, template optimization, process redesign, and enhanced analytical tools.
• Develop and maintain clear process documentation, partnering with stakeholders to identify pain points, prioritize enhancements, and implement practical improvements.
• Enhance management reporting and executive-level analytics by improving consistency, reducing manual preparation, and increasing insight-driven output.
• Support change management and adoption of new processes by training users, documenting updates, and embedding improvements into standard operating procedures.
• Perform other duties, as needed.

Responsibilities:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Approximately 6–8 years of experience in FP&A, corporate finance, expenses, or a related discipline.
• Demonstrated experience improving finance processes through automation and AI, including workflow redesign, process documentation, and enhancement of recurring reporting or planning deliverables.