VP Corporate FP&A: Strategic Forecasting & Board Insights

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

Job summary

Coda Search Partners is partnering with a world-leading asset manager to fill a Vice President role on the Corporate FP&A team in New York. This high-visibility position reports to the CFO and provides exposure to senior leadership and the board.

You will own the firmwide forecast, lead quarterly results discussions, and develop models to inform budgeting, long-range planning, and strategic opportunities across multiple business lines. Strong communication and advanced Excel are essential.

Qualifications

• Six+ years in a finance role, ideally FP&A or management reporting
• Bachelor's degree in Finance, Accounting, Economics or related field
• Proven ability to build robust models with complex data
• Expert Excel and PowerPoint; familiarity with Essbase, Anaplan or Tableau is a bonus
• Confident communicator with senior audiences; writes clearly
• Meticulous, organized, able to handle competing priorities and tight timelines
• Self-starter who thrives in a close-knit team and builds trust across the firm

Responsibilities

• Own the firmwide forecast and weekly management reporting
• Assemble and explain quarterly results ahead of earnings
• Analyze performance by business line and corporate functions
• Build and maintain financial models, including valuation work
• Translate analysis into polished boards and executive memos
• Prepare board and audit committee materials, earnings calls and leadership meetings
• Contribute to annual budgeting, long-range planning and new opportunities
• Serve as finance point of contact for Business Finance and Investor Relations
• Champion reporting improvements for speed, accuracy and scalability
• Benchmark against peers by tracking earnings and disclosures
• Respond quickly to CFO and senior management with analysis
• Take on high-impact special projects across investment businesses

Skills

Forecasting

Management reporting

Financial modeling

Communication

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

Essbase

Anaplan

Tableau

Excel

Job description

Coda Search Partners is partnering with a world-leading asset manager to fill a Vice President role on the Corporate FP&A team in New York. This high-visibility position reports to the CFO and provides exposure to senior leadership and the board.

You will own the firmwide forecast, lead quarterly results discussions, and develop models to inform budgeting, long-range planning, and strategic opportunities across multiple business lines. Strong communication and advanced Excel are essential.