VP Financial Planning & Analysis

NewEdge Capital Group; Pittsburgh (Allegheny County); Hybrid; USD 225,000 - 275,000; Full time

Job summary

NewEdge Capital Group seeks a VP of Financial Planning & Analysis to lead a growing FP&A function and partner with senior leadership. Based in Pittsburgh, NYC, or Stamford, the role combines hands-on leadership with strategic oversight of budgeting, forecasting, and board reporting.

The ideal candidate has 10+ years of FP&A experience, senior-level communication skills, and a proven track record in capital structure management and strategic analysis.

Qualifications

• 4-year bachelor’s degree in business or finance; MBA highly preferred.
• 10+ years of progressive FP&A experience with executive and board exposure.
• Hands-on leadership owning analysis and mentoring staff.
• Deep expertise in three-statement modeling, forecasting and long-range planning.
• Experience managing capital structure and lender relationships, ideally in leveraged/PE environments.
• Strong executive presence with ability to present to leadership, board and lenders.
• Excellent analytical, strategic thinking and communication skills.
• Highly organized, detail-oriented, and collaborative across departments.
• Proficient Excel, FP&A/BI tools; Power BI and Dynamics a plus.

Responsibilities

• Lead and develop the FP&A team with hands-on oversight and mentoring.
• Lead budgeting, forecasting and board reporting with accuracy and timeliness.
• Drive strategic analysis and ad-hoc research to inform decisions.
• Manage capital structure to align with objectives.
• Lead lender engagements and ensure credit-compliance relationships.
• Drive data improvements including data-warehouse initiatives.
• Collaborate with accounting for data integrity and alignment.
• Partner with CFO and executives on financial strategy and KPI reporting.

Skills

Three-statement modeling

Financial forecasting

Capital structure

Executive communication

Leadership

Excel modeling

BI tools

Education

Bachelor's degree in business or finance

MBA preferred

Tools

Power BI

Microsoft Dynamics

Excel

Job description

The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands-on professional who can work closely with the firm’s senior leadership, a seasoning team of analytic staffers and a substantial group of sophisticated investors and lenders.

Location: This position can be based in Pittsburgh, New York City or Stamford, CT, with an in-office expectation of 3-4 days / week

Responsibilities:

• Lead and develop the FP&A team, providing hands-on oversight and dedicated mentoring
• Lead all budgeting processes, forecasting and management/board reporting, ensuring information that is accurate, telling and timely
• Drive strategic analysis and planning; lead ad-hoc analysis and research initiatives to support and inform strategic decision-making
• Manage capital structure; monitor and maintain the company’s capital structure to align with strategic objectives
• Lead engagements with lenders, ensuring compliance with credit agreements and fostering strong relationships
• Drive process and data improvements, including oversight of a significant data warehouse buildout
• Collaborate with accounting to ensure data integrity and alignment
• Partner directly with the CFO and executive leadership team on company-wide financial strategy, KPI development and regularly evolving performance-reporting

Skills/Abilities

• 4-year bachelor’s degree in business or finance. MBA highly preferred.
• 10+ years of progressive experience in FP&A, including direct executive and board exposure.
• Demonstrated leadership experience managing financial planning and analysis processes and staff, with a hands-on approach to owning the analysis rather than just overseeing it
• Deep expertise in three-statement modeling, forecasting and long-range financial planning, with the ability to build models from scratch and translate complex financial data into clear, actionable insight for executive leadership
• Proven experience managing capital structure, lender relationships and credit-agreement compliance, ideally within a leveraged or private-equity-backed environment
• Strong executive presence, with experience presenting financial results, forecasts and strategic recommendations directly to executive leadership, the board and lenders
• Exceptional analytical skills, strategic thinking and decision-making ability
• Extremely organized with strong attention to detail; ability to work in a conscientious, consistent and thorough manner
• Strong communication skills – written and oral
• High level of interpersonal skills; ability to collaborate across departments
• Expert skills in Excel, including complex financial-modeling; experience with FP&A or BI tools (e.g. Power BI, Microsoft Dynamics) a plus
• Experience in the financial services sector, with asset & wealth management experience a real plus

Salary Range: $225,000 - $275,000 based on experience, with eligibility to participate in the company's bonus program

Who We Are:

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $100 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. NewEdge Capital Group's benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.