VP Financial Planning & Analysis

NewEdge Capital Group LLC; Stamford (CT); Hybrid; USD 225,000 - 275,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Job summary

NewEdge Capital Group LLC seeks a VP of Financial Planning & Analysis to drive detailed and insightful financial analysis in partnership with senior leadership, analytics staff, investors and lenders.

The role requires leading the FP&A team, steering budgeting, forecasting, board reporting, and strategic analysis while managing capital structure and lender relationships. Strong executive presence and 10+ years FP&A experience are essential.

Qualifications

• Bachelor’s degree in business or finance required; MBA highly preferred.
• 10+ years of FP&A experience, including direct executive and board exposure.
• Demonstrated leadership experience managing financial planning and analysis processes and staff with hands-on ownership.
• Deep expertise in three-statement modeling, forecasting and long-range planning; able to build models from scratch and translate data into insight for exec leadership.
• Proven experience managing capital structure, lender relationships and credit agreement compliance in leveraged or PE-backed environments.
• Strong executive presence with experience presenting results to executives, board and lenders.
• Exceptional analytical, strategic thinking and decision-making abilities.
• Extremely organized with attention to detail; capable of thorough, conscientious work.
• Strong written and oral communication; cross-department collaboration.
• Expertise in Excel and FP&A/BI tools (Power BI, Microsoft Dynamics).
• Experience in financial services and asset & wealth management a plus.

Responsibilities

• Lead and develop the FP&A team with hands-on oversight and mentoring.
• Oversee budgeting, forecasting and management/board reporting with accurate, timely information.
• Drive strategic analysis and planning; lead ad-hoc analyses for decision-making.
• Manage capital structure and align with strategic objectives.
• Lead lender engagements and ensure credit‑agreement compliance while fostering relationships.
• Drive process and data improvements, including a large data warehouse buildout.
• Collaborate with accounting to ensure data integrity and alignment.
• Partner with CFO and executive leadership on company-wide financial strategy, KPI development and reporting.

Skills

Excel financial modeling

Executive reporting

Lender relationships

Capital structure analysis

Power BI

Education

Bachelor’s degree in business or finance

MBA

Tools

Microsoft Dynamics

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

About the Organization

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).

EOE Statement NewEdge Capital Group, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.