VP Financial Planning & Analysis (NY, New York)

NewEdge Wealth, LLC; New York (NY); Hybrid; USD 225,000 - 275,000; Full time

Job summary

NewEdge Capital Group seeks a VP of Financial Planning & Analysis in New York to lead and develop the FP&A function, partnering with the CFO and executive leadership.

The role oversees budgeting, forecasting, management reporting, and capital structure, with hands-on modeling and data initiatives, including a major data warehouse buildout. Hybrid in-office schedule in NY area.

Qualifications

• 10+ years FP&A experience with executive and board exposure.
• Proven leadership of FP&A processes and staff with hands-on ownership.
• Three-statement modeling, long-range planning, building models from scratch.
• Experience managing capital structure and lender relationships; credit agreements.
• Executive presence with ability to present to leadership, board, and lenders.
• Experience in financial services/wealth management is a plus.

Responsibilities

• Lead and develop the FP&A team with hands-on oversight.
• Lead budgeting, forecasting, and board reporting with timely, accurate information.
• Drive strategic analysis and ad-hoc research to inform decisions.
• Manage capital structure to align with strategic objectives and lender relationships.
• Oversee data warehouse buildout and ensure data integrity with accounting.
• Partner with CFO and executive team on KPI development and performance reporting.

Skills

Leadership experience

Advanced Excel

Strategic thinking

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in business or finance

MBA (preferred)

Tools

Power BI

Microsoft Dynamics

Data warehouse

Job description

VP Financial Planning & Analysis (NY, New York)

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

Who We Are: NewEdge Capital Group is built on a fundamental belief: that the advisor is the hinge point between wealth that simply exists and wealth that truly serves the families who hold it. A Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor*, NewEdge delivers the institutional‑grade capabilities, technology and talent infrastructure that enable elite advisors to operate at their highest level — whether serving ultra‑high-net-worth clients and family offices directly through NewEdge Wealth and NewEdge Family Office, or building an independent practice through NewEdge Advisors. When the advisor thrives, so do the clients they serve. That is the architecture of NewEdge.

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