VP, FP&A

Oliver James; Chicago (IL); On-site; USD 170,000 - 260,000; Full time

Job summary

Oliver James is seeking a VP of FP&A to lead enterprise budgeting, forecasting, performance management, and strategic financial analysis in Chicago. This senior role partners with executive leadership to drive financial performance and informed decision-making.

The ideal candidate has 10+ years in FP&A or corporate finance, strong modeling skills, and a proven track record in mentoring teams. MBA/CPA/CFA preferred.

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, Business, or related field.
• 10+ years of FP&A / corporate finance leadership experience.
• Proven experience leading budgeting, forecasting, and long-range planning.
• Experience managing and developing FP&A professionals.
• Strong financial modeling and analytical skills.
• Experience partnering directly with C-suite/executive leadership.
• Excellent communication and presentation skills.
• Demonstrated ability to improve and scale FP&A processes.

Responsibilities

• Lead enterprise budgeting, forecasting, and long-range planning.
• Provide financial analysis and recommendations to executive leadership.
• Develop financial models, scenarios, and performance forecasts.
• Establish and monitor financial and operational KPIs.
• Analyze profitability, expenses, revenue, and business performance.
• Partner with Accounting, Operations, Actuarial, Underwriting, and other business functions.
• Lead and develop the FP&A team.
• Improve forecasting, reporting, planning processes, and financial systems.
• Prepare executive and board-level financial materials.
• Support strategic initiatives, investments, and business decisions.

Skills

Budgeting

Forecasting

Financial Modeling

Executive Partnering

Leadership

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

BI Platform

Job description

Location: Chicago, IL
Employment Type: Full-Time

A leading financial-services organization is seeking a VP, FP&A to lead enterprise financial planning, forecasting, performance management, and strategic financial analysis.

This is a senior leadership position partnering directly with executive leadership and business leaders to drive financial performance and decision-making.

Key Responsibilities

• Lead enterprise budgeting, forecasting, and long-range planning.


• Provide financial analysis and recommendations to executive leadership.


• Develop financial models, scenarios, and performance forecasts.


• Establish and monitor financial and operational KPIs.


• Analyze profitability, expenses, revenue, and business performance.


• Partner with Accounting, Operations, Actuarial, Underwriting, and other business functions.


• Lead and develop the FP&A team.


• Improve forecasting, reporting, planning processes, and financial systems.


• Prepare executive and board-level financial materials.


• Support strategic initiatives, investments, and business decisions.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.


• 10+ years of significant progressive FP&A / corporate finance leadership experience.


• Proven experience leading budgeting, forecasting, and long-range planning.


• Experience managing and developing FP&A professionals.


• Strong financial modeling and analytical skills.


• Experience partnering directly with C-suite/executive leadership.


• Excellent communication and presentation skills.


• Demonstrated ability to improve and scale FP&A processes.

Preferred: Insurance, specialty insurance, reinsurance, or financial-services experience; MBA, CPA, CFA, or similar designation; planning/CPM and BI platform experience.

Questions regarding the position? Please reach out to Dylan McGorisk.