VP, FP&A

Oliver James Associates Ltd.; Chicago (IL); On-site; USD 180,000 - 280,000; Full time

Job summary

Oliver James Associates Ltd. seeks a Vice President of Financial Planning & Analysis to lead enterprise budgeting, forecasting, and strategic financial analysis from Chicago. This senior role partners with executive leadership to drive financial performance and decision-making.

The candidate will develop models, scenarios, and performance forecasts while establishing KPIs and improving FP&A processes. Strong leadership and presentation skills are essential for board-ready materials and strategic

Qualifications

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

Financial modeling

Analytical skills

Communication skills

Presentation skills

Leadership

Education

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

Tools

BI platforms

Financial planning tools

Job description

Vice President, Financial Planning & Analysis

Location: Chicago, ILEmployment 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.