VP of FP&A & Strategic Growth Analytics

Aon; New York (NY); On-site; USD 140,000 - 176,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive employee discount programs

Performance-based incentives

Job summary

Lenox Advisors, a wholly owned subsidiary of NFP, an Aon company, seeks an AVP of FP&A to translate financial data into actionable insights and to lead scalable planning across the firm.

The role partners with the CFO and executives to support forecasting, performance management, and strategic decision-making while driving profitability and growth across wealth management and insurance services.

Qualifications

• 8+ years FP&A or related disciplines
• Experience supporting executive leadership and decision-making
• Experience budgeting, forecasting, and financial modeling
• Experience developing KPI frameworks and management reporting
• Experience partnering with operational leaders and influencing decisions
• Experience leading strategic initiatives and cross-functional projects
• M&A, integration, or corporate development experience preferred
• Industry experience in insurance, wealth management, financial services, distribution, or advisory preferred

Responsibilities

• Supports budgeting, forecasting, and long-range planning processes for strategic decision-making and resource allocation.
• Partner with leadership to evaluate growth opportunities and provide data-driven recommendations.
• Deliver actionable financial and operational insights to inform executive decisions and mitigate risks.
• Develop and maintain enterprise performance reporting for visibility into outcomes.
• Deliver analytics on productivity, profitability, recruiting effectiveness, and advisor economics.
• Support M&A and integration activities with financial analysis and value realization reporting.
• Collaborate with Finance Operations, Controllership, and Data Strategy & Automation to improve reporting capabilities.
• Build a scalable Planning & Analysis function to promote financial discipline and data-driven decision-making.

Skills

Financial modeling

Revenue drivers

Budgeting & planning

Data to insights

Excel/BI tools

Stakeholder comms

Facilitation

Education

Bachelor's in Finance/Accounting

MBA/CFA/CPA preferred

Job description

Lenox Advisors, a wholly owned subsidiary of NFP, an Aon company, seeks an AVP of FP&A to translate financial data into actionable insights and to lead scalable planning across the firm.

The role partners with the CFO and executives to support forecasting, performance management, and strategic decision-making while driving profitability and growth across wealth management and insurance services.