VP, Strategic Finance & FP&A Leader

Coda Search; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

Coda Search is representing a global asset management client seeking a Vice President of Corporate FP&A & Strategic Finance. The role partners with the CFO and senior leadership to drive firmwide budgeting, forecasting, and strategic finance initiatives.

The candidate will develop advanced financial models, support executive decision making, and lead cross-functional projects across Finance, Operations, and Investor Relations.

Qualifications

• 8+ years of experience in Corporate FP&A, Strategic Finance, Investment Banking, Asset Management or Financial Services.
• Advanced Excel modeling capable of building complex, dynamic financial models from scratch.
• Strategic vision to translate metrics into actionable insights for C-suite/board stakeholders.
• Leadership and collaboration to drive cross-functional consensus on high-visibility projects.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; professional certifications a plus.

Responsibilities

• Lead firmwide strategic FP&A and budgeting, forecasting, and long-range models.
• Perform ad hoc analyses, ROI evaluations, and financial modeling for strategic initiatives.
• Provide analytical support to CFO and executive committee; partner with Investor Relations.
• Evaluate workflows, modernize modeling processes, and automate reporting.
• Benchmark competitors and analyze earnings to inform strategic positioning.

Skills

Financial modeling

Excel advanced

Strategic finance

FP&A leadership

Cross-functional collaboration

Analytical mindset

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

CFA, MBA, or CPA is a plus

Tools

Excel

PowerPoint

Job description

Coda Search is representing a global asset management client seeking a Vice President of Corporate FP&A & Strategic Finance. The role partners with the CFO and senior leadership to drive firmwide budgeting, forecasting, and strategic finance initiatives.

The candidate will develop advanced financial models, support executive decision making, and lead cross-functional projects across Finance, Operations, and Investor Relations.