3h ago

Financial Planning & Analysis Manager

Greenwich, CT
full-timemanager Hybridfinancial services

Description

You will lead a team of two analysts in the FP&A department, reporting to the SVP of Finance. Your role involves delivering data-driven insights to senior management, evaluating strategic initiatives, monitoring KPIs, and mentoring junior team members, all within a fast-paced global financial services environment.

Requirements

  • 10+ years of experience in financial services industry in a financial analysis or equity research team
  • 2-5 years experience managing a team
  • Bachelor's degree required; CFA or CPA a plus
  • Competency in digesting financial statements through strong knowledge of accounting standards
  • Thrives in a fast-paced, dynamic environment

Responsibilities

  • Prepare executive-level presentations on industry state, competitive positioning, new products/services, and new entrants
  • Monitor KPIs and business metrics to track progress and identify trends in customer trading behavior
  • Conduct ad-hoc financial analysis to support strategic initiatives, including investments in other companies
  • Mentor and develop junior members of the FP&A team
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