Pure Search Looking for Head of FP&A at New York City Metropolitan Area Full Time

Who

A recently US publicly-listed global wealth and asset manager, providing individuals, families and institutions with alternative investment strategies and advisory services. The business manages and advises on over $68 billion in combined assets with an expansive network of nearly 500 professionals across three continents.

What

The business has two main divisions, ‘Asset Management’ and ‘Wealth Management’, both centralized in the New York head-office. The Head of Financial, Planning & Analysis sits at the Group Co-level, supported by a team of experienced VPs and their analysts, reporting directly to the CFO and COO.

This individual will lead the company’s financial forecast and budgeting process. You will be the architect of financial modeling, including M&A, with a remit to oversee the analytics of both divisions to guide informed strategy and decision-making. This role will include preparing board presentations and executive committee presentations, as well as communication with external parties such as investors, banks, rating agencies and regulatory authorities.

Job Responsibilities

• Lead business analytics and forecasting to determine present and future financial performance.
• Work with Controllers to lead, build and update the annual budgets and forecasts.
• Produce financial models to project near/long-term growth with business drivers.
• Design and lead a rolling forecast process to support quarterly earnings guidance.
• Form financial plans, economic transactions, and assess merger & acquisition opportunities.
• Give actionable insights on the current and future state of the business, including competitor analysis and market trends.
• Prepare Board decks and presentations to summarize financial outlook.
• Analyze critical financial management topics such as capital management, investment optimization, and other ad hoc reporting
• Support capital market transactions, M&A, and external communications with the financial market

You

• Bachelor’s degree in finance, accounting, or a related field. MBA or advanced degree is a plus.
• Minimum of 15 years of relevant FP&A, and budgeting experience, with at least 5 years of experience leading a team.
• Experience with mergers, acquisitions, divestitures and advanced financial models.
• Experience preparing Board decks and other external presentations
• Proficiency in Excel and PowerPoint; proficiency with ERP systems (e.g., NetSuite, Oracle, OneStream).