CareerPlan
Bala Cynwyd (Philadelphia Area), PennsylvaniaFull-time2026-07-24 → 2026-11-10

Core

Own and execute day-to-day financial planning, cost reporting, and management reporting for a global quantitative trading firm while building out FP&A capabilities and processes.

Role type

Senior Manager, Financial Planning & Analysis (FP&A)

Builds

Annual budgets, rolling forecasts, cost allocation frameworks, and management reporting packages for senior leadership.

Domain

Financial Services / Quantitative Trading

Required skills

Budgeting and forecasting, Cost allocation methodologies, Return on capital and RWA metrics, Management reporting, Process improvement and automation, Team leadership and development, Data analysis, Strategic planning

Preferred skills

Experience in financial services or trading environments, Building or managing a finance team, Familiarity with prop trading firm operations

Technologies

Excel, Power BI, Tableau, SQL

Responsibilities

Own the firm's budgeting and forecasting processes; maintain and improve cost driver definitions and allocation logic; build and refine management reporting packages for senior leadership; lead and develop the FP&A team; partner with senior leaders across trading desks and support functions to align on planning timelines and standards.

Seniority

Senior, hands-on IC with team leadership