CareerPlan

Vice President

New York, NY, USFull-time$178k–$180k2026-10-30 → 2026-11-11
Hybrid

Core

Lead firmwide management reporting, month-end closing coordination, and financial planning & analysis (FP&A) to support senior leadership and Board decision-making.

Role type

Senior IC Vice President, Financial Planning & Analysis

Builds

Consolidated firm-wide P&L reports, management dashboards, and strategic financial forecasts

Domain

Asset Management / Financial Services

Required skills

Financial planning and analysis, Enterprise Performance Management (EPM), Data analytics and modeling, Risk assessment and SOX controls, Multi-year planning and budgeting, NPV and ROI analysis, Data visualization, Relational database management, Technical training and mentoring

Preferred skills

Experience with Aladdin product suite, VBA Macros, Bloomberg Wire, Tableau, Microsoft Power BI, IBM TM1 Cognos, Oracle Hyperion Essbase

Technologies

Aladdin, VBA, PowerPoint, ThinkCell, Visio, Tableau, Microsoft Power BI, SQL, Bloomberg Wire, IBM TM1 Cognos, Oracle Hyperion Essbase

Responsibilities

Conduct firmwide recurring and ad-hoc management reporting processes; Partner on month-end closing process; Coordinate timelines and deliverables across FP&A and corporate partners; Develop presentation materials for senior management; Act as subject matter expert for consolidated firm-wide P&L; Proactively identify opportunities to improve reporting and analytics; Assist with policy, controls, and governance enhancements.

Seniority

Executive, hands-on IC