Vice President, Financial Planning & Analysis (FP&A)
Core
VP of FP&A serving as a key finance partner to business leaders, providing financial insight, analytical support, and decision-making guidance to strengthen financial performance.
Role type
Senior IC Vice President, Financial Planning & Analysis
Builds
Management reporting, dashboards, executive presentations, and financial insights for business and corporate functions
Domain
Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial planning and forecasting, budgeting, financial modeling, variance analysis, management reporting, expense analysis, workforce planning, cost allocation, profitability analysis, AI and advanced analytics, data visualization, Power BI, Excel, PowerPoint, EPM platforms (OneStream, Hyperion)
Preferred skills
MBA, CPA, CFA, experience in banking/financial services, expense management, headcount planning
Technologies
Power BI, OneStream, Hyperion, Excel, PowerPoint
Responsibilities
Lead annual planning, budgeting, and forecasting processes; analyze financial performance and identify drivers/trends/risks; develop management reporting and executive presentations; provide detailed analysis of personnel and non-personnel expenses; support cost allocation and profitability analysis; perform financial modeling and scenario analysis; leverage AI and emerging technologies to enhance analysis and streamline processes; drive adoption of dashboarding and data-visualization capabilities; partner across functions to improve accuracy and automation of financial reporting.
Seniority
Executive (VP), hands-on IC