VP of Shared Services FP&A

Job Description

Our client is a global financial services firm. They seek a VP of Shared Services FP&A to join their Manhattan, NY office.

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Responsibilities

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• Support Shared Services FP&A activities, including budgeting, forecasting, reporting, variance analysis, and cost center management
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• Maintain allocation methodologies, supporting data, governance processes, and recurring management reporting
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• Evaluate existing workflows to identify opportunities for automation, stronger controls, and process standardization
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• Champion AI and automation initiatives through workflow redesign, reporting enhancements, template development, and prompt engineering
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• Document finance processes, identify operational improvements, and prioritize scalable solutions
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• Enhance executive reporting and management analytics by improving consistency, efficiency, and actionable insights
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• Collaborate with cross-functional stakeholders to implement sustainable process improvements across Shared Services
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• Train users on new workflows, maintain process documentation, and support adoption of enhanced operating procedures
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Requirements

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• 6-8 years of FP&A and corporate finance experience
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• Experience in shared services, corporate functions, or back office finance
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• Strong FP&A fundamentals: budgeting, forecasting, reporting, variance analysis, allocation logic, and management reporting
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• Experience improving manual finance workflows using AI and automation, documenting processes, redesigning recurring deliverables, or implementing more scalable planning/reporting tools
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• Hands-on experience with AI tools
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JobID: 48419