Vice President of Corporate FP&A
Coda Search│Staffing
Position Overview
This Vice President of Corporate FP&A role sits at the center of firmwide financial planning, owning the forecast, annual budget, and long-range plan. As a trusted partner to the CFO and senior management, you will translate complex data into the insights that guide strategic decisions. Success here calls for sharp financial judgment, a polished executive presence, and proven team leadership. The role offers direct visibility into firmwide performance, growth initiatives, and the quarterly earnings cycle.
Key Responsibilities
- Set the direction for the firmwide forecast, annual budget, and long-range planning cycles.
- Advise the CFO and senior leadership on firmwide performance, growth initiatives, new businesses, and other top strategic priorities.
- Deliver sharp, data-driven reporting to senior management that explains results, outlook, key drivers, risks, and opportunities.
- Play a leading role in quarterly earnings, from segment reviews, forecast updates, and variance analysis to executive materials and work with Investor Relations.
- Design financial models and scenario analyses that show how business activity and assets under management flow through to revenues, expenses, and earnings.
- Bring rigor to operating metrics such as fundraising, deployment, realizations, assets under management, and other KPIs, working with Finance leaders across groups to raise transparency, consistency, and accountability.
- Strengthen controls, data quality, and reporting through standardization and automation, while coaching team members to produce accurate, executive-ready work.
Qualifications
- 10+ years in financial planning and analysis, management reporting, corporate finance, or a closely related field. Alternative asset management experience is a plus but not required.
- Hands-on leadership of complex forecasting, budgeting, financial analysis, management reporting, or public-company reporting processes, with clear accountability for results.
- A track record of managing and growing finance professionals, delegating with confidence while keeping strong oversight.
- Bachelor’s degree in Finance, Accounting, Economics, or a similar discipline. A CPA, CFA, or advanced degree is preferred.
- Strong analytical instincts and advanced Excel and PowerPoint skills, with a knack for pinpointing what drives results, testing assumptions, and linking details to the bigger business picture.
- A clear, compelling communicator, in writing and in person, who can walk senior executives through complex issues and land on actionable recommendations.
- Integrity, sound judgment, and discretion with confidential, market-sensitive information, along with the organization and composure to juggle competing priorities on tight deadlines while keeping quality high.
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