Director Strategic Finance/FP&A POST NUMBER: 479165

Client: Financial Services Firm
Role: Director Strategic Finance/FP&A
Salary: $200,000 - $240,000 bonus

Location: New York City or Morris County, NJ (Hybrid)

About the role: A growing financial services organization is seeking a senior finance professional to help lead enterprise planning and strategic analysis efforts. This role will sit within the broader finance function and focus on consolidating financial outlooks, supporting long-term planning, and providing insights that guide business decisions. The position blends forward-looking financial modeling with hands-on partnership across leadership teams. The individual will play a key role in connecting business performance with financial strategy, helping the organization evaluate growth opportunities, manage resources, and improve overall planning capabilities.

Responsibilities:

• Lead enterprise-wide financial planning efforts, including budgeting, forecasting, and longer-term outlooks, ensuring outputs are consistent and decision-useful
• Build, maintain, and refine financial models that support consolidated views, key assumptions, and scenario analysis as the business evolves
• Provide analytical support for growth initiatives, including expansion opportunities, investment decisions, and overall profitability planning
• Partner closely with senior leaders and cross-functional teams to translate business performance into clear financial insights and recommendations
• Evaluate strategic priorities through modeling and analysis, including areas such as capital allocation, resource planning, and performance optimization
• Support planning around workforce growth, transactions, and other key business drivers through structured financial frameworks
• Strengthen and standardize financial methodologies, improving consistency across teams and enhancing the scalability of planning processes
• Identify opportunities to streamline workflows, improve data quality, and reduce reliance on manual processes
• Collaborate across finance and business teams to improve alignment, communication, and overall effectiveness of planning outputs
• Operate comfortably at both a high-level strategic view and within detailed financial analysis when needed
• Contribute to a fast-paced, growth-oriented environment with an ability to manage multiple priorities and adapt to change

Requirements:

• Minimum 10 years of experience across FP&A, corporate finance, or related analytical roles
• Must be coming from Financial Services industry (Asset Management, Wealth Management, Investment, Private Equity, etc.)
• Strong financial modeling skills, with experience handling complex and dynamic models
• Experience with credit/lending facilities
• Proven ability to communicate insights clearly to senior stakeholders and influence decision-making
• Experience working in multi-entity or high-growth environments, including exposure to transaction-related activities
• Familiarity with financial services or related industries is helpful but not required
• Hands-on mindset with strong attention to detail and problem-solving ability
• Collaborative approach with the ability to build relationships across functions
• Comfortable navigating ambiguity while maintaining structure and organization