Assistant Vice President, Financial Planning & Analysis

Assistant Vice President, Financial Planning & Analysis

About the Company

A leading global financial institution with a strong brand and impactful deal flow

Industry
Banking

Type
Public Company

About the Role

The Company is seeking an Assistant Vice President of Financial Planning & Analysis to support financial planning for fixed income and equities businesses. Responsibilities include preparing monthly financial reports and leadership presentations, analyzing performance by trading desk and product, and supporting forecasts and annual budgets. The role also involves investigating variances, coordinating with business and product control teams on expenses, and managing allocations, reconciliations, and reporting across entities. The successful candidate will help improve and automate financial reporting and planning processes. Candidates should have a bachelor’s degree and 3–5 years of financial services experience, including FP&A or financial analysis. A strong understanding of fixed income, equities, trading products, derivatives, and investment banking accounting practices is required. Advanced Excel and PowerPoint skills are essential, along with experience using financial planning and reporting systems. CPA or CFA certification is preferred; Power BI, SQL, or Python skills are advantageous. Excellent analytical, organizational, and communication skills are also needed.

Functions

• Finance