Vice President, FP&A

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as Vice President of FP&A.

Responsibilities:

• Support FP&A activities, including budgeting, forecasting, variance analysis, cost center reporting, allocations, and recurring financial reporting deliverables.
• Maintain understanding of allocation methodologies, supporting data structures, governance frameworks, and recurring reporting requirements.
• Evaluate existing reporting and planning processes to identify opportunities to reduce manual work, standardize outputs, strengthen controls, and improve efficiency through automation and AI tools.
• Lead initiatives to improve FP&A workflows, including reporting automation, template optimization, process redesign, and enhanced analytical tools.
• Develop and maintain clear process documentation, partnering with stakeholders to identify pain points, prioritize enhancements, and implement practical improvements.
• Enhance management reporting and executive-level analytics by improving consistency, reducing manual preparation, and increasing insight-driven output.
• Support change management and adoption of new processes by training users, documenting updates, and embedding improvements into standard operating procedures.
• Perform other duties, as needed.

Responsibilities:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Approximately 6–8 years of experience in FP&A, corporate finance, expenses, or a related discipline.
• Demonstrated experience improving finance processes through automation and AI, including workflow redesign, process documentation, and enhancement of recurring reporting or planning deliverables.