Vice President of FP&A

Key Responsibilities:

• Strategic Financial Leadership:
• Lead the FP&A function, providing strategic insights and guidance to the executive team.
• Develop and implement financial strategies to support business objectives and growth.
• Collaborate with senior management to drive financial performance and strategic initiatives.
• Financial Transformation:
• Lead financial transformation projects to enhance efficiency, accuracy, and effectiveness of financial processes.
• Identify and implement best practices, automation, and technology solutions to streamline financial operations.
• Budgeting and Forecasting:
• Oversee the annual budgeting process, including the development of detailed financial models and forecasts.
• Monitor budget performance, analyze variances, and provide actionable insights to stakeholders.
• Ensure alignment of budgeting and forecasting processes with business objectives and strategic goals.
• Dashboard and Reporting:
• Design, develop, and maintain comprehensive financial dashboards and reports for executive management.
• Provide timely and accurate financial information, analysis, and insights to support decision-making.
• Implement data visualization tools and techniques to enhance the clarity and impact of financial reports.
• Financial Analysis:
• Conduct in-depth financial analysis to evaluate business performance, identify trends, and support strategic initiatives.
• Provide financial insights and recommendations to drive profitability, cost management, and operational efficiency.
• Collaborate with cross-functional teams to analyze financial implications of business decisions.
• Family Office Management:
• Manage financial activities for family office clients, including investment analysis, portfolio management, and wealth planning.
• Ensure compliance with regulatory requirements and maintain accurate records of family office transactions.
• Provide strategic financial advice and support to family office stakeholders.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• Proven experience in FP&A roles within Big 4 accounting firms and family office environments.
• 15+ years experience.
• Demonstrated expertise in financial transformation, including process improvements, automation, and technology implementation.
• Strong proficiency in budgeting, forecasting, and financial modeling.
• Experience in designing and developing financial dashboards and reports using data visualization tools (e.g., Tableau, Power BI).
• Excellent analytical, problem-solving, and strategic thinking skills.
• Strong leadership and communication abilities, with the capacity to influence and collaborate with senior executives.
• Advanced knowledge of financial software and systems (e.g., ERP, EPM).

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