Overview
Director, Head of FP&A Jobs in New York, NY at Taylor Root
Title: Director, Head of FP&A
Company: Taylor Root
Location: New York, NY
Director, Head of FP&A
New York, NY – Hybrid
A newly created Head of FP&A role to join a leading global investment manager. This is a hands-on, senior individual contributor mandate. You will build out and mature the FP&A function with the focus on strategy, data, and KPIs.
Responsibilities:
- Assess the finance function’s operating model, processes, and technology, and design and implement the plan to build it out.
- Own the operating budget, forecast, and long-range plan, including headcount, compensation accruals, and technology, data, and vendor spend.
- Partner across the business through strategic long-range planning, budgeting, forecasting, and scenario modeling.
- Design management reporting packages and KPI dashboards that drive decision-making for senior leadership.
- Analyze P&L forecasts and actuals, including variance analysis, and synthesize into a concise performance narrative.
- Leverage analytics and visualization tools such as Alteryx, Tableau, and Power BI, and partner with technology on dashboards and reporting automation.
- Drive working capital improvements and greater transparency into cash flow forecasting.
- Deliver executive-ready ad hoc analysis, including segment profitability and scenario work.
Qualifications:
- 10+ years of progressive finance experience across FP&A and corporate strategy, with deep financial services experience.
- Proven experience building or transforming a finance or FP&A function.
- Strong financial modeling, including 3-statement, long-range plan, and 13-week cash flow.
- Strong command of data analytics and visualization tools.
- Working knowledge of alternative investment fund economics and performance metrics.
- Bachelor’s degree in finance, accounting, economics, or a related field; CFA or MBA preferred.
