Overview
Vice President of Financial Planning Analysis Jobs in New York City Metropolitan Area at Nextera Search
Title: Vice President of Financial Planning Analysis
Company: Nextera Search
Location: New York City Metropolitan Area
A Financial Services Firm based in New York City is seeking an experienced FP&A professional to join their team as VP or FP&A.
Responsibilities:
- Support Corporate Services FP&A operations, including recurring reporting, budgeting, forecasting, variance analysis, cost center support, and allocation-related reporting and analysis
- Assist in maintaining allocation processes by supporting methodologies, underlying data, governance standards, and recurring management reporting requirements
- Assess current recurring deliverables and workflows to identify opportunities to streamline processes, reduce manual spreadsheet dependency through AI and automation, strengthen controls, and standardize reporting outputs
- Drive AI and automation initiatives across the team, including workflow optimization, automated reporting solutions, template creation, AI prompt development, and advanced analytics enhancements
- Develop and maintain clear process documentation while collaborating with team members to identify pain points, prioritize process improvements, and ensure solutions align with the team’s operating model
- Enhance executive reporting and management analytics by improving consistency, documentation, automation, and insight generation
- Partner cross-functionally with Corporate Services stakeholders to implement scalable, sustainable, and well-controlled process improvements
- Support the adoption of enhanced workflows through user training, documentation, and integration of updated processes into day-to-day operations
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business, or a related field
- Approximately 6–8 years of experience in FP&A, corporate finance, finance transformation, or a related area
- Experience working within corporate functions or back-office finance environments, with strong knowledge of FP&A fundamentals including budgeting, forecasting, reporting, variance analysis, allocation methodologies, and management reporting
- Hands-on experience utilizing AI tools, such as generative AI, large language models (LLMs), and AI-assisted analytics, within finance or business operations environments
- Proven experience enhancing manual finance workflows through AI and automation, including process documentation, redesign of recurring deliverables, and implementation of scalable planning and reporting solutions
- Ability to operate effectively at the intersection of finance, data, AI, and technology, translating finance requirements into practical AI-enabled process improvements
