Vice President – Enterprise – FP&a

Vice President – Enterprise – FP&a

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or advanced degree preferred.
• Minimum 10 years in financial planning and analysis, with a strong track record in the financial services industry.
• Exceptional analytical and strategic thinking abilities
• Strong leadership and team development capabilities
• Excellent communication and executive presentation skills
• Proven ability to influence cross-functional teams and senior stakeholders.

Responsibilities

• Design and implement planning processes aligned with the organization’s strategic goals.
• Oversee enterprise forecasting and budgeting activities, ensuring accuracy and alignment with growth objectives.
• Monitor business performance and key metrics to provide insightful analysis and data-driven recommendations.
• Partner with business leaders to support operational decisions and strategic initiatives with financial insights.
• Lead, develop, and mentor the FP&A team, fostering a high-performance culture focused on innovation and continuous improvement.
• Direct the preparation of internal and external financial reports and presentations for senior leadership and regulatory stakeholders.
• Ensure financial planning and reporting processes adhere to all relevant policies, standards, and regulations.
• Challenge the status quo, reimagine financial processes, and advise on strategic investments aligned with enterprise priorities.
• Play a key role in financial transformation initiatives, driving enterprise-wide strategy and accountability in dynamic, evolving environments.

Preferred Qualifications

• Experience in wealth management or retirement solutions
• Proficiency in financial systems such as Oracle Cloud Enterprise Performance Management (EPM)
• Advanced skills in Microsoft Excel and PowerPoint