Job Description: Head of FP&A

Overview

We are seeking a dynamic and strategic Head of Financial Planning and Analysis (FP&A) to lead and drive our financial strategy in alignment with our organizational objectives. This role offers a unique opportunity to play a key part in shaping the financial future of our company, particularly within the financial services and private equity sectors. The ideal candidate will bring robust expertise in finance, FP&A, and data modeling, as well as a proven track record in private equity. We are passionate about fostering a diverse and inclusive workplace and welcome applicants from all backgrounds.

As the Head of FP&A, you will be at the forefront of financial planning, driving data-informed decision-making, and equipping leadership with critical insights to accelerate business growth and operational efficiency.

Responsibilities

• Strategic Leadership: Lead the FP&A team in developing and executing financial strategies aligned with organizational goals.
• Financial Reporting: Oversee the preparation of robust financial forecasts, budgets, and performance analysis to present to senior leadership and stakeholders.
• Data Modeling: Build and refine financial models to provide actionable insights and scenario analyses guiding decision-making processes.
• Private Equity Expertise: Partner closely with private equity stakeholders to support deal evaluations, portfolio management, and investment opportunities.
• Stakeholder Collaboration: Work cross-functionally with key departments such as Accounting, Operations, and Investments to support company-wide growth initiatives.
• Process Improvement: Identify and implement best practices in FP&A processes, tools, and systems to improve operational efficiency and streamline reporting.
• Risk Management: Monitor financial risks and opportunities, ensuring prompt identification of challenges and effective mitigation strategies.
• Team Development: Mentor and manage a high-performing FP&A team, fostering an environment of collaboration, growth, and innovation.
• Diversity, Equity & Inclusion: Champion DEI principles and strategies both within the team and across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA/CFA preferred.
• Extensive experience (8+ years) in financial planning and analysis, with significant exposure to the financial services and/or private equity industries.
• Strong proficiency in financial modeling, forecasting, and data analysis tools (e.g., Excel, Tableau, Power BI).
• In-depth knowledge of private equity fund structures, portfolio management, and deal analysis.
• Proven experience in leading teams, stakeholder management, and building strategic partnerships.
• Excellent analytical, communication, and presentation skills, with a talent for translating complex data into actionable insights.
• A proactive approach to identifying opportunities and solving challenges.
• A commitment to fostering a culture of diversity, equity, and inclusion.

Day-to-Day

• Develop and oversee the preparation of detailed financial performance reviews, including variance analyses and key performance indicators (KPIs).
• Lead quarterly and annual forecasting processes in partnership with internal and external stakeholders.
• Collaborate with private equity partners to ensure strategic alignment with investment goals and performance benchmarks.
• Continuously refine and update financial models to reflect evolving business initiatives and market trends.
• Provide real-time financial advisory to senior leadership, offering innovative solutions for cost optimization and revenue growth.
• Engage actively with the FP&A team, offering mentorship, support, and growth opportunities.
• Champion finance-enabled innovation to strengthen the company’s competitive position in the market.