VP - FP&A

The Vice President of FP&A will serve as a strategic finance leader responsible for driving financial planning, forecasting, performance analytics, and executive‑level reporting across the firm. This individual will partner closely with senior management to support decision‑making, enhance financial transparency, and develop high‑impact dashboards and insights using Power BI.

Client Details

The company is a well-established organization within the financial services industry. It operates as a medium-sized entity, offering a stable work environment with opportunities for professional growth.

Description

• Lead the firmwide budgeting, forecasting, and long‑range planning processes, ensuring accuracy, consistency, and alignment with strategic objectives.
• Develop scenario models, profitability analyses, and forward‑looking financial insights to support business line strategy and capital planning.
• Partner with business heads to evaluate revenue drivers, expense trends, investment opportunities, and performance against plan.

• Own monthly and quarterly management reporting, including P&L analysis, variance commentary, KPIs, and board‑level deliverables.
• Design and maintain Power BI dashboards that provide real‑time visibility into financial performance, operational metrics, and strategic initiatives.
• Deliver insights to senior leadership by transforming complex data into clear, actionable narratives.

• Champion the firm's data transformation efforts, leveraging Power BI, Excel, and database tools to automate workflows and improve reporting accuracy.
• Ensure governance, quality, and consistency of financial data across all reporting platforms.
• Identify opportunities to streamline FP&A processes through analytics, automation, and improved data integration.

• Collaborate with business lines to evaluate new product initiatives, pricing models, cost efficiency programs, and capital allocation decisions.
• Provide financial due diligence and modeling support for M&A, partnerships, and strategic investments.
• Serve as a trusted advisor to senior leadership by providing data‑driven recommendations that influence firmwide strategy.

Profile

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
• 5+ years of FP&A experience within financial services (banking, asset management, fintech, PE/VC, or insurance).
• Strong command of Power BI (DAX, data modeling, dashboard design) and proficiency in Excel; familiarity with SQL or other analytical tools a plus.
• Deep understanding of financial statements, P&L drivers, capital metrics, and key financial industry KPIs.
• Proven ability to synthesize large datasets into clear business insights.
• Excellent communication skills with experience presenting to executives and boards.
• Demonstrated leadership ability with experience managing and developing analytical teams.
• Strong organizational skills, attention to detail, and ability to thrive in a fast‑paced environment.

Job Offer

• Competitive salary ranging from $150,000 to $165,000.
• Comprehensive benefits package.
• Opportunities for professional development and career advancement.
• Supportive and collaborative company culture.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.