Financial Planning and Analysis AVP (New York City Metropolitan Area)
perennial resources internationalNew York, NY
Financial Planning and Analysis AVP (New York City Metropolitan Area)
perennial resources internationalNew York, NYSenior L5
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Job Description:
We are seeking an AVP to support Markets FP&A, covering revenues and expenses for the Fixed Income (FID) and Equities (EQ) LOBs across the firm. The role focuses on producing accurate, timely monthly deliverables and supporting the FP&A leads for each LOB. The ideal candidate has FP&A or finance experience supporting FID and/or EQ businesses and can hit the ground running on recurring processes. The role requires strong analytical skills, attention to detail and the ability to partner with business managers, COOs, Product Control and head office (Japan).
Key Responsibilities:
Produce monthly FID and EQ deliverables, including month-end actuals, revenue and expense reporting, and management packsPrepare senior management presentations and ad hoc analysis on revenue and cost drivers by desk and productSupport the weekly/monthly forecast and annual budget for FID and EQPrepare plan, forecast and YoY variance analysis, working with the front office and Product Control to explain key driversAnalyze direct and allocated expenses and support monthly cost reviews with business COOsMaintain reporting standards and data integrity for FID and EQ per HO (Japan) requirementsMaintain hierarchies and mappings (desks, trading books, cost centers, entities) across systemsSupport monthly allocations and inter-entity reconciliations across Americas legal entitiesHelp streamline and automate reporting, forecasting and budgeting processes, including in OneStreamRespond to ad hoc requests from HO (Japan), LOB leads and Finance partnersBasic Qualifications: Bachelor's degree in finance, accounting, economics or a related field (CPA/CFA a plus)3–5 years of financial services experience, including 2+ years in FP&A, product control or financial analysisExperience supporting Fixed Income and/or Equities businesses in a finance role strongly preferredWorking knowledge of FID and EQ products (e.g., rates, credit, securitized products, cash equities, derivatives) and their revenue/expense driversAdvanced Excel and PowerPoint skills; experience with OneStream, Hyperion, Anaplan or PeopleSoftUnderstanding of income statement data across business line, desk, entity and head office reporting dimensionsStrong attention to detail and ability to manage recurring deadlines with minimal supervisionClear communicator with strong problem-solving skillsPreferred Qualifications: Familiarity with US GAAP and/or IFRSKnowledge of GL concepts (profit/cost centers, trading books, allocations, inter-entity transfers) at an investment bank or broker-dealerExperience with Power BI, Power Query, SQL or PythonExperience at a foreign or Japanese bank with head office reporting requirements
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Level
Senior L5
Location
New York, NY
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
today