Financial Planning and Analysis Manager
Financial Planning and Analysis Manager
Hamlyn Williams
New York City Metropolitan Area
See who Hamlyn Williams has hired for this role
Hamlyn Williams is partnered with a public global wealth & asset managaement firm with over $70 billion in combined assets. As a growing firm with offices in over 15 major financial centers and over 400 employees across three continents.
Currently, they are seeking a Vice President, FP&A to join their dynamic finance team.
Reporting into the Global Head of FP&A, this position will work closely with senior leadership to drive financial analysis, budgeting, forecasting and enhance the firm's financial reporting infrastructure.
Responsibilities:
- Financial Planning, Analysis, Budgeting & Forecasting
- Provide business analytics and timely forecasts to determine current and future financial performance
- Drive the implementation of rolling forecasts and support quarterly earnings guidance to investors
- Work collaboratively with the Finance team to support monthly reporting
- Support the modernization of the firm's financial reporting by leveraging dashboards and visualization capabilities
- Support and drive successful completion of special projects
- Develop strong banking relationships and assist with capital markets transactions
- Serve as a sounding board to Analysts
- Ad hoc reports and projects as needed
Qualifications
- 5+ years of relevant financial planning & analysis experience
- Wealth/Asset/Alternatives experience is a plus
- Financial Services experience is required
- Bachelor's Degree in Accounting, Finance or Economics - required
- MBA, CPA/CMA is a plus
- Experience working in a dynamic financial planning & analysis team
- Working within a publicly traded company environment highly preferred
- Demonstrated ability in organizing large data sets into clear concise analytical narrative
- Strong attention to detail, very collaborative, strong work ethic, and eager to learn
If interested, please reach out directly to Kailey Clasen: k.clasen@hamlynwilliams.com
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Strategy/Planning -
Industries
Financial Services and Investment Management
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Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance
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