Quick Overview
Job Description
Job DescriptionA Financial Services Firm based in New York City is seeking an experienced professional to join their team as Vice President of FP&A.\n\nResponsibilities:\n\n Support FP&A activities, including budgeting, forecasting, variance analysis, cost center reporting, allocations, and recurring financial reporting deliverables.\n Maintain understanding of allocation methodologies, supporting data structures, governance frameworks, and recurring reporting requirements.\n Evaluate existing reporting and planning processes to identify opportunities to reduce manual work, standardize outputs, strengthen controls, and improve efficiency through automation and AI tools.\n Lead initiatives to improve FP&A workflows, including reporting automation, template optimization, process redesign, and enhanced analytical tools.\n Develop and maintain clear process documentation, partnering with stakeholders to identify pain points, prioritize enhancements, and implement practical improvements.\n Enhance management reporting and executive-level analytics by improving consistency, reducing manual preparation, and increasing insight-driven output.\n Support change management and adoption of new processes by training users, documenting updates, and embedding improvements into standard operating procedures.\n Perform other duties, as needed.\n\n\nResponsibilities:\n\n Bachelor’s degree in Finance, Accounting, Economics, or a related field required.\n Approximately 6–8 years of experience in FP&A, corporate finance, expenses, or a related discipline.\n Hands-on experience leveraging AI tools.\n Demonstrated experience improving finance processes through automation and AI, including workflow redesign, process documentation, and enhancement of recurring reporting or planning deliverables.\n
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