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Vice President, Finance FP&A

San Diego, CA, United States

Vice President, Finance FP&A

About the Company

Profitable broker & financial advisory firm

Industry

Financial Services

Type

Public Company

Founded

1989

Employees

5001-10,000

Categories

Financial Services

Consulting & Professional Services

Brokerage

Finance

Investment Banking

San Diego

Employee Advisor

Financial Advisor

Financial Professional

LPL

LPL Financial

Linsco Advisor

Linsco Private Ledger

RIA

Registered Investment Advisor

Strategic Wealth Services

Strategic Wealth Services Advisor

Investing

Financial Advisers

Specialties

Independent Broker/Dealer

Institution Services

RIA

Independent Advisors

Custom Clearing Services

and Financial Services

Business Classifications

B2B

About the Role

The Company is seeking a VP, Finance FP&A to join their dynamic team. Responsibilities for this role include coordinating with key stakeholders to complete monthly variance commentary, developing standardized dashboards and reports for financial performance assessment, and recognizing system inefficiencies to implement effective solutions. The VP, Finance FP&A will also be expected to deliver ad hoc analysis, modeling, and additional responsibilities as required. The role involves managing consolidated financial reporting, communicating financial results to senior leadership, and supporting decision-making with insightful financial analysis. The ideal candidate is a strong collaborator with a minimum of 10 years' of relevant experience and a BA degree in finance, business, or economics. Preferences for the role include experience in FP&A, investor relations, or financial services, as well as a background in consolidated P&L analysis. An MBA, CPA, or CFA is also a plus. The company values a client-focused, team-oriented approach and is dedicated to providing a world-class client experience. The successful candidate will be proficient in MS Excel and PowerPoint, detail-oriented, and possess strong communication and presentation skills to interact with various levels of management, including the C-suite.

Hiring Manager Title

SVP, Corporate FP&A

Travel Percent

Less than 10%

Functions

Finance

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