VP, FP&A
Focus Financial Partners · New York, NY; Chicago, IL; St. Louis, MO
About this role
The VP of FP&A is a senior finance leader that will report to the Head of FP&A and lead enterprise-wide FP&A efforts around budgeting, planning, annual forecasting and management reporting for Focus. This role will partner closely with business unit and corporate finance teams as well as business and functional leaders to build scalable and consistent processes and drive deeper insights and predictive measurements of performance.
Primary Responsibilities
- Lead company-wide annual budgeting, forecast and strategic plan which includes the long-range planning process in coordination with business units, strategy team and corporate teams
- Deliver enterprise monthly financial reporting packages to management and the Board with clear interpretation and actionable insights
- Develop and analyze key performance indicators and trends across Focus and business units
- Help translate performance and data into strategic recommendations and business narratives.
- Enhance FP&A tools, systems and process to drive further automation and AI opportunities
- Monitor actual results to budget, forecast and prior-year performance to identify variances and recommend actions
- Perform benchmarking analysis on other industry participants for comparative performance measurement
- Support Board presentations, M&A activities and other special projects as needed
- Ensure financial analysis and reporting meet industry standards and regulatory requirements
- Lead, develop and mentor FP&A team to achieve goals and objectives
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics or related finance field
- 15+ years of progressive experience in FP&A, corporate finance or related roles
- Demonstrated expertise in wealth management, RIAs, private banking, asset management, or broader financial services.
- Experience working in large, complex organizations (both public and private)
- Excellent executive presence, communication, collaboration, and leadership skills
- Strong problem-solving skills with the ability to exercise sound judgement and make decisions
- Advanced proficiency in financial systems
- Advanced Excel skills required, working knowledge of VBA, macros and business intelligence (BI) tools(preferred)
- MBA in Finance (preferred)
- Familiarity with cloud data platforms (preferred)
- Familiarity with TM1, Workday ERP and Adaptive Planning(preferred)
This position is an exempt position. The annualized base pay range for this role is expected to be between $225,000- $275,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. These include: Focus Partners Wealth SCS Financial, Focus Partners Family Office and OCIO Cardinal Point, Focus Partners Canada NorthCoast Asset Management Gelfand, Rennert & Feldman, Focus Partners Business Management Focus Partners Australia & Escala Partners Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. We believe talent is central to realizing our vision—so we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.
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