Vice President, Business Planning & Analysis Greater New York City, NY Area
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About the Role
Greater New York City, NY Area (On-site)(New York City, New York)
The Company is in search of a Vice President for Business Planning and Analysis to join their Wealth Management team. The successful candidate will be responsible for leading financial planning and analysis activities that are essential for strategic decision-making within the business. This includes the development and implementation of business models and forecasting techniques to enhance operational efficiency. The role also involves close collaboration with cross-functional teams to ensure that business planning initiatives are in line with the company's strategic objectives. The Vice President will be expected to provide clear and insightful financial analysis and reporting to senior management, maintain compliance with regulatory and policy requirements, and drive process improvements to strengthen business performance. Applicants for the Vice President, Business Planning and Analysis role at the company should have a Bachelor's degree in finance, business administration, or a related field, with 5-10 years' of experience in financial planning and analysis, business operations, or a similar area. Strong analytical, problem-solving, communication, and interpersonal skills are essential, as is proficiency in financial modeling and forecasting tools. An advanced degree or relevant certifications are preferred. The company values a culture of excellence and is dedicated to the growth and success of its employees. The role offers the opportunity to be part of a leading global financial services company that is at the forefront of the industry, leveraging cutting-edge technology and AI to deliver transformative solutions.
Functions:
- Finance
About the Company
Internationally recognized investment services firm
Industry
Financial Services
Type
Public Company (BK)
Age
employees
10,001+
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