Financial Planning and Analysis Vice President (FP&A) jobs in United States
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Social Capital Resources · 4 days ago

Financial Planning and Analysis Vice President (FP&A)

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$200K/yr - $225K/yr
date10+ years exp

Social Capital Resources is a Top-Tier Investment Management Company in Midtown, Manhattan seeking an FP&A Manager for a full-time position. The role involves financial planning and analysis, ensuring alignment with strategic objectives, developing forecasts, and leading budgeting processes while supporting treasury operations and collaborating with senior leadership on financial strategies.

EmploymentFinancial ServicesFinTechRecruitingStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

Financial planning and analysis, ensuring alignment with the firm's strategic objectives and operational efficiency
Develop and maintain rolling forecasts to provide accurate financial projections for both short-term and long-term planning
Co-lead the annual budgeting process, ensuring cross-functional alignment with key stakeholders
Play a key role in the selection, coordination and implementation of a new Enterprise Resource Planning (ERP) system
Support treasury operations, including cash flow forecasting, liquidity planning, and financial risk management
Collaborate with senior leadership to develop financial strategies, performance metrics, and reporting frameworks that drive firm-wide decision-making
Monitor department budgets, ensuring financial discipline and providing insights for cost management
Conduct comprehensive financial analysis, including but not limited to variance analysis, cost analysis, profitability analysis, and financial modeling
Partner with the HR team to analyze and evaluate compensation structures to ensure market competitiveness and internal equity

Qualification

Financial modelingGAAP knowledgeERP implementationMBACFACPAFinancial forecastingOrganizational skillsAttention to detailRelationship building

Required

Bachelor's degree in Accounting or Finance
10+ years of relevant work experience
5+ years of progressive experience in FP&A, preferably in financial services
Strong GAAP knowledge and familiarity with major ERP systems
Proficiency in financial modeling & forecasting (Excel, PowerBI, Adaptive Insights, or similar tools)
Deep understanding of generally accepted accounting principles (GAAP)
Ability to establish and maintain effective relationships across all levels of the firm
Strong organizational skills and attention to detail

Preferred

MBA, CFA, or CPA a plus
Experience with ERP implementation is a plus

Company

Social Capital Resources

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Headquartered in New York City, Social Capital Resources is a recruiting firm dedicated to facilitating the needs of both clients and candidates within the Financial Services, Finance/Accounting, FinTech and Technology industries.
dateFounded in 2017
location
New York, New York, USA
people-size11-50 employees
web-link
https://scrsearchnow.com

H1B Sponsorship

Social Capital Resources has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (3)
2022 (2)
2021 (1)
2020 (5)

Funding

Current Stage
Early Stage

Leadership Team

M
Matt Solomon
Founder and Managing Partner
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Company data provided by crunchbase