Leadervest · 4 days ago
Head of Financial Planning Analysis
NYC Metro Area
Full-time
Hybrid
Director/Executive
$200K/yr - $275K/yr
10+ years expLeadervest is a fast-growing and sophisticated financial services organization operating within capital markets and structured lending. They are seeking a Head of Financial Planning & Analysis to lead enterprise-wide financial planning, modeling, and executive reporting, serving as a key strategic partner to senior leadership.
AdvertisingLead GenerationMarketingSocial Media Management
Hiring Manager
Ross Campbell
Responsibilities
Lead all FP&A activities, including budgeting, forecasting, long-range planning, and variance analysis
Build and maintain complex, hands-on financial models supporting structured lending, capital allocation, and scenario analysis
Develop management reporting packages and dashboards for executive leadership and board-level discussions
Partner closely with senior executives to evaluate strategic initiatives, growth opportunities, and risk-adjusted returns
Analyze revenue drivers, funding structures, portfolio performance, and margin dynamics
Own forecasting accuracy and continuously refine assumptions tied to market conditions and capital markets activity
Support capital markets initiatives with ad hoc analysis, sensitivity modeling, and stress testing
Improve FP&A processes, tools, and data infrastructure as the organization scales
Qualification
Required
10+ years of progressive FP&A or corporate finance experience
Demonstrated experience in capital markets, structured lending, specialty finance, or complex financial services environments
Advanced financial modeling skills; must be comfortable building models from scratch
Strong executive presence with the ability to translate complex financial data into clear insights
Experience supporting senior leadership with decision-ready analysis and reporting
Advanced Excel required; experience with BI tools or financial systems is an asset
Preferred
CPA, CFA, or MBA strongly preferred
Benefits
Hybrid working model
Competitive compensation package aligned with seniority and scope
Company
Leadervest
Leadervest believes purpose and innovation are the keys to a sustainable society. It offers services like marketing strategy and more.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase