Assistant Vice President

Our client is a financial and real estate services company specializing in equities, investment banking, and fixed income products. The role will manage monthly allocations, support the annual budgeting process, analyze departmental expenses, and produce financial materials.

Responsibilities

Prepare financial analysis, presentations, and reporting materials used by leadership and senior executives in budget reviews and strategic discussions; Support the annual budgeting and periodic forecasting processes including maintaining budgeting models and tracking compensation and non-compensation expenses; Monitor monthly expense performance versus budget and forecast, analyze key variances, and provide insights to FP&A leadership and business partners; Analyze and validate operational metrics that drive allocation models and ensure accurate distribution of expenses across business units; Manage the monthly shared services cost allocation process; Support the year-end compensation review process

Requirements

Bachelor’s degree required; 4-8 years of experience in FP&A, corporate finance, or financial analysis; Experience supporting corporate functions within financial services; Strong experience with budgeting, forecasting, and expense management processes; Experience preparing financial analysis, presentations, and reporting materials for senior management; Experience using Tableau or similar data visualization tools; Experience with automation, AI tools, or process improvement initiatives