VP, Financial Planning – Analysis

Osaic

. Lead enterprise financial planning processes, including annual budgeting, quarterly forecasting, long-range planning, and scenario modeling .

Posted 10/23/2026full-timeUnited StatesLead💰 $220,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling, while effectively communicating complex financial data to senior leadership. Proven ability to lead FP&A teams and drive process improvements across financial governance and reporting frameworks.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Budgeting And ForecastingFinancial ModelingLeadership And Team DevelopmentExecutive Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingFinancial ModelingStrategic PlanningVariance AnalysisData Quality ManagementPerformance OptimizationCost DisciplineROI AssessmentScenario Modeling

Soft Skills

Excellent Communication SkillsInfluencing C-Suite StakeholdersChange ManagementAnalytical RigorTeam Leadership

Tools & Technologies

ExcelPowerPointAdaptive InsightsAnaplanWorkday Adaptive Planning

Certifications & Qualifications

MBACFACPA

Industry Keywords

Financial ServicesWealth ManagementBroker-DealerCross-Functional InitiativesMulti-Entity Environment

About the role

Key responsibilities & impact

Lead enterprise financial planning processes, including annual budgeting, quarterly forecasting, long-range planning, and scenario modeling
Partner with the CFO and Executive Leadership Team on performance optimization, cost discipline, capital allocation, and enterprise-level analytic projects
Oversee monthly and quarterly enterprise financial reporting, variance analyses, insights, and recommendations for executive leadership and the Board
Lead the FP&A organization, build capabilities, develop talent, and ensure analytical rigor
Craft external communications and narratives for investors and rating agencies
Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks
Partner with Accounting, Corporate Development, IT, HR, and business-unit leaders to align financial plans with operational strategy
Support M&A evaluation, integration modeling, synergy tracking, and ROI assessment for strategic investments
Implement automation, analytical tools, and best-practice methodologies to scale financial insights and improve enterprise visibility
Advise senior leaders by translating complex financial data into actionable business guidance
Lead change management and scalable processes across the enterprise

Requirements

What you’ll need

Bachelor’s Degree from an accredited university in Finance, Accounting, Business Administration, Economics, or related field required
12+ years of progressive finance experience
At least 5 years leading FP&A teams or equivalent senior finance function
Demonstrated executive presence and ability to influence C-suite stakeholders
Deep expertise in budgeting, forecasting, financial modeling, and strategic planning
Strong understanding of unit economics, KPIs, and financial performance drivers
Proven experience leading cross-functional initiatives in a complex, multi-entity environment
Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint)
Strong leadership capability with experience developing high-performing teams
Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders
Prior experience in financial services, wealth management, or broker-dealer environments preferred
Experience supporting M&A modeling, integration, and synergy realization preferred
Familiarity with Adaptive Insights, Anaplan, or Workday Adaptive Planning preferred
Strong background in process automation or analytical technology implementations preferred
MBA or relevant advanced certification (CFA, CPA) preferred

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401k
Paid time away
Volunteer days