Our client is a global financial service company headquartered in NYC and they are looking for a VP of Financial planning to lead the Global budget and expense process. This is a critical role and the incumbent will have direct interaction with C level executives.

Salary Range: $200,000 – $225,000 + 50% B

Responsibilities:

• Oversee Global budget and expense function managing a large team of advanced professionals
• The position will focus on planning, forecasting, financial reporting & analysis for several corporate departments including technology, and assist with developing multi-year expense forecasts.
• A core part of the responsibilities will be to coordinate the annual budget process through partnership, collaboration and interface with various stakeholders including Insurance, Investments, Corporate Departments, Corporate Finance and Controllers.
• Develop and drive consistent processes and deliverables for the budgeting and expense analyst teams
• Update Forecasts/Budgets to reflect management expectations and changing business requirements
• Lead financial consolidation efforts for corporate expense budgets and forecasts
• Develop reporting processes, standard reports, financial/utilization models and ad hoc financial analysis
• Critically analyze financial data, draw conclusions and effectively articulate recommendations and results to stakeholders
• Manage the process and produce the quarterly calculation for both the Short Term Incentive and the Long Term Incentive Plans
• Provide insightful financial analyses and presentations (standard and ad-hoc) to leadership, which contribute to their effectiveness and the oversight of New York Life’s expense base
• Lead and manage a team of both internally and externally sourced labor

Qualifications:

• A minimum of 15 years of experience
• Managerial experience overseeing a large team of advanced finance professionals
• Advanced degree, prefer an MBA from a top school
• Has worked for a global financial service company –banking, hedge fund, insurance etc.