VP, Financial Planning and Analysis at KBW Financial

We are seeking a dynamic VP of Financial Planning and Analysis to become a vital member of our financial leadership team. In this role, you’ll play a crucial part in shaping and enhancing our FP&A function, providing strategic insights and guidance that drive our company's growth and profitability.

Why This Role is for You:

Reporting directly to the CFO, you will oversee global reporting, forecasting, and analysis across the entire P&L. This is your chance to lead a high-performing team of finance professionals who collaborate across the organization, acting as trusted business partners. You’ll be at the forefront of driving transformative change, building FP&A capabilities that serve as catalysts for growth and enhancing our enterprise value.

This position is a fantastic opportunity for those aspiring to become a CFO in a VC/PE-backed environment. You’ll work closely with the management team and the Board in an exciting, fast-paced setting, gaining invaluable experience and insights.

Key Responsibilities:

• Lead Financial Insights: Oversee financial reporting, planning, and analysis, partnering with management to deliver valuable insights that influence strategic decisions.

• Monthly Reporting Ownership: Manage monthly P&L reports, Key Performance Indicators (KPI) tracking, operational dashboards, and in-depth analysis of business trends.

• Strategic Financial Planning: Develop and streamline processes for financial planning and forecasting that align with our strategic goals.

• Annual Budget Management: Ensure accurate, comprehensive, and timely completion of the company’s annual revenue and expense budgets.

• Multi-Year Strategic Planning: Drive the strategic planning process, including multi-year plans and analyses for potential acquisitions.

• Board-Level Presentations: Prepare analysis, commentary, and presentations for monthly and quarterly financial reviews with the Board and external lenders.

• Collaborative Financial Modeling: Provide financial modeling and analysis for new product development and long-term contracts as a key business partner.

• Thought Leadership: Drive operational efficiencies and strategic initiatives across departments, moving beyond traditional budgeting and planning.

• Innovate Financial Tools: Optimize our financial reporting and analysis tools to enhance budget and forecast processes.

• Adaptability: Embrace new responsibilities and projects as they arise, showcasing your flexibility and proactive approach.

• Bachelor's degree in Accounting, Finance or related field required; MBA preferred 
• 10+ years of professional experience in FP&A
• Experience leading in diligence and integrations related to M&A
• Proven track record of meeting or exceeding business objectives 
• Demonstrated ability to manage tight deadlines and prioritize workloads 
• Strong financial modeling skills: ability to develop and execute strong financial models 

Location: We prefer candidates who can commute to our Boston, MA office two days a week.

If you are ready to make a significant impact and take the next step in your finance career, we invite you to apply and be a part of our journey toward growth and excellence! For immediate consideration, please send a copy of your resume to Chris Grassi at cgrassi@kbwfinancial.com


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