Associate Director, Enterprise Financial Planning & Analysis
FINRA, New York, NY, United States
Overview
The Associate Director of Enterprise Financial Planning & Analysis (FP&A) is an experienced individual contributor role for a developing subject matter expert who operates with significant autonomy. This position is responsible for conducting sophisticated financial analysis and planning across key organizational areas while serving as a liaison between Enterprise Finance and Business Unit Finance teams to ensure alignment and coordination of financial processes. This role requires exceptional analytical skills, and the ability to help translate complex financial data into actionable insights for senior leadership and Board reporting. Essential Job Functions
Serves as a top-level specialist to recommend innovative financial modeling techniques and forecasting methods to improve financial performance. Adapts to changing business requirements, data sources, and analytical tools to ensure the accuracy and reliability of financial data. Advises senior management and key internal stakeholders of financial planning complications and provides recommendations for addressing issues and optimizing performance. Reviews for accuracy of financial reports and analyses, ensuring compliance with internal controls and policies. Partners with FP&A Business Functional teams to create and deliver Enterprise financial reports and analyses in support of enterprise-wide budgets and strategies. Coordinates the preparation of pertinent information for internal and external clients, including requests for analysis, financial information, and reports. Benchmarks financial metrics against industry standards to identify areas for improvement and devise solutions for achieving financial goals. Creates and maintains financial dashboards and variance narratives. Partners with team members to manage business case review and approval process in support of strategic initiatives and capital allocations. Coaches and trains junior colleagues in techniques, processes and responsibilities. Demonstration of FINRA’s values. Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity. Education/Experience Requirements
Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field, or equivalent combination of education and relevant work experience required. MBA or Master’s degree in Finance/Accounting preferred. CPA, CFA, or other relevant professional certification preferred. Minimum eight (8) years of progressive experience in financial planning & analysis (FP&A), corporate finance, or related field. Minimum three (3) years of experience in a senior FP&A role with budget/forecast responsibility. Experience collaborating with multiple business units and finance teams. Experience in financial services or regulated industry environment preferred. Knowledge Requirements
Advanced proficiency in financial modeling, analysis, and forecasting techniques. Advanced skills in Excel, including complex formula, data analysis, and financial modeling. Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and ERP systems. Strong knowledge of GAAP accounting principles and financial reporting. Experience with business intelligence tools (e.g., Adaptive, Workday, Power BI) preferred. Skills Requirements
Strong analytical and critical thinking skills with high attention to detail. Strong written and verbal communication skills with ability to present financial information and data findings clearly for senior leadership. Proven ability to work independently and manage multiple projects simultaneously. Strong interpersonal skills and ability to build effective working relationships across teams. Developing leadership capabilities with ability to influence without direct authority. High degree of integrity and discretion in handling sensitive financial information. Adaptability and continuous learning mindset to develop subject matter expertise. Working Conditions
Hybrid work environment, with defined in-person presence requirements. Extended hours and overnight travel as needed. Salary and Compliance Information
For work that is performed in CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. FINRA complies with all state and local pay transparency laws and regulations requiring the disclosure of salary ranges for the position. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and market considerations. CO/FL/TX: Minimum Salary $114,200, Maximum Salary $207,200 IL/PA: Minimum Salary $125,900, Maximum Salary $228,000 MA/MD/VA/Washington, DC: Minimum Salary $131,200, Maximum Salary $238,300 NY/NJ: Minimum Salary $131,200, Maximum Salary $248,700 #LI-Hybrid Application Information
To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. Legal and Policy Considerations
The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly. Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. FINRA provides comprehensive health, dental and vision insurance, life and disability coverage, retirement plans, and other benefits. FINRA also offers time off and paid leave programs as described in the original posting. Important Notices
FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures related to our role as a securities regulator. All other standard notices and equal opportunity statements apply. FINRA is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, age, national origin, ethnicity, religion, disability, military or veteran status, sex, or any other status protected by law.
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The Associate Director of Enterprise Financial Planning & Analysis (FP&A) is an experienced individual contributor role for a developing subject matter expert who operates with significant autonomy. This position is responsible for conducting sophisticated financial analysis and planning across key organizational areas while serving as a liaison between Enterprise Finance and Business Unit Finance teams to ensure alignment and coordination of financial processes. This role requires exceptional analytical skills, and the ability to help translate complex financial data into actionable insights for senior leadership and Board reporting. Essential Job Functions
Serves as a top-level specialist to recommend innovative financial modeling techniques and forecasting methods to improve financial performance. Adapts to changing business requirements, data sources, and analytical tools to ensure the accuracy and reliability of financial data. Advises senior management and key internal stakeholders of financial planning complications and provides recommendations for addressing issues and optimizing performance. Reviews for accuracy of financial reports and analyses, ensuring compliance with internal controls and policies. Partners with FP&A Business Functional teams to create and deliver Enterprise financial reports and analyses in support of enterprise-wide budgets and strategies. Coordinates the preparation of pertinent information for internal and external clients, including requests for analysis, financial information, and reports. Benchmarks financial metrics against industry standards to identify areas for improvement and devise solutions for achieving financial goals. Creates and maintains financial dashboards and variance narratives. Partners with team members to manage business case review and approval process in support of strategic initiatives and capital allocations. Coaches and trains junior colleagues in techniques, processes and responsibilities. Demonstration of FINRA’s values. Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity. Education/Experience Requirements
Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field, or equivalent combination of education and relevant work experience required. MBA or Master’s degree in Finance/Accounting preferred. CPA, CFA, or other relevant professional certification preferred. Minimum eight (8) years of progressive experience in financial planning & analysis (FP&A), corporate finance, or related field. Minimum three (3) years of experience in a senior FP&A role with budget/forecast responsibility. Experience collaborating with multiple business units and finance teams. Experience in financial services or regulated industry environment preferred. Knowledge Requirements
Advanced proficiency in financial modeling, analysis, and forecasting techniques. Advanced skills in Excel, including complex formula, data analysis, and financial modeling. Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and ERP systems. Strong knowledge of GAAP accounting principles and financial reporting. Experience with business intelligence tools (e.g., Adaptive, Workday, Power BI) preferred. Skills Requirements
Strong analytical and critical thinking skills with high attention to detail. Strong written and verbal communication skills with ability to present financial information and data findings clearly for senior leadership. Proven ability to work independently and manage multiple projects simultaneously. Strong interpersonal skills and ability to build effective working relationships across teams. Developing leadership capabilities with ability to influence without direct authority. High degree of integrity and discretion in handling sensitive financial information. Adaptability and continuous learning mindset to develop subject matter expertise. Working Conditions
Hybrid work environment, with defined in-person presence requirements. Extended hours and overnight travel as needed. Salary and Compliance Information
For work that is performed in CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. FINRA complies with all state and local pay transparency laws and regulations requiring the disclosure of salary ranges for the position. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and market considerations. CO/FL/TX: Minimum Salary $114,200, Maximum Salary $207,200 IL/PA: Minimum Salary $125,900, Maximum Salary $228,000 MA/MD/VA/Washington, DC: Minimum Salary $131,200, Maximum Salary $238,300 NY/NJ: Minimum Salary $131,200, Maximum Salary $248,700 #LI-Hybrid Application Information
To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. Legal and Policy Considerations
The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly. Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. FINRA provides comprehensive health, dental and vision insurance, life and disability coverage, retirement plans, and other benefits. FINRA also offers time off and paid leave programs as described in the original posting. Important Notices
FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures related to our role as a securities regulator. All other standard notices and equal opportunity statements apply. FINRA is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, age, national origin, ethnicity, religion, disability, military or veteran status, sex, or any other status protected by law.
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