AVP, FP&A

As a key member of the FP&A team, the Business Line FP&A AVP will serve as the dedicated finance partner for one of Jefferies' core business lines—Equities. This role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication.

You'll work at the intersection of finance and business strategy, collaborating closely with Front Office COOs, Controllers, and the broader FP&A function to deliver accurate, timely insights that drive decision‑making. Beyond day‑to‑day financial management, you'll play a pivotal role in our Board Enterprise Planning implementation, translating business requirements into scalable reporting solutions and championing technology-enabled transformation.

Core Responsibilities

Own the financial planning cycle for your assigned business line (Equities), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation

Produce high‑quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight‑driven variance analysis

Prepare executive‑ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights

Act as a trusted finance advisor to the business line, providing responsive, high‑quality analysis for strategic initiatives, resource planning, and time‑sensitive management questions

As part of the Board Enterprise Planning implementation efforts, the AVP will translate business requirements into sustainable reporting solutions, problem‑solving technical challenges, and delivering the project roadmap

Communicate clearly and confidently with senior stakeholders

Build influential cross‑functional relationships across FP&A, Front Office COOs, Controllers, IT, and business teams, demonstrating sound judgment in prioritization, escalation, and issue resolution

Qualifications

+7 years of progressive FP&A experience, preferably within financial services

Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently

Strong financial modeling, consolidation, and variance analysis capabilities

Understanding of Capital Markets business models, revenue drivers, and expense structures

Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences

Education
Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field

Advanced degree (MBA, CFA) a plus but not required

Primary Location: New York Full Time Salary Range of $150,000-$165,000.

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