Job DescriptionDescription for Internal Candidates
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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