FINRA

Director, Financial Planning – Analysis

FINRA

full-time

Posted on:

Location Type: Hybrid

Location: Rockville • Florida • Illinois • United States

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Salary

💰 $131,100 - $305,000 per year

Job Level

Lead

About the role

  • Develop comprehensive Enterprise financial planning strategies and processes
  • Manage BU-specific annual budgets, rolling forecasts, and long-range financial plans
  • Oversee creation of executive-ready analyses, dashboards, and narratives
  • Monitor and report on financial KPIs and business drivers; provide recommendations
  • Build financial tools and models to enhance efficiency and stakeholder financial literacy
  • Drive advanced financial modeling and scenario analysis
  • Establish frameworks and standards for consistency and accuracy across units
  • Develop and maintain enterprise financial models for what-if analysis
  • Coach and develop team members and manage performance

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
  • MBA or Master's degree in Finance/Accounting preferred
  • CPA, CFA, or other relevant professional certification optional
  • Minimum ten (10) years of progressive experience in financial planning & analysis (FP&A), corporate finance, financial services, or related field
  • Minimum five (5) years of people management experience required
  • 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, Workday, Power BI) preferred
  • Deep knowledge of GAAP accounting principles and financial reporting.
Benefits
  • Comprehensive health, dental and vision insurance
  • 401(k) plan with company match
  • Tuition reimbursement
  • Commuter benefits
  • Adoption assistance
  • Backup family care
  • Surrogacy benefits
  • Employee assistance
  • Wellness programs
  • Generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days
  • Two volunteer service days
  • Other paid leave includes military leave, jury duty leave, bereavement leave, and parental leave
  • Nine paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingfinancial analysisforecasting techniquesbudget managementKPI monitoringscenario analysisdata analysisfinancial reportingGAAP accounting principlesfinancial planning
Soft Skills
coachingperformance managementstakeholder communicationteam developmentstrategic thinkinganalytical skillsproblem-solvingleadershiporganizational skillsrecommendation development
Certifications
Bachelor's degreeMBACPACFA