Financial Planning and Analysis Jobs Boston MA

Vice President, Financial Planning and Analysis

Here’s a rare opportunity to join a large publicly traded financial services company as a Vice President in its Boston-based Alternative Investments group. The VP will report directly to the Alternative Investments group CFO.

The ideal candidate will be a forward-looking professional with strong planning and analysis experience in the alternative investments space. Solid fundamental accounting knowledge is a must. However, it is not necessary to be an accountant. The successful candidate will be a strong, decisive, results-oriented leader who can develop and manage relationships across the business and with a variety of partners while demonstrating a strong finance and business acumen.

Qualifications include a proven track record of advancement, leadership and business success with a minimum of 10 to 15 years of relevant experience (MBA/CPA and Financial Services); knowledge of the Asset Servicing Business; experience with budgeting and forecasting P&Ls; strategic planning, complex problem resolution and general management expertise; and the ability to influence senior management, establish and maintain collaborative partnerships and provide leadership across the organization and with external partners.

The vice president will provide strong divisional thought leadership and executive guidance; lead financial planning, budgeting, and forecasting processes; and prepare and deliver financial forecasts and projections on behalf of the division. He or she will prepare analysis, commentary, and presentation material for financial review meetings; manage relationships with geographic finance teams to ensure quality deliverables and proper information flow; and provide financial leadership to all future lift-outs and acquisitions.

Compensation will be $140,000 plus a bonus. That compares quite favorably to a national average salary of $103,000 for a vice president in the financial services sector, according to

Manager of Financial Planning and Analysis

This is an exceptional opportunity to join one of the world’s largest private equity firms as a Manager of Financial Planning and Analysis. This global, Boston-headquartered firm is seeking to hire a manager who will take charge of budgeting, forecasting, analysis, and reporting duties, while overseeing a team of analysts.

Desirable candidates include those with excellent analytical and financial modeling skills, along with a deep understanding of financial statements. He or she will have demonstrated problem-solving skills, as well as strong communication and management skills.

Qualifications include a bachelor’s degree in finance or business administration; six-plus years of progressive experience in finance and decision support roles; excellent communication and writing skills, excellence in Microsoft Word, Excel, and PowerPoint; knowledge of Hyperion; and relevant experience preparing strategic presentations to C-level executives. Experience as a Manager of FP&A for a global financial services company is highly desired.

Responsibilities include overseeing the data collection, monitoring, analysis, and reporting of revenues and expenses; leading the processes for developing the annual expense and capital expense budgets; managing the ongoing analysis of operating performance of the firm; assisting the team in developing key metrics that drive achievement of the firm’s financial targets; serving as the lead for analytical and implementation support to internal customers across the spectrum of financial, growth, and process improvement opportunities; proposing new or enhanced methodologies to produce more efficient and effective financial analyses; developing the skill sets of financial analysts, including goal setting, performance reviews, and on-the-job coaching and training; and managing the priorities of the team and communicating progress and issues regularly with the Director of FP&A.

Annual salary will be $110,000 plus a 20 percent bonus. That’s considerably higher than the national average of $98,000, as reported by

For more information about these and other highly desirable jobs, contact Daley and Associates. We have the expertise to help you find the ideal job in the ideal location.

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