Description

Job Description

Role Summary:

Support the FP&A team in analyzing, consolidating, reporting, and forecasting firm-wide financials for senior management and the CFO organization. This VP role is responsible for delivering accurate, timely consolidated reporting while working collaboratively across multiple teams including Business Unit FP&A, FP&A Expense Teams, COOs and Controllers.

As a strategic partner, the VP position will play a pivotal role in executing our technology transformation roadmap-specifically the implementation of Board Enterprise Planning-while liaising with Front Office COO teams, IT FP&A, and development teams.

Core Responsibilities:

Firmwide consolidation, reporting, and analytics

• Consolidate comprehensive financial forecasts across the Firm's budget and outlook, encompassing Investment Banking and Capital Markets revenue-generating businesses, ensuring alignment with firm-wide assumptions and CFO guidance
• Produce critical management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics, delivering clear variance analysis with meaningful business drivers
• Prepare executive-ready materials for quarterly reviews (CFO decks, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights
• Deliver structured business driver analysis examining volume, pricing, mix, market impacts, compensation ratios, and non-compensation trends while proactively identifying risks and opportunities
• Serve as a trusted analytical partner to the CFO organization, providing responsive support for ad-hoc analyses and fast-turnaround requests tied to strategic initiatives, resource allocation decisions, and critical management questions

Process and technology improvement

• Co-Lead Board Enterprise Planning implementation efforts by translating business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering against the project roadmap while managing timelines, deliverables, and stakeholder expectation
• Champion continuous improvement of end-to-end planning and reporting processes through standardization, simplification, and best-practice implementation
• Drive tool and process enhancements that improve efficiency, transparency, and forecast accuracy across the FP&A function

Communication and stakeholder management

• Communicate clearly and confidently with senior stakeholders; present results, drivers, and recommendations in a succinct and structured manner.
• Build strong working relationships across teams and demonstrate sound judgment in prioritization, escalation, and issue resolution.

Qualifications:

• +10-15 years of progressive FP&A experience, preferably in 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 Investment Banking and Capital Markets business models, revenue drivers, and expense structures
• Project leadership: Proven track record managing cross-functional initiatives with competing priorities
• Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences.
• Collaborative influence: Natural relationship-builder who can partner effectively across organizational boundaries

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 $180,000-$200,000.

About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.