Bleakley Financial Group LLC
Corporate FP&A Lead
Bleakley Financial Group LLC, Fairfield, New Jersey, us, 07004
Job Title: Corporate FP&A Lead
Bleakley Financial Group
At Bleakley Financial Group, we are committed to empowering our financial advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as Corporate FP&A Lead focused on driving immediate tangible change to the firm.
Position Overview:
A Private Equity-backed Registered Investment Advisor (RIA) experiencing hyper-growth is seeking an FP&A Lead to join our corporate headquarters. This role will work closely with the CFO to shape the future of the function and tasked with firm-wide P&L management reporting, budgeting & forecasting, headcount planning, and Board deck presentations, while supporting M&A modeling/due diligence on an as needed basis.
Key Responsibilities:
Develop and maintain comprehensive financial models to support scenario planning, budgeting & forecasting, and strategic decision-making.
Collaborate with leadership to shape long-term strategic plans, set financial targets, and establish goals aligned with both business and corporate objectives.
Create high-impact presentations and executive summaries for senior leadership, incorporating insights and analysis from the FP&A team.
Lead special projects focused on financial analysis, market research, competitive landscapes, and strategic planning initiatives.
Present complex financial concepts in a clear, concise, and engaging manner to drive stakeholder understanding and alignment.
Identify key business challenges and utilize advanced visualization tools to improve data-driven decision-making and enhance operational efficiency.
Define the FP&A function as the initial hire, and foster a culture of collaboration, continuous development, and high performance across the expanding CFO organization.
Qualifications:
7+ years of experience in Financial Planning & Analysis, Finance Operations or comparable experience.
Experience in wealth management, private equity, consulting or corporate strategy preferred.
Bachelor’s degree in finance, economics or related field.
Superior analytical and problem-solving skills.
Proven experience managing/consolidating forecasts and annual operating plans.
Ability to work well under pressure in a fast-paced environment and handle multiple assignments.
Focused attention to detail and high standards for quality and accuracy in work product.
Advanced Excel and PowerPoint skills (e.g. financial modeling, macros, pitch decks).
Strong verbal, written and interpersonal communication skills.
Core Benefits:
Competitive salary and bonus.
Comprehensive health, dental, and vision insurance.
Retirement savings plan with company contributions.
Opportunities for professional growth and development.
Support for work-life balance initiatives.
Why Join Us?
Impact:
Play a key role in supporting our financial advisors and contributing to the firm's success.
Growth:
Opportunity to develop professionally and take on additional responsibilities over time.
Culture:
Join a team that values collaboration, excellence, and a positive work environment.
#J-18808-Ljbffr
Bleakley Financial Group
At Bleakley Financial Group, we are committed to empowering our financial advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as Corporate FP&A Lead focused on driving immediate tangible change to the firm.
Position Overview:
A Private Equity-backed Registered Investment Advisor (RIA) experiencing hyper-growth is seeking an FP&A Lead to join our corporate headquarters. This role will work closely with the CFO to shape the future of the function and tasked with firm-wide P&L management reporting, budgeting & forecasting, headcount planning, and Board deck presentations, while supporting M&A modeling/due diligence on an as needed basis.
Key Responsibilities:
Develop and maintain comprehensive financial models to support scenario planning, budgeting & forecasting, and strategic decision-making.
Collaborate with leadership to shape long-term strategic plans, set financial targets, and establish goals aligned with both business and corporate objectives.
Create high-impact presentations and executive summaries for senior leadership, incorporating insights and analysis from the FP&A team.
Lead special projects focused on financial analysis, market research, competitive landscapes, and strategic planning initiatives.
Present complex financial concepts in a clear, concise, and engaging manner to drive stakeholder understanding and alignment.
Identify key business challenges and utilize advanced visualization tools to improve data-driven decision-making and enhance operational efficiency.
Define the FP&A function as the initial hire, and foster a culture of collaboration, continuous development, and high performance across the expanding CFO organization.
Qualifications:
7+ years of experience in Financial Planning & Analysis, Finance Operations or comparable experience.
Experience in wealth management, private equity, consulting or corporate strategy preferred.
Bachelor’s degree in finance, economics or related field.
Superior analytical and problem-solving skills.
Proven experience managing/consolidating forecasts and annual operating plans.
Ability to work well under pressure in a fast-paced environment and handle multiple assignments.
Focused attention to detail and high standards for quality and accuracy in work product.
Advanced Excel and PowerPoint skills (e.g. financial modeling, macros, pitch decks).
Strong verbal, written and interpersonal communication skills.
Core Benefits:
Competitive salary and bonus.
Comprehensive health, dental, and vision insurance.
Retirement savings plan with company contributions.
Opportunities for professional growth and development.
Support for work-life balance initiatives.
Why Join Us?
Impact:
Play a key role in supporting our financial advisors and contributing to the firm's success.
Growth:
Opportunity to develop professionally and take on additional responsibilities over time.
Culture:
Join a team that values collaboration, excellence, and a positive work environment.
#J-18808-Ljbffr