About this opportunity
NewEdge Advisors lists this VP Financial Planning & Analysis (CT, Stamford) opportunity in stamford, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
VP Financial Planning & Analysis (CT, Stamford)
The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands‑on professional who can work closely with the firm’s senior leadership, a seasoning team of analytic staffers and a substantial group of sophisticated investors and lenders
Location: This position can be based in Pittsburgh, New York City or Stamford, CT, with an in‑office expectation of 3-4 days / week
Responsibilities:
Lead and develop the FP&A team, providing hands‑on oversight and dedicated mentoring
Lead all budgeting processes, forecasting and management/board reporting, ensuring information that is accurate, telling and timely
Drive strategic analysis and planning; lead ad‑hoc analysis and research initiatives to support and inform strategic decision‑making
Manage capital structure; monitor and maintain the company’s capital structure to align with strategic objectives
Lead engagements with lenders, ensuring compliance with credit agreements and fostering strong relationships
Drive process and data improvements, including oversight of a significant data warehouse buildout
Collaborate with accounting to ensure data integrity and alignment
Partner directly with the CFO and executive leadership team on company‑wide financial strategy, KPI development and regularly evolving performance‑reporting
Skills/Abilities
4-year bachelor’s degree in business or finance. MBA highly preferred.
10+ years of progressive experience in FP&A, including direct executive and board exposure.
Demonstrated leadership experience managing financial planning and analysis processes and staff, with a hands‑on approach to owning the analysis rather than just overseeing it
Deep expertise in three‑statement modeling, forecasting and long‑range financial planning, with the ability to build models from scratch and translate complex financial data into clear, actionable insight for executive leadership
Proven experience managing capital structure, lender relationships and credit‑agreement compliance, ideally within a leveraged or private‑equity‑backed environment
Strong executive presence, with experience presenting financial results, forecasts and strategic recommendations directly to executive leadership, the board and lenders
Exceptional analytical skills, strategic thinking and decision‑making ability
Extremely organized with strong attention to detail; ability to work in a conscientious, consistent and thorough manner
Strong communication skills – written and oral
High level of interpersonal skills; ability to collaborate across departments
Expert skills in Excel, including complex financial‑modeling; experience with FP&A or BI tools (e.g. Power BI, Microsoft Dynamics) a plus
Experience in the financial services sector, with asset & wealth management experience a real plus
Salary Range:$225,000– $275,000based on experience, with eligibility to participate in the company’s bonus program
NewEdge Capital Group is built on a fundamental belief: that the advisor is the hinge point between wealth that simply exists and wealth that truly serves the families who hold it. A Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor*, NewEdge delivers the institutional‑grade capabilities, technology and talent infrastructure that enable elite advisors to operate at their highest level — whether serving ultra‑high‑net‑worth clients and family offices directly through NewEdge Wealth and NewEdge Family Office, or building an independent practice through NewEdge Advisors. When the advisor thrives, so do the clients they serve. That is the architecture of NewEdge.
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Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.