Jefferies

1 month ago

Business Line FP&A AVP- Equities

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Finance-focused AVP partnering with the Equities business line, leading FP&A planning, forecasting, reporting, and executive communication. Drives Board Enterprise Planning implementations, delivers scalable reporting solutions, and provides strategic financial insights to Front Office COOs, Controllers, and IT across revenue and expense drivers.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Own the financial planning cycle for your assigned business line (Equities), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation
•Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis
•Prepare executive-ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights
•Act as a trusted finance advisor to the business line, providing responsive, high-quality analysis for strategic initiatives, resource planning, and time-sensitive management questions
•As part of the Board Enterprise Planning implementation efforts, translate business requirements into sustainable reporting solutions, solving technical challenges and delivering the project roadmap

Pay and Benefits

Salary: USD 150,000 - 165,000 annually

Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

•+7 years of progressive FP&A experience, preferably within financial services
•Proficiency in enterprise planning tools (Essbase, Board, Power BI) and advanced Excel/PowerPoint skills
•Strong financial modeling, consolidation, and variance analysis capabilities
•Understanding of Capital Markets business models, revenue drivers, and expense structures
•Strong communication (written and verbal) with the ability to translate complex analysis for senior audiences

Experience:7+ yearsFinancial servicesCapital marketsFinance

Education:Bachelor's

Skills:CommunicationAnalyticalStakeholder managementPresentationProblem-solving

Tech Stack:EssbaseBoardPower BIExcelPower Query

Company Brief

Jefferies

Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1962

Website LinkedIn

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Jefferies

1 month ago

Business Line FP&A AVP- Equities

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Own the financial planning cycle for your assigned business line (Equities), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation
•Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis
•Prepare executive-ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights
•Act as a trusted finance advisor to the business line, providing responsive, high-quality analysis for strategic initiatives, resource planning, and time-sensitive management questions
•As part of the Board Enterprise Planning implementation efforts, translate business requirements into sustainable reporting solutions, solving technical challenges and delivering the project roadmap

Pay and Benefits

Salary: USD 150,000 - 165,000 annually

Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

•+7 years of progressive FP&A experience, preferably within financial services
•Proficiency in enterprise planning tools (Essbase, Board, Power BI) and advanced Excel/PowerPoint skills
•Strong financial modeling, consolidation, and variance analysis capabilities
•Understanding of Capital Markets business models, revenue drivers, and expense structures
•Strong communication (written and verbal) with the ability to translate complex analysis for senior audiences

Experience:7+ yearsFinancial servicesCapital marketsFinance

Education:Bachelor's

Skills:CommunicationAnalyticalStakeholder managementPresentationProblem-solving

Tech Stack:EssbaseBoardPower BIExcelPower Query

Company Brief

Jefferies

Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1962

Website LinkedIn