The Financial Planning & Analysis (FP&A) group is comprised of a team of approximately 25 professionals and plays an essential role in being a trusted business partner to the various businesses at AB.
The VP will lead AB’s Corporate Financial Forecasting process and provide financial analysis for AB’s various Corporate, Distribution and Investment Groups. Responsible for producing budgets, forecasts and analyzing key metrics while delivering economic insights. The VP will play a critical role as a valued contributor to AB’s financial management function. The VP will be able to work independently to ensure key deadlines are met and provide accountability for their team through collaboration, effective communication and being well organized. The primary applications include Microsoft Office and IBM Planning Analytics, formerly Cognos TM1.
The key job responsibilities include, but are not limited to:
- Responsible for the preparation / review of AB’s monthly forecast
- Lead in the preparation of AB’s Annual and Strategic Plans
- Manage the preparation / review of monthly profitability reports.
- Monthly revenue and expense forecasting, including the preparation of the various drivers used to create monthly forecasts and the Annual / Strategic Plans
- Prepare monthly / quarterly financial reporting packages.
- Provide oversight and key metric tracking on current strategic initiatives and assist in review of new strategic opportunities.
- Development / management of CFO financial presentations
- Strategic advisor to AB’s Corporate and Investment Operations Groups, including the execution of new business initiatives.
- Prioritize managing and mentoring a team of FP&A professionals.
- Serves as a liaison between AB’s Corporate and Investment Operations Groups and the Finance organization
- Produce ad-hoc financial analysis in support of AB’s Corporate and Investment Operations Groups
- Manage Corporate and Investment Operations allocation processes
- Participate / lead special projects
Education and Experience
- Seven to ten years of experience in a Financial Planning & Analysis, Accounting or Finance position
- Bachelor’s degree or higher in Accounting, Finance or Economics; MBA Preferred
- Able to articulate and present leveraging both in visual and written form to senior leadership
- Demonstrated ability to lead teams and drive results
- Big Four experience preferred