AVP, FP&A

Title:     AVP, FP&A

The Financial Planning & Analysis (FP&A) team’s primary responsibility is to analyze, report, and budget/forecast global Firm financials for Senior Management as well as the Business Units.

Responsibilities:

• Consolidate the firm’s budget and forecast with particular focus on one or more of the firm’s revenue generating businesses
• Partner with Front Office COO teams and support heads in the firm's budget and forecast process
• Budget, Forecast, and Actuals reporting and presentation preparation (revenues, expenses, balance sheet/capital, headcount)
• Proactively reconcile received information with system data to ensure data quality and reliable reporting
• Drive implementation of new/existing technology/processes that enable efficiencies and improve forecast accuracy 
  
   
• Assist in the creation of monthly/quarterly deliverables for FP&A, including P&L details and other ad-hoc requests
  
   

Qualifications:

• 5-7 years of FP&A or relevant experience 
• Business Intelligence, Essbase/Hyperion Planning, and/or Board (Planning Platform) knowledge a plus
• Powerpoint a plus
• Experience performing ad hoc analysis using advanced Excel
• Flexibility to adjust priorities in a fast-paced work environment
• Strong work ethic with ability to work both within and across multiple teams
• Must have strong attention to detail
• Clear and effective communication style including ability to work with Senior Management
• Financial Services experience a plus

 

Education:

• Bachelor’s degree (Accounting or Finance) or equivalent experience

 

 

Primary Location Full Time Salary Range of $110,000 - $140,000 

Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.  

 

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment 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 diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. 

 

Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, 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 accommodations to individuals with disabilities, as required by applicable law.