Strategic Finance AVP

Candidate Profile / Summary

This role is ideal for a highly analytical finance professional with strong FP&A, Strategic Finance, or Investor Relations experience. The successful candidate will partner closely with internal stakeholders in Finance and business unit COO teams to provide C-suite level management with financial insights to support decision making and business growth. The role requires a highly motivated and confident individual who will take initiative to create new analytical content for weekly presentations to senior management.

Responsibilities

Lead and coordinate the preparation of the firm’s annual Investor Day presentation. Collaborate with the business unit COO, External Reporting, Legal, and Marketing teams. Work closely with C-suite level management to communicate a coherent message to our investors on the firm’s strategic objectives.

Lead the preparation of the firm’s quarterly earnings estimate and present results in a concise manner to senior management. Be prepared to answer follow-up questions and take responsibility for open items which may arise from the meeting discussion.

Review and analyze external consensus models of Jefferies’ quarterly earnings created and maintained by coverage analysts. Serve as a point of contact for this group of external stakeholders.

Review and analyze the firm’s quarterly P&L forecasts and reported actuals, including prior period variance analysis. Synthesize into a concise narrative to explain the firm’s performance across key business segments such as Investment Banking, Capital Markets, and Asset Management.

Work closely with the External Reporting team to ensure the timely and accurate completion of the firm’s press release to announce quarterly financial results.

Develop and prepare weekly agenda and materials to discuss with firm Controller and CFO.

Manage the oversight and development of 1-2 junior staff members by ensuring they are properly trained and supported.

Collaborate with IT to develop and maintain reporting tools, dashboards, and AI agents.

Assist with ad hoc analysis and presentations for senior leadership, including but not limited to; business segment profitability, total addressable market opportunities, market share & competitor analysis, return on tangible equity scenario analysis.

Qualifications

6-8 years of relevant FP&A, Strategic Finance, Investor Relations, financial reporting, or related finance experience, within financial services – preferably at an investment bank.

Strong knowledge of forecasting, budgeting, accounting principles, financial markets, and financial products.

Advanced Excel and PowerPoint skills, with the ability to develop clear, executive-ready analysis and presentations.

Experience designing and building complex financial models.

Strong analytical, problem-solving, high attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Excellent verbal and written communication skills, with the ability to present financial information clearly to diverse audiences.

Proven ability to build relationships, collaborate cross-functionally, interact with stakeholders at all levels, and work independently with sound judgment.

Education

Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field required.

CFA or equivalent qualification considered a plus.

Primary Location: New York Full Time Salary Range of $130,000-$145,000.

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