VP, FP&A Strategic Finance

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 junior staff members by ensuring they are properly trained and supported.
• Collaborate with IT to develop and maintain reporting tools, dashboards, and AI agents.
• Aid in 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 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 from large data sets.
• 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.

About the Role

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.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field required.
• CFA or equivalent qualification considered a plus.

Benefits

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.