Candidate Profile / Summary
This role is ideal for a highly analytical finance professional with strong FP&A and expense management experience. The successful candidate will partner closely with Finance, COO teams, business leaders, and global expense owners to deliver insightful expense analysis, support forecasting and strategic planning, and drive cost discipline across the organization. The role requires strong technical skills, executive communication capabilities, and the ability to translate financial data into actionable business insights.
Responsibilities:
- Lead the coordination, preparation, and delivery of monthly and quarterly expense analysis and presentations for senior management.
- Partner with key stakeholders, including senior management, COO teams, Finance, and global expense owners, to influence cost discipline, business decisions, and expense management strategies.
- Deliver detailed expense analytics across vendors, projects, regions, businesses, and cost categories to support strategic decision-making.
- Lead analysis of expense forecasts, budgets, and strategic plans, including variance analysis against prior periods, forecasts, and plan.
- Conduct regular reviews with COO teams and expense owners to analyze vendor-level spend, identify cost-saving opportunities, and assess ongoing expense initiatives.
- Identify and investigate discrepancies, anomalies, and trends in expense data; partner with relevant teams to resolve issues promptly and accurately.
- Coordinate and drive process improvement initiatives related to expense reporting, forecasting, data quality, controls, and operational efficiency.
- Develop and maintain reporting tools, dashboards, and analytical frameworks to improve transparency and consistency across expense management processes.
- Assist with ad hoc analysis and presentations for senior leadership, including deep dives into expense categories, vendor spend, project costs, and business performance.
Qualifications:
- 8+ years of relevant FP&A, expense management, financial reporting, or related finance experience, preferably within financial services.
- Strong knowledge of expense management, forecasting, budgeting, variance analysis, accounting principles, and the expense lifecycle, including accruals, allocations, capitalization, and invoice processing.
- Advanced Excel and PowerPoint skills, with the ability to develop clear, executive-ready analysis and presentations.
- Experience with financial systems and reporting tools such as PeopleSoft, Essbase, Qlik Sense, Board, or similar applications preferred.
- Strong analytical, problem-solving, and organizational skills, with keen 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; Accounting degree preferred.
- Equivalent combination of education and relevant professional experience may be considered.
Primary Location: New York Full Time Salary Range of $130,000-$145,000.
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About UsJefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed 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 workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, 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 accommodation to individuals with disabilities, as required by applicable law.
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.
Skills Required
- 8+ years of relevant FP&A, expense management, financial reporting, or related finance experience
- Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field (or equivalent experience)
- Strong knowledge of expense management, forecasting, budgeting, variance analysis, accounting principles, accruals, allocations, capitalization, and invoice processing
- Advanced Excel skills
- Advanced PowerPoint skills for executive-ready presentations
- Experience with financial systems and reporting tools such as PeopleSoft, Essbase, Qlik Sense, Board, or similar applications
- Strong analytical, problem-solving, organizational skills, and attention to detail
- Excellent verbal and written communication skills and ability to present to diverse audiences
- Proven ability to build relationships and collaborate cross-functionally and work independently with sound judgment
Jefferies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.
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Strong & Reliable Incentives — Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
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Parental & Family Support — Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
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Wellbeing & Lifestyle Benefits — Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.
Jefferies Insights
What We Do
Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.
