Finance, Financial Planning & Analysis, Vice President

Posted 5 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
150K-200K Annually
Senior level
Financial Services
The Role
Lead FP&A analysis and modeling to support firm decisions, identify client profitability and growth opportunities, improve financial workflows, deliver presentations, and partner with global stakeholders on ad-hoc and strategic projects.
Summary Generated by Built In

Job Purpose:


BTIG seeks a Vice President in FP&A who is responsible for partnering with senior members of the firm’s leadership team on a range of financial matters such as client profitability and analysis, client cross-sell opportunities, and client growth opportunities. The ideal candidate will be a proactive problem solver with strong financial modeling skills and excellent communication abilities. You will assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made. This role requires the ability to work seamlessly across global teams and multiple divisions, navigating various levels of seniority to drive firm-wide financial objectives.

BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of “bulge bracket” investment banks.


Duties & Responsibilities:


  • Develop and maintain complex financial models to support decision-making across the organization.
  • Analyze financial data to identify trends, risks, and opportunities for growth.
  • Evaluate existing financial workflows and processes to identify inefficiencies; design and implement improvements to enhance team productivity and data accuracy.
  • Identify and understand business challenges; propose and create actionable solutions.
  • Assist with ad-hoc projects and management inquiries.
  • Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization, both domestically and across our global offices.
  • Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.

Requirements & Qualifications:


  • Bachelor’s degree in accounting or finance.
  • At least 5 years’ experience working in a finance department; experience within an investment bank and or broker dealer highly preferred.
  • Proficient in Microsoft Office products, especially in Excel, PowerPoint, Word, and Outlook.
  • Ability to work effectively both independently and as a collaborative contributor within a global team, adapting to varying degrees of supervision depending on the specific assignment, process, or initiative.
  • Exceptional interpersonal skills with the ability to build rapport and work effectively across different divisions and with stakeholders at all levels of seniority.
  • Advanced problem-solving skills with a focus on operational efficiency and workflow optimization.
  • Must have the ability to execute multiple tasks and adhere to strict deadlines in a fast-paced environment.
  • Entrepreneurial, high-performing mindset.
  • Impeccable attention to detail.
  • Proactive, assertive, and creative approach to problem solving.
  • Good judgment with the ability to make timely and sound decisions.

Important Notes:

  • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
  • No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation: 

  • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
  • The current estimated base salary range for this role is $150,000.00 - $200,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

Disclaimer: https://www.btig.com/disclaimer.aspx.


Skills Required

  • Bachelor's degree in accounting or finance.
  • At least 5 years' experience working in a finance department.
  • Experience within an investment bank and/or broker-dealer.
  • Strong financial modeling skills.
  • Excellent communication and presentation abilities.
  • Proficient in Microsoft Excel, PowerPoint, Word, and Outlook.
  • Ability to work effectively independently and collaboratively across global teams.
  • Exceptional interpersonal skills and ability to build rapport with stakeholders at all seniority levels.
  • Advanced problem-solving skills focused on operational efficiency and workflow optimization.
  • Ability to execute multiple tasks and meet strict deadlines in a fast-paced environment.
  • Entrepreneurial, high-performing mindset.
  • Impeccable attention to detail.
  • Proactive, assertive, and creative approach to problem solving.
  • Good judgment with the ability to make timely and sound decisions.
  • Must be authorized to work full time in the U.S.; employer does not sponsor visas.
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The Company
Boston, MA
704 Employees

What We Do

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Located throughout the U.S., and in Europe, Asia and Australia, our professionals leverage their expertise to service clients at every stage of the investment lifecycle. Fueled by our passion to help maximize results for our institutional and corporate clients, BTIG offers personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. With a team of seasoned industry experts, BTIG provides end-to-end solutions for a diverse global client base. As we look to unlock value and propel growth for clients, we are consistently capturing market share year after year. Committed to excellence, we are proud of our rich history of designing solutions that help our clients achieve their objectives. For more information about BTIG, please visit www.btig.com. Member of FINRA and SIPC.

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