FP&A Manager

Bessemer Trust is seeking a Vice President, Manager – Fee Revenue Financial Planning & Analysis, to join the FP&A organization within Finance. 

This position will have primary responsibility for the day-to-day management of the firm’s fee revenue planning, forecasting, reporting and analysis.  The role will develop a deep understanding of the drivers of fee revenue, including client assets, market performance, client flows, pricing, product and service mix, and other underlying business trends, and will translate those drivers into clear financial insight for senior management. 

 The VP, FP&A Manager will serve as a key finance partner across the organization, helping to ensure that fee revenue forecasts and related management reporting are accurate, well supported, and aligned with business expectations.  The role will also directly manage a team of Fee Revenue FP&A analysts and associates supporting revenue activities and will play a leading role in strengthening revenue analytics, models, processes, systems, and controls.   

Responsibilities: 

Fee Revenue Planning, Forecasting & Analysis

• Lead the day-to-day management of fee revenue forecasting, budgeting, and long-range planning.
• Develop a deep understanding of key fee revenue drivers, including assets, market performance, client flows, pricing, and organic growth.
• Develop scenario and sensitivity analyses to assess revenue impacts from changes in key business and market assumptions.
• Serve as a primary FP&A partner on fee revenue matters, collaborating across Finance, Fee Operations, Client & Wealth Advisory, Investment Management, Operations, and other key stakeholders. 

Revenue Reporting & Executive Insights

• Own recurring fee reporting and analysis for FP&A and senior management.
• Lead and support preparation of Executive Committee and Board materials on fee performance, forecasts, and long-range planning.
• Analyze revenue performance and key variance drivers, translating results into actionable executive insights.
• Ensure revenue analyses and supporting materials are accurate, reconciled, and senior management ready.
• Partner with business teams to understand underlying activity, validate assumptions, and strengthen revenue forecasting.
• Partner with firm leadership on special strategic projects and analyses for the Executive Committee and the Board of Directors. 

Client Flows & Revenue Driver Analysis

• Enhance analytical frameworks linking client activity and asset flows to fee revenue.
• Analyze new business, existing client activity, closed business, retention, and other flow measures to assess fee revenue impacts.
• Partner with business and Finance teams to develop assumptions related to client growth, retention, pricing, and revenue realization.
• Provide greater transparency into the relationship between organic growth, markets, assets, and fee revenue. 

Revenue Models, Systems & Process Improvement

• Own and enhance fee models, methodologies, dashboards, and analytical tools to strengthen forecasting and visibility into key revenue drivers.
• Strengthen documentation, controls, reconciliations, and review processes supporting revenue forecasting and reporting.
• Partner with Finance Technology to enhance revenue planning, forecasting, reporting, and analytics across OneStream and other Finance platforms. 

Team Management and Development

• Manage, coach, and develop FP&A analysts and associates supporting fee revenue.
• Prioritize, allocate work, and ensure timely delivery of recurring and ad hoc analyses.
• Review team output and maintain high standards for accuracy, analytical rigor, and executive communication.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field; MBA preferred.
• Approximately 10+ years of relevant FP&A, corporate finance or related experience.
• Financial services experience preferred, including banking, wealth management, private equity, or venture capital.
• Demonstrated experience leading forecasting, financial planning, management reporting, and long-range planning.
• Strong financial modeling and analytical skills, with the ability to connect business drivers to financial performance and translate results into actionable insights.
• Proven ability to identify key trends, risks and performance drivers within complex financial data.
• Strong executive communication and business partnering skills, with experience working across functions and with senior stakeholders.
• Experience with ERP systems and financial planning software is preferred (e.g., Oracle, OneStream, Hyperion, Anaplan, SAP, or similar); Supporting system and software implementations is a plus.
• Experience with data querying using SQL and dashboarding/visualization tools (Power BI or Tableau) is a plus.
• Ability to operate independently, successfully manage direct reports, manage multiple priorities, and deliver high-quality work under recurring deadlines.

The base salary range for this position is $145,000 - $180,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

• For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here.
• To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.