Business Line FP&A AVP- Equities
At a glance
Mid-level FP&A role at Jefferies. New York · full-time · $150,000–$165,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Run Equities’ planning cycle, bringing revenue, costs and staffing needs together in each forecast
- Prepare budget, forecast and actuals reporting on revenue, expenses, headcount and balance-sheet or capital measures
- Explain financial variances and turn quarterly results into concise materials for executives and board reviews
- Advise business leaders on strategic work, resource choices and urgent management questions with timely financial analysis
- Shape reporting solutions for the Board Enterprise Planning rollout and work through technical issues and delivery plans
What you bring
- At least seven years of progressive FP&A work, preferably in financial services
- A bachelor’s degree in finance, accounting, economics or another related quantitative field
- Strong modeling, consolidation and variance analysis skills, with advanced Excel and PowerPoint capability
- Knowledge of capital markets business models, including how they generate revenue and incur expenses
Who this fits
This role suits an experienced FP&A professional who can explain complex results clearly to senior stakeholders and partner across finance, technology and business teams. It is a full-time position based in New York.
From the employer
As a key member of the FP&A team, the Business Line FP&A AVP will serve as the dedicated finance partner for one of Jefferies' core business lines—Equities. This role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication.
You'll work at the intersection of finance and business strategy, collaborating closely with Front Office COOs, Controllers, and the broader FP&A function to deliver accurate, timely insights that drive decision-making. Beyond day-to-day financial management, you'll play a pivotal role in our Board Enterprise Planning implementation, translating business requirements into scalable reporting solutions and championing technology-enabled transformation.
Core Responsibilities:
- Own the financial planning cycle for your assigned business line (Equities), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation
- Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis
- Prepare executive-ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights
- Act as a trusted finance advisor to the business line, providing responsive, high-quality analysis for strategic initiatives, resource planning, and time-sensitive management questions
- As part of the Board Enterprise Planning implementation efforts, the AVP will translate business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering the project roadmap
- Communicate clearly and confidently with senior stakeholders
- Build influential cross-functional relationships across FP&A, Front Office COOs, Controllers, IT, and business teams, demonstrating sound judgment in prioritization, escalation, and issue resolution
Qualifications:
- +7 years of progressive FP&A experience, preferably within financial services
- Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently
- Strong financial modeling, consolidation, and variance analysis capabilities
- Understanding of Capital Markets business models, revenue drivers, and expense structures
- Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences.
Education:
Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field
Advanced degree (MBA, CFA) a plus but not required
Primary Location: New York Full Time Salary Range of $150,000-$165,000.