Planning & Analysis- Expense and Headcount, Vice President

Planning & Analysis- Expense and Headcount, Vice President

Plano, TX, United States and 2 more

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Job Information

Job Identification

210774143

Job Category

Financial Analysis

Business Unit

Commercial & Investment Bank

Posting Date

08/31/2026, 09:31 AM

Locations

8181 Communications Pkwy Ste C, Plano, TX, 75024, US

10 S Dearborn St, Chicago, IL, 60603, US

Job Schedule

Full time

Job Shift

Day

Base Pay/Salary

Chicago,IL $114,000.00-$175,000.00; New York,NY $128,250.00-$190,000.00

Job Description

As a Vice President in the Financial Planning and Analysis (FP&A) team for Expense and Headcount within FP&A, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

You will be responsible for one of our key financial measures such as expenses, headcount, and profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.

Job Responsibilities:

Financial budgeting, reporting, forecasting and analysis pertaining to direct expenses, indirect expenses and headcount

Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics

Creating financial business cases supporting business initiatives

Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management

Oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.

Performing variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets

Helping design new reports and dashboards to efficiently deliver the financial results to senior management

Enhancing controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities, and Skills:

Bachelor’s degree in Accounting, Finance or a subject of a technical nature

8+ years of work experience in Financial Services, and/or accounting/controller background

Advanced skills in Excel, PowerPoint, Alteryx, and Python

Strong functional knowledge & experience of AI tools

Inquisitive, enthusiastic and diligent, and capable of challenging peers

Strong verbal and written communication skills with the ability to articulate complex issues clearly

Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations

Highly motivated and able to thrive and think clearly under pressure and tight deadlines

Integrity in handling highly sensitive and confidential information

Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

• Bachelor’s degree in Accounting, Finance, or a technical field with 8+ years in Financial Services or accounting/controller roles
• Advanced proficiency in Excel, PowerPoint, Alteryx, Python, and strong knowledge of AI tools
• Excellent communication, presentation, analytical, and problem-solving skills with ability to handle sensitive information and work under pressure