VP of Finance/Head of FP&A building financial function at health value - based care startup. Leading strategic finance, FP&A, and operational finance execution.
About the role
- Senior Financial Analyst driving revenue forecasts and insights for LPL Financial. Enhancing financial modeling and delivering executive-level reporting in a dynamic environment.
Responsibilities
- Own and enhance enterprise revenue forecasting models across multiple revenue streams
- Translate market movements, advisor behavior, and business trends into actionable financial insights
- Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities
- Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation
- Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making
Requirements
- Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
- 3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
- Excellent attention to detail
- Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
- Focus on continuous improvement in all financial related processes
- Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
- CFA, MBA, or CPA preferred
- Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Project Manager at GoldenTech GmbH responsible for developing scalable financial solutions. Engage with executive management to influence strategic decisions and oversee project finance.
Director responsible for leading the end - to - end rating process and client relationships in Esoteric ABS transactions at S&P Global Ratings. Candidate must have extensive experience in Structured Finance Ratings.
Finance & Accounting Manager collaborating with founders to establish financial structures in a CleanTech startup focused on sustainability in Germany. Direct involvement in financial operations and project accounting for energy projects.
Trainee role in real estate involving insurance and financing. Engaging in customer advice and real estate project collaboration in Berlin.
Assistant Manager in financial services tax helping clients with tax obligations and structuring. Involves compliance management, advisory services, and business development in Singapore.
Senior role in Financial Advisory focusing on valuations and cross - border engagements in APAC region. Involves leading valuation engagements and guiding junior team members.
Investment Analyst at 17Capital specializing in sourcing, analysis, and execution of investments in private equity and credit. Collaborating with a team to manage high - profile financial transactions.
Financial Planner at Meridia analyzing clients' financial situations. Advising on solutions related to life insurance, savings, and retirement planning in a collaborative environment.
Associate Product Manager responsible for private equity investments at an international asset manager in Zurich. Engaging in marketing and product management to support investor relations and fundraising initiatives.