The Services FP&A Head reports directly to the Global Head of FP&A, leading the delivery of strategic financial insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team (EMT), and regulators. This executive-level role is a key member of the FP&A and Services CFO leadership teams and central to driving informed decision-making through a set of actuals and forward-looking processes. The ideal candidate is a proactive leader who takes pride in owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement leading high-achieving teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:

• Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform
• Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, led by a high-performing team
• Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results

QUALIFICATIONS

• 15+ years progressive FP&A experience in large, complex financial institutions
• Bachelor’s degree in Finance, Accounting, Economics, or related quantitative field required; Master’s (e.g., MBA, MS Finance) and/or professional certifications (CPA, CFA) preferred.
• Leadership & relationship building:
• Demonstrated deep financial and commercial understanding of Segment business drivers
• Proven success in strategic partnership and communication at an executive level
• Proven ability to influence, build strong relationships and foster collaboration across functions at various organizational levels
• Superior verbal and written communication skills, with the ability to translate complex financial concepts into clear, concise, and compelling narratives for executive audiences
• Talent Development:
• Strong leadership presence with the ability to inspire, motivate, and manage diverse teams.
• Experience in talent management, succession planning, and building high-performing finance teams
• Transformation & Process Improvement:
• Proven experience leading or significantly contributing to finance transformation initiatives, process automation, and system implementations
• Proactive and innovative problem-solver, capable of navigating complex challenges and driving effective solutions
• Strategic & Analytical Acumen:
• Exceptional ability to synthesize complex financial data into actionable insights, identify trends, and develop strategic recommendations.
• Advanced proficiency in financial modeling, forecasting techniques, and analytical tools
• Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms
• Risk & Control Orientation: Solid understanding of financial controls, risk management principles, and regulatory requirements
• Change Management: Experience in leading and adapting to organizational change, with a focus on continuous improvement and efficiency
  Please note: locations outside of New York may be considered.
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MOST RELEVANT SKILLS

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
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OTHER RELEVANT SKILLS

For complementary skills, please see above and/or contact the recruiter.
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KEY RESPONSIBILITIES

• Thought Leadership and Strategic Business Partnering:
• Serve as the primary point of contact for Services CFO teams, fostering strong relationships and ensuring seamless communication and collaboration across the FP&A organization
• Partner with Services CFOs to provide thought leadership and strategic financial guidance to key stakeholders and business partners
• Translate complex financial data into clear, impactful analytics/narratives and develop strategic agenda items for Quarterly Business Reviews (QBRs), Earnings calls, and other key deliverables
• Develop compelling and insightful thinking, integrating diverse stakeholder inputs (e.g., from the Business, CFO, Balance Sheet, and Expense FP&A teams)
• Synthesize complex information and communicate key findings effectively to stakeholders to inform strategic decision-making
• Be able to engage with EMT members directly to act as the designated representative for the Services CFO, addressing segment-wide issues and attending meetings at their request.
• Segment Finance Talent Development:
• Cultivate, inspire and develop finance talent, serving as an incubator for future leaders
• Lead and motivate the Services FP&A team with a focus on building skills capabilities, raising engagement and supporting the team through change
• End-to-End Financial Planning:
• Own and/or be a thought-leader in the complete production cycle for reporting, variance analysis, business forecasts, and relevant governance requirements and processes (e.g., Operating Plan, Quarterly Multi-year Multi-scenario Forecast (QMMF), CCAR, Outlooks, Weekly Financial Update (WFU), Actuals, Earnings)
• Lead and collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO / LFO inputs
• Finance Transformation Leadership:
• Partner with the FP&A Transformation Leads to co-own and drive the execution of the Transformation Program
• Lead the successful implementation of relevant aspects of the Finance Transformation that pertain to their functional discipline, ensuring the realization of full benefits
• Advanced Analytics and Reporting:
• Design and deliver detailed analytics and dashboards that provide deeper insights and facilitate informed reviews that drive outcomes
• Collaborate with other Finance and Risk functions to identify, create and drive adoption of user-friendly, accurate, and relevant tools for stakeholders
• Risk and Control Enhancement:
• Lead and collaborate with the FP&A Risk & Control Lead and Finance CAO to facilitate the execution of the Risk & Control agenda, enhancing the operational effectiveness of Finance within their area of responsibility and across FP&A
• Maintain a strong control environment to safeguard assets and protect the function’s and company’s reputation

The Services FP&A Head reports directly to the Global Head of FP&A, leading the delivery of strategic financial insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team (EMT), and regulators. This executive-level role is a key member of the FP&A and Services CFO leadership teams and central to driving informed decision-making through a set of actuals and forward-looking processes. The ideal candidate is a proactive leader who takes pride in owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement leading high-achieving teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:

• Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform
• Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, led by a high-performing team
• Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional result