Job Description

We are seeking an experienced financial professional to join Cantor Fitzgerald Securities as an AVP, FP&A - Shared Services. This role is integral to our Back Office Shared Services FP&A team, which supports the firm's corporate functions by overseeing financial planning, budgeting, and expense management across all Back Office departments. The successful candidate will partner closely with functional leaders and senior management to provide transparency and insights into expense drivers and resource planning.

Responsibilities

• Manage departmental budgets and understand evolving business needs, working closely with Back Office group heads and senior stakeholders.
• Prepare financial analysis, presentations, and reporting materials for Back Office leadership and senior executives, supporting budget reviews and strategic discussions.
• Support the annual budgeting and forecasting processes, maintaining budgeting models and tracking compensation and non-compensation expenses for Back Office departments.
• Monitor monthly expense performance, analyze variances, and provide insights to FP&A leadership and business partners.
• Assist in the year-end compensation review process by analyzing discretionary accruals and bonus pools, and supporting compensation planning analysis.
• Oversee the monthly shared services cost allocation process, reviewing cost pools and allocation methodologies across Back Office functions.
• Validate operational metrics and ensure accurate expense distribution across business units, driving the accuracy of allocation models.
• Identify opportunities for process improvement through enhanced analytics, automation, and data visualization tools, aiming to streamline reporting and planning.
• Partner with department heads to understand business needs and manage departmental budgets effectively.

Qualifications

• 4-8 years of experience in FP&A, corporate finance, or financial analysis, with a preference for experience in shared services or centralized cost centers within financial services.
• Strong expertise in budgeting, forecasting, and expense management processes, demonstrating the ability to partner with senior stakeholders.
• Advanced proficiency in Microsoft Excel for financial modeling and large dataset analysis, as well as experience with Tableau or similar data visualization tools.
• Excellent analytical, communication, and organizational skills, with the ability to translate financial data into actionable insights.
• A Bachelor's Degree is required, and experience with automation, AI tools, or process improvement initiatives is considered an asset.
• Experience in a financial services or professional services organization is preferred, with a focus on supporting corporate functions.
• Demonstrated ability to manage complex financial analysis and reporting, and to present financial information to senior management.
• A proactive and collaborative approach to working with cross-functional teams and a commitment to driving cost efficiency.
• Strong attention to detail and the ability to work independently while managing multiple priorities.