VP, Corporate FP&A

CANDIDATES MUST LIVE IN SOUTHERN CALIFORNIA

Company Overview:

A global asset management firm serving institutional investors across a range of alternative investment strategies. The Corporate Finance team owns forecasting and financial outlook for senior management and the Board. It also shares public company reporting responsibilities with Corporate Accounting and Investor Relations.

Role Overview:

Vice President, Corporate Finance (FP&A)

Reporting to the Managing Director of Corporate Finance, you’ll be one of only two Corporate Finance leaders in SoCal. You’ll have direct visibility with the CFO, senior leadership, and the Board.

Key responsibilities:

• Forecast and analyze revenue across all business lines, with an emphasis on private equity.
• Lead the annual budget process with department heads and own forecast updates and variance analysis.
• Build Board- and executive-level presentations.
• Support public company reporting (earnings, KPIs, investor materials) alongside Accounting and IR.
• Partner with Accounting on the monthly and quarterly close and explain significant variances.
• Drive cross-functional strategic projects.

Experience Desired:

• 5+ years of progressive FP&A experience, including supervisory responsibilities
• Asset management experience
• Advanced Excel modeling skills, including designing and maintaining complex models
• A builder mindset: you’d rather create than inherit, and you’re comfortable with ambiguity
• CPA or CFA preferred
• System implementation experience (Adaptive or similar)
• Experience presenting to C-suite and Board audiences

Selling Points:

• Builder seat: Design FP&A processes and lead a major system implementation.
• Defined career path: A clear track from VP to Director to MD.
• Outsized ownership and visibility: Direct exposure to the CFO, senior leadership, and the Board.
• Public company platform: Get hands-on with earnings, KPI, and investor reporting at a high-profile firm.
• People leadership: Coach and grow a talented team.