What are the responsibilities and job description for the Head of Financial Planning & Analysis (FP&A) position at EquiLend?

Job Description

Company Overview

We are a global leader in securities finance financial technology, specializing in cutting-edge solutions for the securities finance industry. With users in over 30 markets and the trust of more than 190 global financial institutions, we are committed to simplifying and optimizing the securities finance ecosystem. Our comprehensive suite of SaaS products and services empowers financial organizations by enhancing operational efficiency, ensuring regulatory compliance, and delivering actionable market insights.

Team Overview

The Head of Financial Planning & Analysis (FP&A) position plays a crucial role in driving financial strategy, forecasting performance, and providing key insights to senior leadership. Working closely with the Director of Finance and the CFO, this role is responsible for developing financial models, managing budgeting and forecasting cycles, and delivering high-level financial reporting to support strategic decision-making. The role will also be responsible for working closely with leadership on all corporate development opportunities for the company.

The position offers a unique opportunity to collaborate closely with executive leadership, cross-functional teams, and private equity partners.

Role Responsibilities

Build, maintain, and enhance complex financial models to support business planning, revenue and expense forecasting, and decision-making.Develop and implement automated processes to improve reporting, forecasting, and budgeting cycles.
Lead forecasting and budgeting activities, ensuring alignment with company goals and delivering insights into financial performance.
Prepare and present to leadership monthly, quarterly, and annual financial reports, highlighting key variances and providing actionable recommendations.
Conduct variance analysis between actual and forecasted results, identifying discrepancies and offering solutions.
Partner with teams across operations, sales, technology and executive leadership to provide financial insights and drive alignment.
Provide financial analysis to support corporate development M&A activities, capital deployment, and strategic initiatives.
Identify and implement key financial metrics and KPIs, identifying trends, risks, and opportunities proactively.
Collaborate with private equity partners to provide clarity on forecasted financial performance and long-term financial strategy.
Support ad hoc financial projects and executive-level presentations for leadership, investors, and board members.

Required Skills

8 years of experience in financial, accounting, corporate development, and / or FP&A roles, with a strong track record in financial modeling, forecasting, and reporting.

Advanced financial modeling skills with strong proficiency in Excel.

Experience in private equity-backed companies or knowledge of private equity finance is highly desirable.

Strong understanding of financial statements, performance metrics, and accounting principles.

Proven ability to manage multiple complex projects independently and meet deadlines.

Excellent communication skills, with the ability to present financial data clearly to senior leadership and investors.

Strong analytical and problem-solving skills, with a high level of attention to detail.

Experience working in a fast-paced, high-growth environment with structured forecasting and budgeting cycles.

Ability to collaborate effectively across functions and influence senior leadership through data-driven insights.

Bachelor's degree in Finance, Accounting, Economics, or a related field.

Role Location Benefits

Hybrid Working : Enjoy the flexibility of working remotely for up to 100 days each year.

Generous Vacation Days : Vacation days increase as you progress in your career with EquiLend, ensure you have ample time to rest and recharge.

Health and Dental Insurance : Comprehensive health and dental insurance coverage is available from your first day.

401(k) Employer Matching Contribution Plan : Our 401(k) plan includes employer matching contribution available from day one.

Compensation : The annual base salary range for this position is $175,000 - $200,000 plus an annual performance related bonus. Please note that the salary information is a general guideline only. EquiLend considers factors such as (but not limited to) scope and responsibilities of the position, candidate's skills & training, internal equity, as well as market and business considerations when extending an offer.

Diversity & Inclusion

At EquiLend, we are committed to an inclusive, diverse workplace where discrimination has no place. We value diverse perspectives as key to our success and innovation. If you need reasonable accommodations during the interview process, please let us know.

LI-Hybrid

Salary : $175,000 - $200,000

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Head of Financial Planning & Analysis (FP&A)

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