Vice President of Financial Planning & Analysis

Company: Rockefeller Capital Management
Location: Paramus
Posted on: June 23, 2022

Job Description:

About Rockefeller Capital Management:
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States. Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.

Position:
This position will be a part of the Finance team, working with the Head of FP This individual be a key player on the team focused on budgeting, forecasting, and management reporting for the Firm, with the goal of providing impactful analytics that will drive insightful business decisions and strategy. This person will build and utilize financial models to deliver current and projected performance analysis and develop an understanding of business trends to drive profitable growth and facilitate the success of the organization.

Responsibilities:
--- Partner with Head of FP on best practices, procedures, and processes to drive best in class budgeting and forecasting, business insight, and analysis to support key members of the senior leadership team--- Deliver reports that clearly communicate the financial performance of the business, design performance indicators and metrics that facilitate transparency and measure the effectiveness to assist in decision making--- Direct preparation of monthly, quarterly, annual company financial performance reporting--- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards--- Increase productivity by developing automated reporting and forecasting tools.--- Assist in the development of internal operational dashboards and monitor business drivers for all functions, highlighting trends and analyzing underlying causes of variance for the finance team to leverage in presentations to the executive team and Board of Directors--- Participate in various process and reporting improvement projects and initiatives to improve reporting and forecast/budget accuracy, accessibility, and relevance of data--- Develop various types of financial models to value and analyze debt and equity for cash flow needs, mergers, acquisitions, and capital raising transactions--- Perform various valuation methods including comparable companies, precedents, and DCF.--- Perform Ad Hoc requests to support management decision-making

Qualifications:
--- B.S. in Finance, Accounting, Economics, or related discipline.--- 8+ years of relevant finance/business/accounting experience. Knowledge of investment products strongly preferred.

Skills:
--- Demonstrated advanced experience in financial modeling.--- Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data --- Excellent Microsoft skills (Excel; PowerPoint) with ability to design and maintain complex financial models and to drive high quality financial presentations.--- Strong communication skills, both written and verbal.--- Ability to work well independently and as part of a team.--- Ability to build key relationships with finance and other professionals across the organization.--- Extremely reliable character with a demonstrated ability to handle sensitive information with discretion.--- Attention to detail, and organizational skills.

Disclosure:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics"). -Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Keywords: Rockefeller Capital Management, Paterson , Vice President of Financial Planning & Analysis, Executive , Paramus, New Jersey