The AVP position provides a key control function within Finance as well as provides exposure to the Senior Managing Director and CFO of the firm, as well as Business Line Heads on a global level. The individual will interact with members of senior management, including Shared Service Department Heads, Global Line of Business Managers as well as Finance & Accounting.

• Serve as the business partner to the Global Heads of the Shared Services departments
• to help them understand their costs and find ways to more cost-effectively serve their internal customers
• Manage budgeted/approved headcount and compensation costs (critical control function)
• Lead budgeting/ planning process for shared services departments and monitor controllable SG&A costs
• Deliver monthly/quarterly analysis and reporting of financial results, including variances to business plan, to ensure key issues, risks, and business drivers are clearly understood and highlighted
• Assist in the allocation process of consolidated Shared Services costs to the Front Office using PCMCS (proprietary
• Oracle system)
• Participate in planning and execution of various cost saving initiatives throughout the company as appropriated by Senior Management
• Prepare executive-level reporting, summarizing findings and recommendations

• Bachelor’s Degree in Finance, Accounting, Economics or related field
• 3-5 years of experience working in a fast-paced environment; financial services industry experience preferred
• Ability to summarize complex analysis into key points
• A successful candidate should demonstrate perceptive analytical abilities, strong communication, interpersonal and
• team-building skills
• Must be very proficient with Microsoft Excel
• Smartview, Hyperion Planning, PCMCS, Oracle familiarity, Tableau a strong plus
• Strong knowledge of GAAP is a plus
• Self-starter, results-oriented and problem-solving qualities are desired; willingness to learn is essential