AVP, Planning and Analysis

Who We Are:

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.

Summary: The AVP of FP&A will serve as a strategic finance leader, responsible for translating financial and operational data into actionable insights across all business lines, enhancing decision-making through data and modeling, supporting strategic initiatives, improving profitability, strengthening performance management across the organization and establishing scalable FP&A processes to support the firm’s continued growth.

This role partners closely with the CFO and Executive Leadership, Sales Management, Finance, Operations, MassMutual, and NFP/Aon stakeholders to provide forward-looking analysis, performance management, forecasting, and strategic decision support.

Job Accountabilities:

• Supports the organization's budgeting, forecasting, and long-range planning processes to support strategic decision-making and resource allocation.
• Serve as a strategic business partner to leadership by evaluating growth opportunities, supporting key initiatives, and providing data-driven recommendations.
• Deliver actionable financial and operational insights that help executive leadership understand business performance, identify opportunities, and mitigate risks.
• Partner across Finance to develop and maintain enterprise performance management reporting to provide visibility into organizational, advisor, recruiting, and financial outcomes.
• Deliver analytics related to Relationship Manager productivity, profitability, recruiting effectiveness, advisor economics, and business performance.
• Support mergers, acquisitions, and integration activities through financial analysis, performance tracking, business case development, and value realization reporting.
• Partner with Finance Operations, Controllership, and Data Strategy & Automation to improve reporting capabilities, streamline processes, and enhance organizational decision-making.
• Build a scalable Planning & Analysis function that promotes financial discipline, operational transparency, accountability, and a culture of data-driven decision-making.

Experience:

• 8+ years of progressive experience in FP&A, Strategic Finance, Business Analytics, Corporate Finance, Consulting, Investment Banking, or related disciplines
• Experience supporting executive leadership and business decision-making
• Demonstrated experience in budgeting, forecasting, and financial modeling
• Experience developing KPI frameworks and management reporting
• Experience partnering with operational leaders and influencing decisions through data and analysis
• Experience leading strategic initiatives and cross-functional projects
• M&A, integration, or corporate development experience preferred
• Insurance, wealth management, financial services, distribution, or advisory industry experience preferred

 Required Skills / Abilities:

• Advanced financial modeling and analytical capabilities
• Strong understanding of revenue drivers, margin dynamics, and business unit economics
• Expertise in budgeting, forecasting, and long-range planning
• Ability to translate complex financial data into clear, actionable insights
• Advanced proficiency in Excel and financial systems; experience with BI tools a plus
• Strong communication and presentation skills, particularly with senior stakeholders
• Facilitation and stakeholder management

Required Behaviors / Attitudes:

• Strategic Curiosity: Demonstrates a desire to understand how the business operates, what drives performance, and where opportunities exist to improve outcomes.
• Business Partnership: Builds trusted relationships across the organization and seeks to understand stakeholder needs while balancing enterprise objectives.
• Ownership Mentality: Takes accountability for outcomes and drives solutions through completion.
• Continuous Improvement: Challenges existing processes and actively seeks opportunities to improve efficiency, reporting, decision-making, and scalability.
• Executive Presence: Communicates with confidence, clarity, and professionalism while effectively engaging leaders at all levels of the organization.
• Proactive & Forward-Looking: Anticipates issues and identifies opportunities ahead of time
• Analytical Rigor: Applies disciplined analysis and sound judgment to evaluate information and develop recommendations.
• Collaboration: Works effectively across functional boundaries and fosters a team-oriented approach to solving business challenges.
• Adaptability: Thrives in a dynamic environment and effectively balances strategic priorities with evolving business needs.
• Agility: Effectively navigates changing priorities, shifting business needs, and evolving market conditions while maintaining a high level of execution and partnership with stakeholders

Education:

• Bachelor’s degree in Finance, Accounting, or related field required
• MBA, CFA, CPA or other advanced finance designation strongly preferred

What We Offer:  

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $140,000.00 – $176,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 

NFP and You... Better Together! 

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.