Financial Planning and Analysis (FP&A) Analyst (Vice President)

Overview

In this FP&A role you will track and report revenues and expenses related to Jefferies’ activities with the SMBC/Nikko JV, and prepare substantial fee calculations for the Day 1 scope from 2027. You will support the JV setup and ongoing cross-entity costs, coordinating with IT and finance to monitor budgeted versus actual spending. The position involves validating assumptions, reporting to Jefferies and JV leadership, and building controls for related party activity. You will engage with multiple teams across legal, tax, front office and technology to support future growth, including Day 1 readiness and a planned equity derivatives launch.

Responsibilities

• Oversee JV setup expenses and report on them
• Coordinate with IT to monitor costs versus budget
• Administer ongoing support SLA expense tracking
• Review underlying assumptions and calculations for accuracy
• Coordinate with product controllers on JV-related revenue flows (gross and net)
• Prepare revenue and expense reports for Jefferies and JV senior management
• Maintain efficient payment structures to/from the JV
• Develop systemic controls to report and reconcile related party activity

Key requirements

• 5–10 years of finance experience with FP&A, cost tracking, management reporting, budgeting, forecasting and financial control
• Experience supporting complex revenue and expense tracking frameworks across multiple entities
• Strong understanding of financial services products and capital markets activity
• Experience with related party reporting, intercompany charges, transfer pricing, or cost-sharing in a regulated environment (valuable)
• Ability to develop and enhance systematic controls for reconciliation, validation, reporting and disclosure
• Strong management reporting and stakeholder engagement skills for senior leadership and external stakeholders
• Analytical, detail-oriented, capable of challenging assumptions and aligning with governance requirements
• Experience working across multiple entities, jurisdictions and functions (Tech, Operations, Finance, Legal, Tax, Front Office)
• Comfortable with project-driven environments including Day 1 readiness and post-go-live controls
• Advanced Excel and financial modelling skills
• Experience with ERP, BI or data reconciliation tools would be advantageous

• stakeholder engagement
• analytical mindset
• attention to detail
• Advanced Excel
• financial modelling
• ERP experience

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