What are the responsibilities and job description for the Senior Vice President, Business Planning position at New York Capital Management?
Company Description New York Capital Management is a financial services firm focused on delivering tailored investment and advisory solutions to a diverse client base. The organization emphasizes disciplined risk management, long-term value creation, and rigorous analytical approaches to capital allocation. Team members collaborate across functions to support institutional and individual clients in achieving their financial objectives. The firm values integrity, transparency, and innovation, providing opportunities for professionals to shape strategic direction and drive measurable impact.
Role Description The Senior Vice President, Business Planning will lead the development and execution of the firm’s long-range business plans, working closely with executive leadership to define strategic priorities and financial targets. This full-time hybrid role is based in Los Angeles, CA, with flexibility for part-time work from home. Day-to-day responsibilities include overseeing annual budgeting and forecasting processes, conducting in-depth financial and operational analyses, and preparing executive-ready presentations and reports. The SVP will collaborate with business unit leaders to evaluate new initiatives, assess investment opportunities, and optimize resource allocation. The role also includes mentoring team members, enhancing planning frameworks, and ensuring that business plans align with market conditions, regulatory requirements, and the firm’s growth objectives.
Qualifications
Role Description The Senior Vice President, Business Planning will lead the development and execution of the firm’s long-range business plans, working closely with executive leadership to define strategic priorities and financial targets. This full-time hybrid role is based in Los Angeles, CA, with flexibility for part-time work from home. Day-to-day responsibilities include overseeing annual budgeting and forecasting processes, conducting in-depth financial and operational analyses, and preparing executive-ready presentations and reports. The SVP will collaborate with business unit leaders to evaluate new initiatives, assess investment opportunities, and optimize resource allocation. The role also includes mentoring team members, enhancing planning frameworks, and ensuring that business plans align with market conditions, regulatory requirements, and the firm’s growth objectives.
Qualifications
- Demonstrated expertise in Business Planning and Strategic Planning to drive long-term growth and organizational alignment.
- Strong Analytical Skills and Finance experience to interpret complex data, build financial models, and support decision-making.
- Proficiency in Budgeting, including ownership of forecasting, expense management, and variance analysis.
- Extensive leadership experience in financial services or a related sector, with a track record of influencing senior stakeholders.
- Advanced proficiency in Excel and financial planning tools; familiarity with business intelligence or data visualization platforms is beneficial.
- Excellent communication, presentation, and collaboration abilities, with capacity to translate analysis into clear recommendations.
- Ability to work effectively in a hybrid environment in Los Angeles, CA, managing priorities across teams and time-sensitive projects.
- Bachelor’s degree in Finance, Business, Economics, or a related field; MBA or equivalent advanced degree strongly preferred.