Financial Planning & Analysis Manager
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Overview
Job Description
Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is Hybrid role (4 days in office /1 day remote)
Interactive Brokers is seeking a financial professional with critical thinking to join our finance team.
Position Overview
This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance. The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm. You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens.
Key Responsibilities
Expert on the state of the industry by keeping current with the fast pace of global financial services
Prepare executive-level presentations on:
the state of the industry
our competitive positioning
new industry products and services
new entrants to the industry
Monitor key performance indicators (KPIs) and business metrics to track progress and be an early indicator of trends in our customer trading behavior
Conduct ad-hoc financial analysis to support strategic initiatives inclusive of investments in other companies.
Mentor and develop junior members of the FP&A team
Qualifications
10+ years of experience in financial services industry in a financial analysis team or an equity research team.
2-5 years managing such team
Bachelor's degree required; CFA or CPA a plus
Independent and confident in the ability to research products, services, industries, and companies and fact check their results
Competency in digesting financial statements through strong knowledge of accounting standards
Thrives in a fast-paced, dynamic environment.
What We Offer
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.
- Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
- Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack
- Corporate events including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement and learning opportunities
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