Title Director, Financial Planning & Analysis

Overview

Connecting clients to markets – and talent to opportunity.

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

Position

Purpose:

The Director, Financial Planning & Analysis will serve as the lead finance business partner for the Institutional Fixed Income, Prime Services, Clearing and Equities businesses. This role is responsible for delivering strategic financial analysis, budgeting, forecasting, business performance management and executive decision support across multiple institutional business lines.

The successful candidate will work closely with senior business leaders, Corporate Development, Regulatory Reporting, Treasury, Accounting and Executive Management to drive profitable growth, enhance business performance, support regulatory requirements and provide actionable financial insights. The role requires a strong understanding of capital markets, institutional brokerage, securities financing and financial services operations.

• Act as the primary FP&A partner for the Institutional Fixed Income, Prime Services and Equities businesses.
• Build trusted relationships with senior business leaders and provide financial guidance to support strategic decision-making.
• Evaluate business performance drivers, market opportunities, pricing initiatives and growth strategies.
• Support strategic projects, new business initiatives, product launches and investment decisions through financial modelling and analysis.
• Deliver actionable recommendations to improve profitability, operating leverage and return on capital.

• Lead annual budget, rolling forecast and long-range planning processes for assigned businesses.
• Develop detailed revenue, expense, headcount and capital forecasts.
• Partner with business leaders to identify risks and opportunities affecting financial performance.
• Drive accountability for financial commitments and forecast accuracy.
• Develop scenario analyses and stress-testing models to support decision-making.

• Lead the preparation and presentation of monthly and quarterly business performance reviews.
• Develop executive-level reporting packages that clearly communicate financial results, KPIs, operational metrics and business trends.
• Perform detailed variance analysis against budget, forecast, prior year and strategic targets.
• Identify key business drivers and provide insightful commentary for executive management.
• Support Board, Executive Committee and senior leadership reporting requirements.

• Partner with Regulatory Reporting, Finance, Compliance and Legal teams to support regulatory filing requirements.
• Provide financial analysis and supporting schedules for regulatory submissions.
• Assist with capital, liquidity and…