Title AVP, Planning and Analysis

Posting Description

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, Mass Mutual, 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.

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…