Senior Director, FP&A - Private Markets jobs in United States
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Invesco · 16 hours ago

Senior Director, FP&A - Private Markets

Invesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for clients. The Senior Director, FP&A – Private Markets will provide strategic financial oversight and direction for Invesco’s Private Markets business, leading the FP&A function to support profitable growth and operational excellence.

FinanceFinancial ServicesVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Provide strategic direction and executive oversight for all financial planning, budgeting, forecasting, and reporting activities related to Private Markets business units and firm capital invested in underlying funds. Partner with senior leadership to shape and execute the financial strategy for the platform
Build, lead, and develop a high-performing finance team, fostering a culture of collaboration, innovation, and continuous improvement. Set clear objectives, provide regular feedback, and champion professional growth and succession planning
Build and maintain trusted advisory relationships with business unit leaders, portfolio managers, fund operations, and corporate executives. Serve as a strategic partner to drive financial discipline, optimize resource allocation, and support key business initiatives
Oversee the design and enhancement of sophisticated financial models for long-range planning, scenario analysis, new product launches, and profitability assessments. Ensure models are robust, scalable, and aligned with business objectives
Direct the preparation and delivery of comprehensive financial performance reports, dashboards, and presentations for executive management, board members, and other key stakeholders. Provide actionable insights and recommendations to inform strategic decisions
Continuously evaluate and enhance FP&A processes, systems, and tools to improve efficiency, accuracy, and scalability. Champion the adoption of best practices and emerging technologies

Qualification

Private Markets ExpertiseFinancial ModelingExecutive LeadershipAnalytical AcumenTechnical ProficiencyCommunication ExcellenceProject Management

Required

15+ years of progressive experience with a strong track record in private markets finance, fund accounting, or operations, including real estate, private credit, private equity, or other alternative asset classes
Deep understanding of private markets, alternative investments, and the financial services industry, with hands-on experience in the operational and financial intricacies of the asset class
Bachelor's degree in Finance, Accounting, Economics preferred; MBA, CFA, or CPA strongly preferred
Demonstrated success leading and developing high-performing teams in a dynamic, matrixed, and global environment
Exceptional analytical, quantitative, and problem-solving skills, with the ability to synthesize complex data and provide clear, actionable recommendations to senior leadership
Proven ability to influence and collaborate effectively with C-suite executives, business leaders, and cross-functional teams
Advanced proficiency in financial modeling and analysis; expertise with Oracle and Hyperion
Superior skills in Microsoft Excel, PowerPoint, and Word
Outstanding verbal and written communication skills, with the ability to present complex information clearly and persuasively to diverse audiences
Experience leading large-scale projects and driving organizational change in a fast-paced environment

Benefits

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan

Company

Invesco

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Invesco Ltd.

H1B Sponsorship

Invesco has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (57)
2024 (60)
2023 (54)
2022 (63)
2021 (63)
2020 (67)

Funding

Current Stage
Late Stage

Leadership Team

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Kelvin Liu
Partner & Senior Portfolio Manager
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Company data provided by crunchbase