Director, Financial Planning and Analysis jobs in United States
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Tradeweb · 14 hours ago

Director, Financial Planning and Analysis

positionNew York, NY
timeFull-time
remoteHybrid
seniorityLead/Staff, Director/Executive
money$175K/yr - $305K/yr
date12+ years exp

Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. The Director of Financial Planning and Analysis will oversee budgeting, financial modeling, and analysis, while collaborating with business leaders to support growth strategies and decision-making processes.

Financial ServicesMarketplaceRetailWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Kathy Henry
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Responsibilities

Oversight of consolidated budgeting, 3-year plan and financial reporting
Financial modeling and analysis related to current businesses and new opportunities and scenario planning
Develop, implement and maintain excel and Adaptive models and accurate and timely information to enable decision support and ad hoc analysis
Create annual and quarterly earnings materials for investor presentations and SEC filings
Manage and mentor global FP&A team members
Delivery of real-time and monthly forecasting
Decision support for general corporate finance projects
Develop presentations for board and operating committee materials
Communicate financial information in a concise and accessible manner to non-finance personnel and management
Oversee corporate-wide expense management and analysis

Qualification

Financial modelingFinancial analysisExcel skillsPowerPoint skillsAdaptive PlanningTableauAlteryxAnalytical abilitiesProject managementInterpersonal skillsCommunication skillsAttention to detail

Required

Bachelor's degree in accounting, Finance, Economics, Math or related field
Minimum 12+ years of experience in financial analysis, consulting or other similar finance roles
Excellent PowerPoint and Excel skills (VLOOKUP, PivotTables, etc.)
Excellent financial analysis and modeling skills
Exceptional computational and analytical abilities and sharp attention to detail
Excellent project management, presentation and interpersonal skills are essential
Excellent communication skills in a variety of mediums - must be comfortable working cross-functionally with people at multiple levels and from multiple disciplinary backgrounds
Ability to work in and be comfortable with fast paced, fluid environment
Self-starter who takes initiative and completes all projects with high energy and ability to prioritize and take ownership
Able to resolve complex problems and articulate/communicate in a simple manner

Preferred

Experience with Adaptive Planning, Tableau and Alteryx is a plus
Prior knowledge of capital markets or the financial technology industry is a plus
Financial, Planning, and Analysis experience a plus – especially driving annual planning process

Benefits

Health Insurance: Highly competitive medical, dental, and vision programs
Hybrid Environment: Our employees have the flexibility of working in the office and from home.
Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
Pre-Tax Commuter Benefits Program
ARAG Legal Services
Employee Assistance Program
Tuition Reimbursement
Financial Wellness Tools
Travel Assistance Benefits
Pet Insurance
Corporate Gym Subsidies
Wellness Perks
Paid Time Off and Parental Leave

Company

Tradeweb

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Glassdoor3.8
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Tradeweb Markets is a global marketplace for electronic fixed income.
dateFounded in 1997
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.tradeweb.com/

H1B Sponsorship

Tradeweb 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 (60)
2024 (57)
2023 (54)
2022 (42)
2021 (54)
2020 (48)

Funding

Current Stage
Public Company
Total Funding
unknown
2019-04-03IPO

Leadership Team

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Carlos Olivares
Director Latam Sales
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Recent News

FX News Group
Tradeweb completes first fully electronic auction for brokered CDs
2025-12-16
MarketScreener
Tradeweb Completes First On-Chain Electronic Auction for Brokered CDs
2025-12-15
Ledger Insights - blockchain for enterprise
BofA, SocGen, TradeWeb participate in 2nd Canton DLT Treasury repo trials
2025-12-10
Company data provided by crunchbase