Interactive Brokers · 18 hours ago
Financial Planning & Analysis Manager
Greenwich, CT
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expInteractive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT. They are seeking a financial professional to lead the financial planning and analysis team, delivering data-driven insights to senior management and mentoring junior members of the team.
E-CommerceFinanceFinancial Services
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
Qualification
Required
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
Benefits
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)
Paid time off and a generous parental leave policy
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
Modern offices with multi-monitor setups
Company
Interactive Brokers
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.
Founded in 1977Greenwich, Connecticut, USA
1001-5000 employees
H1B Sponsorship
Interactive Brokers 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 (29)
2024 (24)
2023 (12)
2022 (21)
2021 (10)
2020 (12)
Funding
Current Stage
Public CompanyTotal Funding
unknown2009-06-01Post Ipo Equity
2008-01-01Post Ipo Equity
2007-05-04IPO
Leadership Team
James Menicucci
Chief Financial Officer
Andrew Claflin
Marketing Partnerships
Recent News
2026-02-04
The Motley Fool
2026-02-03
2026-02-03
Company data provided by crunchbase