ICD Portal · 22 hours ago
Assistant Vice President, Financial Planning and Analysis
New York, NY, United States
Full-time
Hybrid
Mid Level
$70K/yr - $160K/yr
3+ years expTradeweb is a global leader in electronic trading for various financial markets, and they are seeking an Assistant Vice President of Financial Planning and Analysis. This role involves managing reporting, consolidating budgets and forecasts, and optimizing the use of Workday Adaptive Planning to deliver accurate financial reports to senior leadership.
FinancePaymentsVenture CapitalCrowdfundingFinancial ServicesImpact Investing
Responsibilities
Own monthly and quarterly management reporting packages, including variance analysis and executive-ready commentary
Assist with the coordination, preparation and production of monthly, quarterly and annual management financial statements
Lead budgeting, forecasting, and strategic planning cycles in Workday Adaptive Planning
Assist with corporate-wide expense management and analysis
Partner with business and functional leaders to provide financial insights and drive decision-making
Develop and automate dashboards, templates, and reports to improve data visibility and reduce manual work
Partner with the Transformation team to maintain and enhance Adaptive system architecture, including model structure, assumptions, dimensions, and reporting hierarchies
Qualification
Required
Bachelor's Degree in Accounting, Finance, Economics, Math or related field
3-5 years of experience in financial analysis or consulting
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 time 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
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
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 provide 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
ICD Portal
Tradeweb is dedicated to serving the unique investment and liquidity needs of treasury and finance teams.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Parthenon Capital Partners
2024-04-08Acquired
2017-10-10Private Equity
Leadership Team
Justin Brimfield
Chief Marketing Officer
Recent News
FinanceFeeds
2025-06-28
Institutional Asset Manager
2025-06-28
Business Wire
2025-06-26
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