Financial Planning & Analysis Manager

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Interactive Brokers is seeking a financial professional with critical thinking to join our finance team.

This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance. The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm. You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens.

• →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

• 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.