About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The Commercial Finance Lead works closely with the Director of Client Platform Finance and Head of Client & Product Strategy to create and maintain effective management reporting, broadly defined, for Client Platform leadership. This key finance role oversees business intelligence including KPI tracking, development of management presentations, growth forecasting, sales targeting and CRM data oversight. This leader will drive financial performance, provide insights to support key decisions across the client organization and continuously look to improve the processes.

The role will involve close collaboration with colleagues in Client & Product Strategy, Chief Operating Officer and the Client Platform technology team.  It will require a strong understanding of our sales and client services processes as well as excellent business partnerships across the organization.  This leader will work to ensure accurate and consistent commercial data and reporting are delivered to leaders across the organization.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots and v) challenge the status quo. 

RESPONSIBILITIES

• Design, create and maintain effective management reporting, broadly defined, for Client Platform leadership.  Ensure reporting meets the needs of CP leaders and is well understood.  CPMT reporting package usage and satisfaction will be a KPI for the role

• Lead the financial planning, budgeting, forecasting, and analysis for sales metrics in the Client platform providing proactive perspective on business results 

• Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.

• Develop vision & roadmap to evolve these capabilities and deliver information through a mix of self-service tools, self-service reports, and ad hoc custom analysis

• Inform data strategy and governance to ensure effective reporting output.  Influence peer Client Platform leaders to drive desired outcomes.  

• Partner with business leaders to support strategic vision and initiatives.

• Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.

• Develop financial leadership presentation materials for committee meetings, townhalls, and other cross-functional forums

• Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes.

• Continuous evaluation and support for cost allocation, transparency, problem-solving and execution. 

• Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.

• Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.

QUALIFICATIONS

• Bachelor’s degree in finance, accounting, or related field; MBA or advanced degree preferred.

• Demonstrable (10+ years) relevant work experience in finance with leadership experience, ideally within a global environment. 

• Proven track record of improving financial planning processes and delivering high-quality analysis and insights.

• Strong understanding of financial principles, accounting standards, and financial modeling techniques.