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

This position will lead the FP&A team which delivers support to the CFO and senior management related to financial performance. The role involves extensive interactions with a broad range of individuals spanning all global business functions, centered on financial planning and analysis. The Director will be responsible for, driving strategic financial planning processes, providing insightful analysis, and supporting key decisions across the organization and for the firm’s budgeting and forecasting process.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach an FP&A team.  In alignment with company’s overarching business strategy and corporate business goals, the Director will create a strategic vision and direction for the FP&A function.  This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.

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
•    Provide financial leadership and support for business functions analyzing the current and future profitability characteristics.
•    Partner with business leaders to provide financial insights and analysis to support strategic decision-making, investment evaluation, and resource allocation.
•    Lead production and delivery of recurring financial reporting packages/analysis for CFO/Leadership team
•    Lead team in providing comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate business performance and identify areas for improvement.
•    Completion of budget and forecasts for business functions and support of accompanying presentations.
•    Continuously evaluate and improve financial planning processes, tools, and systems to enhance efficiency, accuracy, and effectiveness.
•    Creation of complex financial models to support strategic project work; provide additional support to business sponsors of projects, including implementation and ongoing measurement.
•    Drive and support process improvements in FPA policies, procedures, and departmental performance metrics.
•    Project work related to i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive outcomes, and iv) other ad hoc efforts.

QUALIFICATIONS
•    Bachelor’s Degree in finance, accounting, or related field; MBA or advanced degree preferred.
•    Demonstrable (15+ years) relevant work experience in finance with leadership FP&A experience at an investment management or consulting firm. 
•    Experience in people management including, developing, mentoring, and driving a high-performance team.
•    Proven track record of leading financial planning processes and delivering high-quality analysis and insights.
•    Strong understanding of financial principles, accounting standards, and financial modeling techniques.
•    Proven problem-solving and analytical skills coupled with rigorous decision-making process.
•    Superior interpersonal and communication skills.
•    Strategic thinker with the ability to provide forward-looking analysis and recommendations.
•    Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.
•    Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner.
•    Demonstrated embodiment of our cultural standards – integrity, ethics, and ability to set a standard in leadership.
•    Strong applications skills – Excel &