Sr. Manager, Financial Planning and Analysis

About the Role

A role in FP&A supporting Global Distribution operates in a fast‑paced, highly visible environment where accuracy, insight, and strategic thinking are essential. The position partners closely with senior leadership across channels to synthesize trends, deliver forward‑looking analysis, and play a central role in forecasting the firm’s gross sales and net flows. With broad exposure and meaningful influence on decision‑making, this role is critical to guiding resource allocation, prioritization, and overall business performance.

Role Summary

Designs and delivers highly complex financial analytics and reporting. Responsible for the accuracy and completeness of own work. Provides guidance to less experienced team members, as needed, and contributes to the achievement of area goals.

Responsibilities

• Performs highly complex historical analyses to support end-to-end processes within Finance, including providing support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Identifies and monitors broad trends and presents findings to finance leadership and/or the business.
• Provides guidance on updating and refining short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Ensures the business is aligned with assumptions and methodologies used in forecasts.
• Conducts advanced trend analysis on financial data and operating performance. Develops recommendations on improving efficiency and effectiveness against benchmarks.
• Participates in the development of annual operating, capital, and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and interprets results and business implications to evaluate the financial impact of larger or more complex new projects and business opportunities.

Qualifications

Required:

• Bachelor's degree AND
• 8+ years of total relevant work experience

Preferred:

• Financial services experience, ideally within asset management, with strong familiarity of industry trends and financial drivers.
• Proven leadership of multi‑year forecasting processes in large, matrixed organizations, with the ability to drive alignment across diverse stakeholders.
• Hands‑on financial support experience, including ownership of operating expense management for a business unit or functional group.
• Demonstrated ability to lead cross‑functional initiatives, navigate matrixed teams, and deliver high‑quality, executive‑ready outputs under tight deadlines.
• Proficiency with analytical and reporting tools, including PBCS, Power BI, Tableau, and advanced Excel.
• Strong storytelling and communication skills, with the ability to translate complex financial insights into clear recommendations for senior leadership.
• Understanding of AUM, flows, sales pipelines, and revenue dynamics, particularly within global distribution environments.
• Ability to influence without authority, fostering collaboration across distribution, finance, and marketing partners.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.