Manager, Financial Planning and Analysis

About the Role

This Manager, Financial Planning and Analysis role comes with a broad set of responsibilities and is a great opportunity for emerging finance leaders to drive impact while continuing to develop skills. You’ll be expected to execute on the basics – such as financial reporting, forecasting, and modeling – while also being given opportunities to play a leadership role in more advanced spaces, such as strategic planning and stakeholder management. The position will be responsible for analyzing the financials of the business to identify and communicate areas of financial risk and/or opportunity. The ideal candidate possesses a mix of complex business analysis and problem-solving skills, strong verbal and written communication skills, and knowledge and interest in asset management and global trends. 

Role Summary  

Execute complex financial analytics, forecasting, 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. A successful candidate will work independently to meet deadlines, receiving minimal guidance and hold self-accountable to meet and exceed objectives. They will utilize collaboration and organizational skills to work with the larger team as well as the full FP&A organization. 

Responsibilities

• Performs 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 expenses against actual results, and metrics and scorecard reporting.  Reviews and delivers monthly performance reporting. Ensure accuracy, resolving data issues, and overseeing key deliverables.
• Provides guidance on updating and refining both short-term & 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. 
• Provides analytical and strategic support to partnering business units. Develops supporting business cases as business leaders explore new opportunities to drive growth and/or efficiency. 
• Partners with internal clients to understand their financial needs acting as a subject matter expert.
• Participates in the development of annual operating, capital, and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and to evaluate the financial impact of new projects and business opportunities. 
• Support key process improvements. Identify control gaps, recommend improvements, and developing systematic approaches to maintain and enhance models and processes.  
• Ad- hoc requests  

Qualifications 

Required: 

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

Preferred: 

• Knowledge of Financial Services Industry 
• Experience interacting with senior leadership 
• Demonstrated ability to take initiative, work independently, and drive solutions  
• Excellent verbal and written communication skills 
• Advanced Power Point and Excel skills 
• Experience with Power BI 
• High proficiency in analyzing and synthesizing complex financial data into meaningful executive summary statements 
• Responsive, team-oriented approach with excellent client-service skills for effective relations with internal clients 
• Experience in financial systems (i.e. Oracle, SmartView) 
• Knowledge of accounting principles 

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.  

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).