Wellington Management

Compensation Analyst, Financial Planning & Analysis

Wellington Management$80K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or related field; MBA or advanced degree a plus
  • 3-5+ years of experience in analytical roles with a focus on process improvement
  • Strong attention to detail with advanced analytical skills for interpreting complex data
  • Proficiency in tools such as Excel, Workday, Power BI, and Tableau; interest in AI tools for automation
  • Excellent communication and problem-solving abilities

Responsibilities

  • Oversee and execute position management and governance activities
  • Ensure timely and accurate position and compensation data in Workday
  • Conduct financial analysis including variance and trend analysis
  • Monitor compensation plans and identify associated risks and trade-offs
  • Produce financial reporting packages for senior leadership
  • Support design and implementation of innovative financial solutions
  • Serve as a trusted finance advisor during compensation discussions
  • Maintain confidentiality and integrity in all financial dealings

Benefits

  • Comprehensive health, dental, and vision insurance
  • Flexible spending and health savings accounts
  • Retirement plan options
  • Generous paid time off policy including sick and volunteer time
  • Tuition and CFA reimbursement programs
  • Life and disability insurance
  • Adoption assistance and back-up childcare options
  • Hybrid work model with 4 days in-office and 1 day remote flexibility
Full Job Description

About the Role

Position Overview

This position sits within the Finance function and plays a critical role in how the firm plans, forecasts, and governs compensation expense. The role is focused on management of position and cost data, reporting, expense management and financial governance, partnering closely with Global Compensation, Human Resources, and senior leaders to support decision-making and execution.

This individual will support the end0to0end financial process for compensation including forecasting and reporting, translating complex data into actionable insights, and provide thoughtful guidance on trade0offs, risks, and implications for the business. The role requires strong attention to detail and comfort operating independently. This individual needs to be process focused, excited to build on current momentum on investments in platforms & systems and be open and curious to adopting AI/new technologies.


Responsibilities

Oversee and execute position management activities and governance, including review and approval of new, changed, and backfilled roles; maintain cost targets

Ensure accurate and timely position, headcount, and compensation data within Workday and related systems

Provide comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate firm performance and identify areas for improvement

Monitor progress against approved compensation plans and proactively surface risks, issues, and trade0offs

Produce recurring standard work including financial reporting packages/analysis for CFO/Leadership team

Support the design and development efforts to implement innovative solutions to enable growth, enhance decision-making and drive efficiency (e.g. workforce planning system implementation)

Serve as a trusted Finance advisor in compensation0related discussions, including Quarterly Business Reviews and senior leadership forums

Maintain highest standards of confidentiality and integrity

Qualifications

Bachelor0degree in finance, accounting, or related field; MBA or advanced degree a plus

Demonstrable (3-5+ years) relevant work experience in analytical roles, with a proven track record of process improvement, innovation, and disciplined execution

Strong attention to detail and analytical skills with proven ability to interpret complex data and provide forward-looking analysis & recommendations

Advanced technical skills (e.g. Excel, Workday, Power BI, Tableau) are strongly preferred; demonstrated interest in leveraging AI tools to automate processes, reporting and analysis; Anaplan experience is a nice to have

Excellent communication and problem-solving skills

JOB TITLE

Compensation Analyst, Financial Planning & Analysis

JOB FAMILY

Finance

LOCATION

280 Congress

Not sure you meet 100% of our qualifications? That0s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salaryis only one component of Wellington0s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence,paid holidays, volunteer, sick and vacation time).

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

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