Role Summary

The Manager will be on the Financial Planning & Analysis (FP&A) team helping to support the Technology, Data and Operations (TDO) business unit. This will include financial reporting, strategic planning, forecasting, financial modeling and partnering with the business. The leader will be responsible for analyzing the financials of the business unit to identify and communicate areas of financial risk and/or opportunity. They will possess a mix of complex business analysis and problem-solving skills, strong verbal and written communication skills, and knowledge/interest in asset management and global trends.

A successful candidate will work independently to meet deadlines receiving minimal guidance and hold themselves accountable to meet and exceed objectives. They will utilize collaboration, organization, and communication skills to work with various stakeholders across Finance and the business unit supported.

Responsibilities

• Updates/refines short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies using deep knowledge of the business unit gained through business partnerships.
• Support budgeting, quarterly forecasting, and long-range planning processes.
• Perform monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicate key drivers.
• Support month-end close activities, ensuring accuracy and completeness of financial results.

• Supports business unit decision making by leveraging advanced Excel modeling skills.
• Conducts trend analysis on financial data, technology chargebacks, and operating performance. Develops recommendations on improving efficiency and effectiveness.

Qualifications

Required:

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

Preferred:

• Confidence and ability to interact with senior leadership
• Excellent verbal and written communication skills
• Ability to lead cross-functional initiatives, providing guidance and support to analysts
• Advanced Power Point and Excel skills
• 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 creating data visualizations, storyboards, or dashboards in Power BI a plus
• Experience with financial planning 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).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits