*Before applying, please note that this position is based in our Maryland office and requires in-office presence four days per week. Only the Maryland compensation range displayed below applies to this role, regardless of a candidate's current location. Remote work beyond this arrangement and alternative office locations are not available. * Role Summary The Manager will be on the Financial Planning & Analysis (FP&A) team helping to support the Investments business unit and Product. 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.
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.
- Supports budgeting, quarterly forecasting, and long-range planning processes.
- Performs monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicates key drivers.
- Supports 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 including AUM, revenue and product related costs.
QualificationsRequired:- Bachelor's degree and 5+ years of 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.
Base Salary RangesPlease review the job posting for the location of this specific opportunity.
$87,000.00 - $148,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$95,500.00 - $163,000.00 for the location of: Washington, D.C.
$108,000.00 - $185,000.00 for the location of: New York, California
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.
BenefitsWe value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
- A generous retirement plan
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Learn more about our benefits.
