HighTower Advisors

Senior Manager, Financial Planning & Analysis (FP&A)

HighTower Advisors$150K — $175K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or equivalent experience
  • 8+ years in financial analytics, with experience in corporate finance and business strategy
  • Experience managing a team
  • Expertise in Corporate Finance, M&A advisory, or financial consulting
  • Strong ability to summarize complex data clearly
  • Proficient in Excel and PowerPoint; experience with Tableau or Alteryx
  • Excellent written and verbal communication skills

Responsibilities

  • Lead the FP&A team's financial close, reporting, forecasting, and strategic planning processes
  • Partner with senior leadership to enhance company strategy with financial insights
  • Collaborate with senior leaders to build financial models addressing key business questions
  • Improve reporting processes for forecasts, annual planning, and cross-functional reporting
  • Develop junior team members for immediate responsibilities and future growth
  • Present company performance narratives to the broader organization
  • Own the development of deliverables for investors and senior management

Benefits

  • Medical, dental, and vision insurance from day one
  • Generous paid parental leave (16 weeks primary, 8 weeks secondary)
  • Onsite mother's lounge
  • Flexible PTO plan
  • Hybrid work schedule: in-office Mon-Thu, remote Fri
  • State-of-the-art gym facility in the Chicago office
  • 401k matching contributions
  • HSA employer funding
  • Student loan assistance
  • Pet insurance
Full Job Description
Your Future Team

Hightower is looking for a Senior Manager to help lead its Financial Planning & Analysis (FP&A) team. You will partner with the organization and Finance team leadership to guide the development and achievement of FP&A team goals. The FP&A team uses financial and operational data to support strategy development, achieve growth plans, and identify efficiency opportunities in the organization. The team collaborates with the organization to support informed decision-making and strategy execution.

What You'll Do

You will bring a balance of financial and analytical capabilities and strong communication skills. You will lead the FP&A team in building and improving processes that drive performance and scale while supporting the top-line growth of the organization. You will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and building and analyzing our performance metrics. You will work with organizational leadership and key external stakeholders to communicate our performance and advise on the achievement of the company strategy.
  • Lead the FP&A team in the financial close, reporting, forecasting, and annual strategic planning processes
  • Partner with senior leadership to provide the financial & analytical perspective in the development of the company's strategy
  • Interact with senior leaders across corporate functions and advisor practices to support decision making by leading the team in building financial models and providing a financial & analytical perspective to business questions
  • Drive continuous process improvement of reporting capabilities for key deliverables, including forecasts, annual planning, and cross-functional reporting
  • Develop junior team members to execute on current job responsibilities and seek growth opportunities for longer-term growth
  • Present to the broader organization on the story of company performance
  • Own the development process and delivery of key deliverables for investors, Board of Directors, and senior management
  • Lead junior team members on best practices for leveraging large datasets to develop insights and drive business outcomes
  • Manage cross-functional relationships as a representative of the FP&A team across the corporate function and with the advisor practices
  • Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions, and timelines to team leadership


What You'll Bring
  • Bachelor's degree in finance or equivalent experience
  • Experience managing a team
  • 8+ years of experience in a financial analytics environment where you have gained experience in corporate finance and business strategy
  • Relevant experience includes Corporate Finance, M&A advisory, financial consulting, or other analytically driven roles
  • Ability to summarize complex data in a clear and concise manner
  • Baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements
  • Highly proficient in Excel and PowerPoint. Experience with other data processing / visualization tools (Tableau, Alteryx)
  • Ability to work independently and adapt quickly to new systems and processes
  • Written and active communication skills


What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Mother's lounge onsite
  • Flexible PTO plan
  • In-office Monday through Thursday and work from home on Fridays
  • Free brand-new gym in the Chicago office
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of $150,000- $175,000 plus discretionary bonus (exact base salary amount will be dependent on experience)


About HighTower Advisors

Industry
Founded
2008

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