Financial Planning and Analysis

• Drive the delivery of consolidated Fund Profitability results through management of the central Fund Profitability model
• Assist with preparation of materials for Fund Board meetings; provide backup support for materials; address questions from Trustees
• Assist in the production and analysis of quarterly and annual Asset Management Fund Profitability results; work with finance and business partners to understand how changes within the business impact Fund Profitability; report quarterly and annual results to broader team and senior leaders
• Contribute to various ad hoc projects, including Board-requested analyses, review of methodology, etc.

Senior Financial Analyst

Senior Financial Analyst

Asset Management Researcher – Financial Services Practice

Corporate Transactions and Investments Lead

Vice President, Investment Strategist – Retirement Services

FP&A Manager