Performs highly complex historical analyses to support end-to-end processes within Finance, including providing support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting
Identifies and monitors broad trends and presents findings to finance leadership and/or the business
Provides guidance on updating and refining short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business
Ensures the business is aligned with assumptions and methodologies used in forecasts
Conducts advanced trend analysis on financial data and operating performance
Develops recommendations on improving efficiency and effectiveness against benchmarks
Participates in the development of annual operating, capital, and strategic plans
Compiles financial information, conducts sophisticated analysis as needed, and interprets results and business implications to evaluate the financial impact of larger or more complex new projects and business opportunities

Requirements

Bachelor's degree AND 8+ years of total relevant work experience
Financial services experience, ideally within asset management, with strong familiarity of industry trends and financial drivers
Proven leadership of multi-year forecasting processes in large, matrixed organizations, with the ability to drive alignment across diverse stakeholders
Hands-on financial support experience, including ownership of operating expense management for a business unit or functional group
Demonstrated ability to lead cross-functional initiatives, navigate matrixed teams, and deliver high-quality, executive-ready outputs under tight deadlines
Proficiency with analytical and reporting tools, including PBCS, Power BI, Tableau, and advanced Excel
Strong storytelling and communication skills, with the ability to translate complex financial insights into clear recommendations for senior leadership
Understanding of AUM, flows, sales pipelines, and revenue dynamics, particularly within global distribution environments

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial analysistrend analysisforecastingoperating expense managementperformance metricsbusiness intelligenceefficiency improvementcapital planningstrategic planningdata interpretation

Soft skills

leadershipcommunicationstorytellingcross-functional collaborationstakeholder alignmenttime managementanalytical thinkingproblem-solvingpresentation skillsadaptability