Financial Planning and Analysis

• Leads in-depth analysis of features & functionality associated with the performance engine.
• Consults and advises key stakeholders, acts as subject matter and technical expert.
• Identifies and resolves complex performance issues.
• Oversight and review of daily pre- and post-tax performance calculations for all VPI accounts.
• Identify and resolve issues with account performance, and own all composite performance management, reporting, and compliance processes.
• Key interface with VPI’s engineering teams to improve and drive further automation.
• Works closely with operations and client-facing teams to help produce and present accurate performance measurement, attribution and analytical responses to complex queries and requests from internal and external clients.
• Serves as subject matter expert for global teams and collaborates with internal and external partners to support global performance analysis teams.

Product Manager – Investment Performance Specialist

Director of Finance – Administration

FP&A Manager

Senior Manager – Business Finance

Senior Offer Development Strategist, Financial Planning & Coaching

Financial & Regulatory Reporting Senior Manager