Wealth Management Finance FP&A - Director (WM Marketing)
Core
Lead Finance support for the WM Marketing business group, owning forecasting, budgeting, expense tracking, and monthly business reporting.
Role type
Director, Product Controllers
Builds
Management reports, financial forecasts, and budget plans for the Wealth Management Marketing division.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial forecasting, budgeting, P&L analysis, variance analysis, month-end close, strategic financial planning, risk management, project management, Microsoft Excel, PowerPoint
Preferred skills
Knowledge of WM products and metrics, familiarity with AI tools and analytical systems, cross-functional collaboration
Technologies
Microsoft Office (Excel, PowerPoint), AI tools, analytical systems
Responsibilities
Lead budgeting, forecasting, reporting, and financial analysis for WM Marketing; Analyze monthly results and key metrics to identify drivers and variances; Produce presentations to review financials/key metrics for each business group; Support month-end close and financial reporting processes including expense reviews; Provide ad hoc analysis and strategic input.
Seniority
Director, strategic leadership with hands-on execution
