Finance Manager (FP&A)
Core
Manager on the Financial Planning & Analysis (FP&A) team supporting the Technology, Data and Operations (TDO) business unit with financial reporting, strategic planning, forecasting, and financial modeling.
Role type
Manager, FP&A
Builds
Financial forecasts, budgets, variance analyses, and executive summaries for the TDO business unit.
Domain
Asset Management / Financial Services
Required skills
Financial modeling, Variance analysis, Budgeting, Forecasting, Strategic planning, Excel, Business partnering, Trend analysis
Preferred skills
Power BI, Financial planning systems (Oracle, SmartView), Data visualization, Accounting principles, Cross-functional leadership
Technologies
Excel, Power BI, Oracle, SmartView
Responsibilities
Update/refine short-term and long-range forecasts and methodologies; Support budgeting, quarterly forecasting, and long-range planning processes; Perform monthly variance analysis and communicate key drivers; Support month-end close activities; Conduct trend analysis on financial data and technology chargebacks; Develop recommendations on improving efficiency and effectiveness.
Seniority
Manager, hands-on IC