Sr. Manager, Financial Planning & Analysis (FP&A)
Core
Strategic finance partner supporting comprehensive planning, forecasting, analysis, and reporting of financial performance for Investments and Product organizations.
Role type
Senior Manager, Financial Planning & Analysis (FP&A)
Builds
Monthly, quarterly, and annual financial reports, dashboards, executive summaries, and business cases for senior leadership.
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial modeling, budgeting, forecasting, long-range planning, P&L analysis, ROI analysis, scenario analysis, team leadership, data synthesis
Preferred skills
Driver-based modeling, PowerBI/Tableau, Microsoft Excel/PowerPoint, asset management industry experience
Technologies
PowerBI, Tableau, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Coordinate with Accounting and business partners on budgets and forecasts; Lead annual budgeting and long-range planning processes; Perform in-depth analysis on business unit financials and products; Develop business cases and evaluate investment opportunities; Coach and develop analysts.
Seniority
Senior Manager, hands-on leadership
