Manager, Financial Planning & Analysis - Investment Products
Core
Manager on the Financial Planning & Analysis (FP&A) team supporting the Investments business unit with financial reporting, strategic planning, forecasting, and risk analysis.
Role type
Manager, Financial Planning & Analysis
Builds
Financial forecasts, budgets, variance analyses, and executive summaries for the Investments business unit.
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial modeling, Variance analysis, Budgeting, Forecasting, Excel, Business analysis, Communication
Preferred skills
Power BI, Financial planning systems (Oracle, SmartView), Accounting principles, Data visualization
Responsibilities
Update/refine short-term and long-range forecasts; Support budgeting and quarterly forecasting; Perform monthly variance analysis; Support month-end close activities; Conduct trend analysis on financial data including AUM, revenue, and costs.
Seniority
Manager, hands-on IC with team guidance