Finance Manager
Core
Provide financial stewardship, consulting, and strategic business case support for large-scale projects and initiatives.
Role type
Senior Finance Manager (Strategic Planning & Analysis)
Builds
Strategic business cases, financial models, management reports, and analytics for Managed Accounts and Platform initiatives.
Domain
Financial Services / Wealth Management
Required skills
Financial analysis and modeling, Valuation, Strategic business planning, Budgeting, Performance measurement, Financial reporting
Preferred skills
Wealth Management industry experience, Financial/accounting designation (CPA/CMA/CGA), CFA, MBA
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Lead complex financial and economic analysis for strategic decision-making, Lead pricing and competitive analysis for emerging opportunities, Design and manage reporting systems and analytics, Support business planning and expense management, Build partnerships with business leaders and stakeholders.
Seniority
Senior, hands-on IC