Financial Planning, Forecasting & Analysis Manager
Core
Lead financial planning, performance management, and strategic analysis to support business decision-making and long-term growth for a financial services firm.
Role type
Manager, Financial Planning & Analysis (FP&A)
Builds
Annual budgets, periodic forecasts, long-term financial plans, and executive-ready insights.
Domain
Financial Services / Asset Management / Fund Administration
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, variance analysis, scenario analysis, IFRS knowledge, ERP systems (SAP, Oracle), advanced Excel, stakeholder management, process improvement, automation/analytics.
Preferred skills
CPA or CFA designation, experience in Fund Administration or Asset Management, ability to synthesize complex information.
Responsibilities
Lead annual budgeting and forecasting processes; develop financial models for strategic planning; monitor performance against plan and provide variance analysis; analyze key financial drivers (AUM, flows, margins); partner with business leaders and governance teams; drive process improvement and automation initiatives.
Seniority
Manager, hands-on IC