Finance Business Partner
Core
Finance Business Partner serving as primary financial advisor to business line leadership, shaping strategic decisions, and driving growth trajectory for an investment management firm.
Role type
Senior Finance Business Partner
Builds
Strategic financial models, management reporting frameworks, and executive presentations for business line leadership.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Advanced financial modeling, strategic financial planning, data analysis, business case evaluation, financial reporting, cross-functional partnership, technology automation adoption, executive presentation skills
Preferred skills
MBA, CFA, CPA, Wealth Management experience, Investment Management experience, Workday, Adaptive Planning
Technologies
Excel, PowerPoint, Workday, Adaptive Planning, Artificial Intelligence
Responsibilities
Serve as primary finance advisor to business line leadership; Analyze complex financial and operational data to generate insights; Evaluate and support strategic investment opportunities; Lead financial reporting, analysis, and planning; Partner with leadership to evaluate business performance drivers; Create and contribute to impactful finance and business-centric Board and executive presentations
Seniority
Senior, hands-on IC
