Associate Director, Financial Planning & Analysis

Barings • Charlotte, NC

1d

About The Position

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Title: Associate Director, Financial Planning & Analysis Business Unit: Financial Planning & Analysis Location: Charlotte, NC Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific. Job Summary This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaison with internal and external partner teams.

Requirements

• Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance
• Bachelor's degree in accounting or finance required
• Excellent analytical, communication (oral and written), and presentation skills
• Ability to work across all functions and levels of an organization
• Strong motivation, sense of urgency, high-level of energy, and problem-solving skills
• Takes ownership, responsibility for tasks and sees them through
• Advanced level of Excel and PowerPoint required

Nice To Haves

• MBA and/or CPA preferred
• Experience with Workday and Adaptive Planning a plus
• Experience with incentive compensation modeling a plus

Responsibilities

• Support the ongoing delivery of financial results and reporting
• Understand and manage analyses for highly visible incentives compensation
• Provide analytical support on a wide range of projects and cross-functional initiatives
• Proactively develop improvements to processes using available tools and AI aids

Benefits

• CORE BENEFITS & WELLNESS
• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• FINANCIAL WELL-BEING
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• LIFE INSURANCE
• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• TIME OFF, DISABILITY AND LEAVE OF ABSENCE
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• OTHER BENEFITS
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level