Director, Financial Planning and Analysis

Wellington Management • Boston, MA

3d • Hybrid

About The Position

This position will play a critical role in driving financial strategy, innovation and change management initiatives throughout the organization to drive organic growth and efficiency. This will include building and leading a world class FP&A team which will deliver strong analytics and facilitate disciplined execution. The role involves extensive interactions with a broad range of individuals spanning all three of our platforms and all our global business functions, The Director will be responsible for driving strategic financial planning, quarterly reporting focused on insights that drive operational action to support strategic decision-making. This leader will play a critical role in communicating financial performance, opportunities, and risk to key stakeholders, including executive leadership and the broader Partnership. The ideal leader has operated successfully at a global level, having a desire to develop, mentor and develop a high performing team, fostering a culture of collaboration, innovation, and continuous improvement. This leader needs to be process focused, excited to build on current momentum on investments in platforms & systems and be open and curious to adopting AI/new technologies. This individual will work through the team to build strong business partnerships across the organization, ensuring strategic business decisions are underpinned by strong analytics. Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to drive positive momentum and results across the firm. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.

Requirements

• Demonstrable (15+ years) relevant work experience in financial leadership roles, with a proven track record of driving financial strategy, innovation, and disciplined execution.
• Bachelor’s Degree in finance, accounting, or related field; MBA or advanced degree preferred.
• Experience in talent management including, developing, mentoring, and driving a high-performance team.
• Strong understanding of financial principles, accounting standards, and financial modeling techniques.
• Proven problem-solving and analytical skills coupled with rigorous decision-making process.
• Superior interpersonal and communication skills.
• Strategic thinker with the ability to provide forward-looking analysis and recommendations.
• Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.
• Demonstrated embodiment of our cultural standards – integrity, ethics, and ability to set a standard in leadership.

Responsibilities

• Lead efforts to identify and implement innovative solutions to enable growth, enhance decision-making and drive efficiency
• Partner with and challenge firm leaders through financial insights and analysis to enable strategic decision-making, investment evaluation, and resource allocation.
• Lead production and delivery of recurring standard work including financial reporting packages/analysis for CFO/Leadership team
• Lead team in providing comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate firm performance and identify areas for improvement.
• Continuously evaluate and improve financial planning processes, tools, and systems to enhance efficiency, accuracy, and effectiveness.
• Creation of complex financial models to support strategic project work; provide additional challenge and support to business sponsors of projects, including implementation and ongoing measurement.
• Strategic project work related to i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive outcomes, and iv) other ad hoc efforts.

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts and commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

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