Finance Manager, Technology

Advisor Group•Scottsdale, AZ

1d•$120,000 - $140,000•Hybrid

About The Position

The FP&A Manager, Technology will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes. This role will specifically support the organization’s Investment Committee and technology leaders.

Requirements

Minimum of 5 years’ experience in FP&A, finance, or business analysis role
Advanced financial modeling and analysis skills
Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
Expert proficiency in the use of business applications, particularly Excel and PowerPoint
Experience with financial reporting and general ledger applications tools
Must have acute attention to detail
Strong written and verbal communication skills
Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required.

Nice To Haves

Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Prior support of a technology organization
Experience with Workday Financials and/or Apptio
Master’s Degree preferred.

Responsibilities

Lead the development and implementation of investment prioritization processes with executive leadership.
Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.
Lead the development and implementation of financial planning, budgeting, and forecasting processes.
Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
Develop dashboards and visualizations to communicate financial results to senior management and business partners.
Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
Leverage technology and automation to streamline financial planning and reporting processes.
Ensure robust internal controls and adherence to best practices in financial management.