About The Position

Join the Global Liquidity Finance team in Plano and support key business priorities and financial performance within the Asset Management division. As an Associate within the Product CFO team, you will provide financial analysis, planning, and reporting to support strategic decision-making for the Global Liquidity Business. You will collaborate with the Liquidity CFO, the broader P&A team, business leaders, and peers across product and channel desks. The position offers exposure to Asset Management business drivers and opportunities to partner with senior stakeholders.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a technical subject.
  • At least 3 years of relevant Financial Services experience and an understanding of financial principles.
  • Proficiency with Excel, PowerPoint, and Essbase, and experience with Alteryx.
  • Excellent verbal and written communication skills.
  • Ability to maintain composure in a fast-paced environment.
  • Integrity in handling sensitive and confidential information.
  • Ability to work independently and manage multiple projects.
  • Enthusiastic and proactive approach to work.
  • Team player with the ability to be a trusted partner.
  • Authorization to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits, including OPT and CPT, are not provided.

Nice To Haves

  • Experience in Asset Management or related financial services.
  • Accounting or professional qualification such as CPA, CFA, or MBA.
  • Familiarity with investment management across asset classes.
  • Strong problem-solving skills and attention to detail.
  • Experience developing financial models and tools.
  • Knowledge of global financial markets and trends.

Responsibilities

  • Provide senior stakeholders with monthly and quarterly financial reviews that explain profitability drivers and support informed decisions.
  • Conduct variance analysis on financial results to identify trends and opportunities.
  • Partner with the business during the budget cycle to analyze industry developments and project the full-year flows budget.
  • Collaborate with desk heads to develop key performance metrics.
  • Streamline business-as-usual reporting processes through automation to improve efficiency and accuracy.
  • Participate in month-end controls to support accurate and timely financial reporting and maintain the integrity of financial data.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service