Lead Financial Planning Analyst
About The Position
The Lead Financial Analyst role offers the opportunity to support Financial Advisor Services (FAS) from a FP&A perspective, driving complex forecasting, financial modeling, and profitability analysis across products and distribution channels. The position plays a key role in shaping financial strategy by leading analytical initiatives, enhancing costing models, and delivering insights to senior leadership that inform business decisions and growth. With strong exposure to enterprise stakeholders, this role blends technical financial expertise with strategic influence, supporting continuous improvement, pricing decisions, and scalable financial frameworks across the FAS business.
Requirements
- Minimum of five years’ related work experience, with at least two years’ financial services industry experience.
- Undergraduate degree or equivalent combination of training and experience.
Nice To Haves
- Economics or Finance degree preferred.
- Graduate degree preferred.
- CPA, CFM, CMA, or other financial designation preferred.
Responsibilities
- Leads initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders.
- Conducts complex analyses such as forecasting and financial modeling.
- Provides thought leadership to the development of financial methodologies and approaches.
- Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
- Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters.
- Creates presentations for senior leaders to inform on financial performance.
- Owns enterprise channel and product costing models and the production of end user cost matrices for internal team use.
- Implements systematic approach to maintaining and continuously improve the models.
- Provides support and input into client and product pricing.
- Manages responses to requests for information related to internal business statistics and trends.
- Engages appropriate resources to support requests, determines appropriate sources of information, collects, compiles, interprets, analyzes and summarizes results in alignment with the overall business strategy.
- Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed.
- Structures and manages projects and ad-hoc requests.
- Supports the financial development and growth of the team.
- Participates in special projects and performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
