Manager, Financial Planning & Analysis - Investment Products
About The Position
The Manager will join the Financial Planning & Analysis (FP&A) team supporting the Investments business unit and Product. The role encompasses financial reporting, strategic planning, forecasting, financial modeling, and business partnership. The Manager analyzes business-unit financials to identify and communicate areas of financial risk and opportunity, using complex business analysis and problem-solving skills, strong communication, and knowledge or interest in asset management and global trends. The position is based in the Maryland office and requires in-office presence four days per week. It is eligible for hybrid work, with up to one day per week from home. Other remote arrangements and alternative office locations are not available for this role. The Maryland compensation range applies regardless of the candidate’s current location.
Requirements
- Bachelor’s degree.
- At least 5 years of relevant work experience.
Nice To Haves
- Confidence and ability to interact with senior leadership.
- Excellent verbal and written communication skills.
- Ability to lead cross-functional initiatives and provide guidance and support to analysts.
- Advanced PowerPoint and Excel skills.
- High proficiency in analyzing and synthesizing complex financial data into meaningful executive summary statements.
- Responsive, team-oriented approach and excellent client-service skills for effective relations with internal clients.
- Experience creating data visualizations, storyboards, or dashboards in Power BI.
- Experience with financial planning systems such as Oracle or SmartView.
- Knowledge of accounting principles.
Responsibilities
- Update and refine short-term and long-range forecasts and methodologies using multiple inputs and assumptions, reflecting changes in business strategies and business-unit knowledge developed through business partnerships.
- Support budgeting, quarterly forecasting, and long-range planning processes.
- Perform monthly variance analysis of actual results against budget, forecasts, and prior periods, and communicate key drivers.
- Support month-end close activities and help ensure financial results are accurate and complete.
- Support business-unit decision-making through advanced Excel modeling.
- Conduct trend analysis on financial data, including assets under management (AUM), revenue, and product-related costs.
- Analyze business-unit financials to identify and communicate areas of financial risk and opportunity.
Benefits
- Discretionary bonus eligibility based on company and individual performance.
- Generous retirement plan.
- Hybrid work schedule.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering days.
- Family care resources, including fertility and adoption benefits.
- Employee stock purchase plan with matching contributions.
- Medical, dental, and vision benefits.
- Tuition assistance.
- Wellness programs, including fitness reimbursement and Employee Assistance Program.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
