Managing Director, Head of Financial Planning and Anaylsis
About The Position
The Managing Director, Financial Planning & Analysis will report to the Chief Financial Officer and will serve as a highly visible, key financial liaison to support and inform the CFO, Executive Management and Business Leaders across the Firm, as well as the broader finance function. The Director will have strong executive presence and comfort with board and executive level engagement and presentation. This role is responsible for developing best in class financial planning, budgeting, forecasting, and meaningful systematic business reporting and analysis. The position will drive process improvement and automation leading to greater data efficiency; will support transformation initiatives, as well as provide advanced decision support tools, including the use of Artificial Intelligence. Critical qualities include a proven level of financial expertise, a seasoned business perspective and a strong partnering and collaborative working approach, to foster successful business outcomes.
Requirements
- 15+ years of experience in Financial Planning & Analysis or Financial Reporting, with at least 10 years of supervisory experience – asset/wealth management industry background a plus
- Bachelor’s Degree in Finance, Accounting, or related field; advanced degree or relevant certification preferred (e.g., MBA, CPA, CFA)
- Strong knowledge of and experience in the global financial services industry and financial markets; solid organizational design and business acumen
- Strong executive presence; excellent written and verbal communication and presentations skills
- Experience providing business plan financial analysis and insight, including return on investment and other financial metrics
- Comprehensive P&L management including advanced forecasting and analytical skills; expert level of understanding and utilization of financial planning tools
- Experience implementing process improvement and system automation; use of artificial intelligence a plus
- Highly responsive, with a keen sense of urgency paired with a definitive emphasis on quality control
- Demonstrated collaborative working style and ability to foster strong relationships to build trust across the organization, while maintaining and prioritizing a firmwide lens
- Proven ability to direct a team across demanding and changing deliverables; strong commitment to excellence and professional growth for self and others
Responsibilities
- Deliver synthesized, and accurate and timely reporting for Board of Director and Executive Management presentations and analysis
- Design and lead best practice forecasting, budgeting and multi-year planning processes and outputs
- Implement effective and standardized business reporting frameworks, processes and outputs; institute a continuous improvement and transformation culture
- Deliver dependable forecast reporting to inform and influence financial results across the business, facilitating effective and efficient decision-making
- Develop performance-oriented reporting, key financial indicators, and detailed assessments to identify trends, risks, opportunities, and drivers of financial performance
- Advance the use of Artificial Intelligence to streamline reporting and analytics to drive efficiency and better outcomes
- Provide insightful and reliable financial support, including robust financial reporting and informed analytics to Executive Management, Business Lines, and Regions
- Build strong relationships and effectively engage with business leaders to understand the industry, financial markets, and key trends, to effectively determine the resulting forecast implications
- Enhance and maintain client and business unit profitability reporting, including the design and management of comprehensive allocation rules
- Provide financial support for business reviews, business plans, and other strategic initiatives
- Lead and develop a high-performing financial planning and analysis team that meets the increasing needs and requirements across the Firm
- Provide effective direction to ensure strategic prioritization, quality control, and a sense of urgency
- Apply seasoned judgment to ensure balance of leadership and autonomy as the team develops
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What This Job Offers
Job Type
Full-time
Career Level
Executive
