Senior Manager, Financial Planning & Analysis – IT Finance

Brown Brothers Harriman & Co•Boston, MA

17h

About The Position

The Senior Manager, Financial Planning & Analysis (FP&A) – Technology is responsible for leading the financial planning, forecasting, and performance management activities for the Technology (IT) organization within a financial services enterprise. This role ensures strong financial discipline, transparency, and predictability across IT by overseeing budget cycles, monthly forecasting, variance analysis, and consolidation of financial results across technology pillars: Change, Run and Protect. Operating within the IT Finance Department of the Technology CAO organization, this role serves as a critical partner to IT leadership and Controllers, supporting informed decision‑making for the CIO, CAO, Systems Executive Committee, Systems Depts managers, etc.. while ensuring alignment with Funding Governance Committees, enterprise financial standards, regulatory expectations, and internal control requirements.

Requirements

10+ years of experience in Financial Planning & Analysis, Technology Finance, or enterprise finance roles, preferably within financial services.
Strong financial modeling, analytical, and forecasting skills with experience managing complex cost structures and large, multi‑dimensional budgets.
Dynamic and experienced problem solver who can turn limited / ambiguous information into resolution by leveraging their network, analytical skills, data, and sound judgement
Demonstrated experience leading budgeting, forecasting, and variance analysis processes in a large, matrixed organization.
Proven ability to partner effectively with senior IT leaders and translate complex financial information into clear, actionable insights.
Strong written and verbal communication skills, including experience preparing executive‑level materials and presentations.
High attention to detail and a strong control mindset appropriate for a regulated environment.
Trusted to operate independently with a high degree of ownership, making decisions that align with strategic objectives and organizational values.
Consistently exhibits sound judgment, particularly in complex, gray‑area scenarios where tradeoffs must be thoughtfully managed.
Demonstrated ability to turn data into analysis and actionable recommendations for senior leaders to consider.

Nice To Haves

Experience supporting an IT organization within banking, asset management, insurance, or another regulated financial services industry.
Exposure to Technology investment governance, capital planning, and benefits tracking.
Experience working in environments with strong audit, regulatory, and internal control requirements.

Responsibilities

Lead and manage the IT organization’s monthly forecasting, financial close, and variance analysis processes ensuring accuracy, consistency, and audit‑ready documentation across all technology cost centers and portfolios.
Oversee annual budget development and multi‑year financial planning for Technology, including both operating expense and capital investment planning, in alignment with enterprise finance guidance.
Consolidate financial results across IT pillars, platforms, applications, and strategic programs to provide a comprehensive, enterprise‑level view of Technology run‑rate performance, trends, and outlook at the project and group levels.
Partner closely with IT leadership to translate operating plans, workforce strategies, and delivery roadmaps into clear financial forecasts and budget impacts.
Identify, analyze, and explain key cost drivers across Technology, including labor, contractors, managed services, vendor spend, infrastructure, and discretionary investments at the project and group levels. While ensuring cost drivers alignment with Controllers P&L analysis.
Proactively surface financial risks, pressures, and cost optimization opportunities, providing fact‑based recommendations to Technology and Finance leadership.
Support Technology investment governance by providing financial analysis, scenario modeling, and validation for business cases, funding requests, and prioritization decisions.
Ensure disciplined management of capital versus expense treatment in accordance with enterprise accounting policies and regulatory standards.
Produce executive‑level financial reporting and analysis for CIO, CAO, CFO, and senior Technology leadership, clearly articulating variances, trends, risks, and forward‑looking projections.
Enhance forecasting models, planning assumptions, and reporting processes to improve forecast accuracy, transparency, and timeliness across the Technology organization.
Ensure alignment between Technology financial plans and enterprise Finance requirements, including controls, audit readiness, and regulatory reporting expectations.
Collaborate closely with other Technology CAO functions, including Workforce Strategy, Vendor Management, Strategic Programs, and Governance, to ensure integrated financial planning and consistent data.
Lead, coach, and develop FP&A managers and analysts, reinforcing strong analytical rigor, attention to detail, and effective executive communication.