Financial Planning Manager

Overview

• Lead financial planning and analysis activities, focusing on revenue forecasting, variance analysis, and business analytics.
• Collaborate with portfolio managers and team members to ensure data integrity and insightful reporting.
• Drive strategic projects and compile performance reviews for senior executives.
• Contribute to segment reporting and key performance indicator analysis.
• Support ad-hoc requests and provide actionable insights to management.
• Work in a hybrid environment with flexibility for remote work on Fridays.
• Engage in a collaborative and data-driven organizational culture.

Key Responsibilities & Duties

• Develop and maintain global AUM and revenue forecasting models, ensuring accuracy and relevance.
• Validate forecast assumptions through collaboration with portfolio managers and team members.
• Analyze monthly financial results, identifying variance drivers and summarizing performance.
• Prepare quarterly review materials for senior executives, highlighting trends and targets.
• Assist in strategic projects, including business segment P&Ls and KPI analysis.
• Field ad-hoc requests from senior management and internal groups.
• Ensure compliance with organizational policies and adapt to evolving schedules.

Job Requirements

• Bachelor of Arts (BA) degree in a relevant field is required.
• Minimum 10 years of experience in financial planning or analysis; 15 years preferred.
• Proficiency in financial modeling and data analytics tools.
• Strong analytical and detail-oriented skills to drive business insights.
• Experience in preparing executive-level review materials and reports.
• Ability to work in a hybrid environment, adhering to organizational schedules.
• Excellent communication and collaboration skills with cross-functional teams.