Managing Director, Head of Financial Planning and Anaylsis

Managing Director, Head of Financial Planning and Anaylsis page is loaded## Managing Director, Head of Financial Planning and Anaylsislocations:
Boston time type:
Full time posted on:
Posted Yesterday job requisition :
JR0000150
** Firm Overview:
** Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate out performance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.  Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.  For more information, please visit .
** Job Description

Summary:

** 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.
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* Job Description:

**** Primary 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
** Qualifications & Skills
*** 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…