Manager, Financial Planning & Analysis

Role Summary

The Manager, Financial Planning & Analysis (FP&A) position is part of the Corporate & Shared Services FP&A functional team which is responsible and accountable for on time delivery of the quarterly and annual financial forecast to the Board of Directors. This requires a high level of collaboration given significant interdependencies with the other functional FP&A teams as well as the Corporate Accounting team.

• Revenue forecasting based on our our Assets under Management and fee profile was well as gaining an understanding of completeness and reasonableness of the product driven expenses.

• Serving as a key participant in revenue related analysis for special projects across the team

• Support of our objectives of continuous improvement via leveraging new products and tools such as leveraging our Snowflake data warehouse along with enabling tools such as AI, Python, etc.

• Bachelor’s degree in finance or related field and 5+ years of total relevant work experience

• Experience in using programming language, visualization tools, and/or financial systems (i.e., Hyperion, Snowflake, Power BI, Python)

• CPA

• Asset management industry experience

FINRA licenses are not required and will not be supported for this role.

This role is eligible for hybrid work, with up to one day per week from home.