Financial Planning & Analysis Manager

Finance Manager

Finance Manager is responsible for leading monthly financial performance reporting, month‑end close coordination, management reporting, and business performance analysis for U.S. Wealth Management. The role serves as a critical link between business leaders, Financial Control, and enterprise finance teams to ensure accurate financial reporting, timely performance insights, and effective financial governance.

• Lead monthly close coordination across U.S. Wealth Management Finance in partnership with Financial Control; review P&L and balance sheet results, investigate material variances, and coordinate management reporting packages and executive summaries; ensure timely completion of all enterprise and head office reporting requirements.
• Develop and communicate financial insights to support management decision making by analyzing business performance drivers, emerging trends, and financial risks; prepare recurring and ad‑hoc analyses for senior leadership; monitor key performance indicators and provide preliminary monthly outlooks and estimate updates to business leaders and finance stakeholders.
• Support governance surrounding expenses, allocations, accruals, and financial reporting processes while maintaining strong control and documentation practices; partner with business leaders to evaluate financial impacts of strategic decisions and initiatives; support internal audits, regulatory requests, and control‑related activities as required.
• Serve as primary point of contact between U.S. Wealth Management Finance, Financial Control, and enterprise finance teams; coordinate responses to head office inquiries and information requests; support implementation of finance transformation and reporting enhancement initiatives while contributing to continuous improvement efforts focused on reporting quality, efficiency, and scalability.
• Coach and develop finance professionals while fostering a collaborative and accountable team environment; support prioritization and execution of multiple concurrent deliverables under tight timelines; promote knowledge sharing, process discipline, and operational excellence across the finance function.

• 5+ Years of progressive experience in Finance, FP&A, Accounting, Financial Reporting, or Performance Management.
• Demonstrated experience supporting monthly close, management reporting, variance analysis, and executive‑level financial reporting.
• Strong analytical, problem‑solving, and financial storytelling skills with the ability to translate complex information into actionable insights.
• Proven ability to manage multiple priorities and deliver high‑quality work in a fast‑paced, deadline‑driven environment.
• Strong stakeholder management and communication skills with experience partnering across Finance, Accounting, and business leadership teams.

• Financial services, wealth management, banking, or capital markets experience.
• Experience working within a large, matrixed organization with multiple stakeholders and governance requirements.
• Experience with financial planning and reporting systems such as TM1, Hyperion, Essbase, SAP, Oracle, or similar platforms.
• CPA, CFA, MBA, or other similar qualifications preferred.

The current compensation range for this position is $70,000–$130,000 depending on experience, skills, registration status, market conditions, and business needs. The range does not include other total‑compensation elements such as discretionary bonuses and benefits such as a 401(k) program with company‑matching contributions, health, dental, vision, life and disability insurance, and paid time‑off plan.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.
• Flexible work/life balance options.
• Opportunities to do challenging work.