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Manager, Finance Data & Analytics

Job in New York, New York County, New York, 10261, USA
Listing for: Vaco Recruiter Services
Full Time, Part Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
  • IT/Tech
    Data Analyst, Data Science Manager
Salary/Wage Range or Industry Benchmark: 170000 - 200000 USD Yearly USD 170000.00 200000.00 YEAR
Job Description & How to Apply Below
Location: New York

Client:
Financial Services Firm ($50 Billion AUM)

Role:
Manager, Finance Data & Analytics

Salary: $170,000 - $200,000/annually + Bonus & Equity

Location:
Manhattan, NY (Midtown) - Hybrid 2-3 days a week in office

Job Description Finance Data Product Ownership
  • Own finance data requirements and use-case prioritization for FP&A analytics and reporting needs.
  • Translate finance and business questions into clear data requirements, logic, attributes, and output specifications.
  • Partner closely with IT Data Management on EDH (Enterprise Data Hub) and Finance Data Warehouse-related requirements.
  • Act as the finance-side owner for testing, validation, and acceptance of finance analytics outputs.
KPI Governance and Data Standards
  • Help define, document, and govern key finance metrics including assets, NNA (Net New Assets), organic growth, production, and related performance measures.
  • Establish and maintain finance data standards, business rules, and metadata requirements.
  • Support data quality, reconciliation, and consistency across finance analytics outputs.
Analytics and Insights
  • Deliver analytics and insights across assets, NNA, organic growth, production, and related performance drivers.
  • Support advisor-, channel-, and enterprise-level analysis to identify trends, growth drivers, and performance implications.
  • Help build scalable recurring outputs that support management reporting, strategic finance, and executive decision-making.
Dashboard and Self-Service Enablement
  • Support dashboard / BI requirements and finance self-service reporting capabilities.
  • Help move finance analytics from curated extracts and manual workarounds toward repeatable, scalable outputs.
  • Support operationalization of recurring finance analytics and reporting outputs.
  • Identify opportunities to improve reporting processes, strengthen analytical scalability, and enhance usability of finance analytics for leadership and business stakeholders.
Skills, Experience & Qualifications
  • 5–8+ years in FP&A analytics, finance data analytics, business intelligence, decision support, or related roles.
  • Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or a related field required.
  • MBA or other relevant advanced degree preferred.
  • Strong understanding of finance, performance metrics, and business analytics.
  • Ability to translate business questions into data requirements and analytical outputs.
  • Ability to present complex information in a clear, decision-useful format.
  • Comfort working cross-functionally across finance, IT, and data teams.
  • Experience with SQL-based data environments, BI tools, and analytical platforms preferred.
  • Demonstrated process improvement mindset and experience helping scale reporting or analytics workflows preferred.
  • Wealth management, financial services, or related industry experience preferred.
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