Financial Planning and Analysis, Expense Analytics - Vice President

Who we are looking for

The Expense Analytics Lead will be a key contributor to a new sleeve within the Financial Planning & Analysis (FP&A) team, Forecasting & Analytics. This individual will lead a team of ~10 members and primarily partner with Business Unit CFOs, the Centralized Reporting and Expense Insight Center teams, and other functional groups to perform expense analysis on actual results and financial outlooks.

This individual will also develop succinct insights based on multiple complex datasets across businesses and corporate functions, and provide advice for the Finance leadership team to drive better financial outcomes for the firm. The Expense Analytics Team is responsible for populating firmwide expense commentaries for both internal and external reporting, as well as regional reporting. In addition, the team is heavily involved with the quarterly earnings process and annual budget cycle as they act as the centralized expense repository team, enabling them to efficiently create various expense narratives and walks.

Why this role is important to us

The team you will be joining, FP&A, plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that have straightforward processes and can be scalable. You will help us build resilience and execute day-to-day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As the Expense Analytics team lead, you will:

• Manage a team of ~10 members with varying experience levels
• Oversee both the quantitative and qualitative development of our firmwide expense financials and outlook
• Develop reporting and insights that will be used with the company's Executive Committee and Board of Directors
• Liaise with Business Unit CFOs, Controllers, Investor Relations, and Expense Insight Center teams
• Develop and enhance existing standard procedure protocols that will enable a controlled environment to deliver accurate information to senior management

What we value

These skills will help you succeed in this role:

• Proficiency with analyzing financials, modeling new scenarios, and making judgment calls on assumptions
• A change mindset and a desire and ability to continuously improve processes
• Attention to detail and ability to identify key results and insights that should be highlighted to senior management
• Strong communication skills at all levels, including an ability to simplify the message for a senior audience while also getting into the details as needed
• Easily adaptable to different working environments and be able to turn from one task to another relatively quickly given the fast pace nature of this role
• Champion of employee development and engagement with ability to develop, mentor and train next generation Finance talent
• Proven and successful track record of implementing key financial and business priorities

Education & Preferred Qualifications

• Forward thinking, innovative leader who has experience working in a finance and accounting organization, particularly in a FP&A function
• Analytical capabilities and track record of transforming processes
• Experience with management of geographically dispersed Finance teams
• Broad Finance leadership experience with 14+ years of experience
• Financial Services experience is helpful however all cross-industry leaders are welcome

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