Financial Planning & Analysis, Assistant Vice President

• Prepare and support monthly, quarterly, and annual financial reporting packages for business and finance leadership.

• Lead preparation of financial analyses, variance commentary, expense walks, and management reporting materials.

• Analyze financial performance, trends, risks, and opportunities, providing actionable insights and recommendations.

• Support senior management reviews through high-quality presentations and executive summaries.

• Collaborate with business leaders to understand key financial drivers and performance metrics.

• Lead headcount reporting and workforce analytics across the CCG organization.

• Provide detailed commentary on workforce movements, including hiring, transfers, attrition, productivity initiatives, and organizational changes.

• Support implementation and ongoing enhancement of the Adaptive Headcount Planning solution.

• Partner with Finance, HR, and business stakeholders to ensure alignment between workforce plans and financial objectives.

• Support annual budget, quarterly outlook, monthly forecast, and long-range planning processes.

• Develop and maintain financial models, scenario analyses, and business cases to support strategic initiatives and investment decisions.

• Evaluate risks and opportunities impacting forecasts and financial results.

• Partner with business leaders to support growth initiatives, resource planning, and expense management strategies.

• Prepare and analyze the

, providing executive-level financial insights and key performance highlights.

• Support preparation and review of the

, including variance analysis and performance drivers.

• Develop and maintain the

• Own and maintain the

, identifying significant financial movements and explaining key variances.

• Prepare and manage the

supporting monthly close and management reporting activities.

• Develop detailed

explaining actual versus forecast, budget, and prior-period performance.

• Perform analysis and reporting of

• Support development of analytics and financial content for the

.

• Prepare and analyze

, highlighting market movements and impacts on business performance.

• Support preparation of the

• Perform

, ensuring transparency and accuracy of allocation methodologies and financial impacts.

• Coordinate and manage

• Prepare and support

, providing timely business performance insights.

• Maintain and manage the

, monitoring forecast assumptions, updates, risks, and opportunities.

• Maintain and manage the

• Identify opportunities to automate, simplify, and enhance reporting processes across all Central FP&A & CAO deliverables.
• Drive data quality improvements and increase the effectiveness of management reporting and decision support.

• Utilize existing tools, documentation, and methodologies to improve FP&A processes and reporting efficiency.

• Lead initiatives focused on automation, digitization, and standardization of financial reporting and planning processes.

• Partner with technology and data teams to improve reporting capabilities and self-service analytics solutions.

• Develop and maintain process documentation and support continuous process improvement initiatives.

• Build strong relationships with business leaders, Finance, CAO, HR, Accounting, and operational stakeholders.

• Act as a trusted financial advisor and primary point of contact for analytical support and ad hoc business requests.

• Support enterprise-wide initiatives, strategic projects, and business transformation efforts.

• Lead special projects and cross-functional initiatives as assigned.

• Partner with Accounting to support monthly and quarterly close activities.

• Support accrual calculations, expense reviews, allocations, and reconciliation processes.

• Ensure consistency, accuracy, and completeness of financial data used for reporting and forecasting.

• Recommend process automation and operational improvements to enhance close efficiency.

• Ensure compliance with corporate finance policies, controls, and governance standards.

• Promote best practices, consistency, and standardization across FP&A and management reporting deliverables.

• Support knowledge management, documentation, and operating model enhancements.

• Complete all mandatory and role-specific learning requirements.

These skills will help you succeed in this role

• Excellent verbal and written communication skills, with the ability to present complex financial information to senior management.

• Strong analytical, quantitative, and problem- solving capabilities with exceptional attention to detail.

• Ability to operate independently and manage multiple priorities across business-facing and enterprise finance responsibilities.

• Strong stakeholder management and influencing and including the ability to influence without direct authority.

• Advanced Excel skills, including financial modeling, forecasting, and scenario analysis.

• Strong PowerPoint skills with the ability to create executive-level presentations and storytelling materials.

• Continuous improvement mindset with a focus on automation, simplification, and value creation.

• Strong project management, organizational, and change management capabilities.

• 10-15+ years of relevant experience in FP&A, Finance, Accounting, Audit, Business Finance, or Operations, preferably within Financial Services or Asset Management.

• Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field.

• Strong accounting foundation with demonstrated FP&A and business partnering experience.

• Proven experience supporting both business-unit finance and centralized finance/business management functions.

• Hands-on experience with planning, forecasting, and reporting systems, including:

• Oracle / Essbase / SmartView

• IBM Planning Analytics (TM1)

• Adaptive Planning (preferred)

• Advanced Microsoft Excel and PowerPoint

• Experience with reporting automation, process transformation, dashboard development, and data-driven decision support is strongly preferred

• 4 days a week

• As per the role requirements