- Drive forecasting, annual budgeting, and long-range financial planning processes in a timely and accurate manner
- Analyze revenues, effective rates, customized performance-based fee scenarios, client account profitability and optimal allocation of investment capacity
- Perform cost benefit analysis to support strategic capital investment decision making process
- Perform deep dives and leverage financial analytics to deliver insights on business
- Report and analyze key performance indicators benchmarking to industry and peer data and assess current and future business risks
- Evaluate and communicate key financial insights to facilitate effective company scaling
- Serve as a trusted financial advisor to senior leadership, providing data-driven recommendations to support their decision-making processes
- Assist in the preparation of presentations that provide thoughtful analysis, identify action items and effectively frame decisions that need to be made
- Create financial models including what-if scenario analyses
- Support ad-hoc analyses & projects
- Identify improvement and efficiency opportunities
- Contribute to Finance team's automation initiatives and drive process improvements including identifying opportunities to adopt AI over time
- Relevant professional certification (e.g., CFA) or MBA (degree in Math/Statistics is a plus)
- Exceptional communication and presentation skills
- 10+ years' FP&A and related work experience, preferably in Financial Services with strong analytic skills and a track record of growing and managing organizations in fast-paced, fluid environments
- Strong knowledge of financial modeling, forecasting, and budgeting
- Excellent analytical and problem-solving skills
- Expertise in financial software and tools (e.g., ERP systems, Excel, financial modeling software)
- Ability to understand complex business drivers, develop insights utilizing a data-driven approach and communicate succinctly to a range of different audiences
- Adaptable to changing priorities while effectively managing multiple commitments
- Outstanding interpersonal and communication skills with proven experience in cultivating cross-collaborative working relationships across an organization and ability to influence at all levels
- Strategic mindset and a track record of driving financial performance
-
Head of Financial Planning
1 week ago
Eastward Partners Inc. Boston, United StatesAbout The Client · The firm is headquartered in Boston, Massachusetts, with additional offices in strategic locations. The firm has recently rebranded, indicating a strategic shift beyond traditional wealth management toward a broader client experience. They provide services to o ...
-
Financial Planning Specialist
5 days ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
-
Director, Financial Planning
1 week ago
Wellington Management Boston, United States Full timeAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
-
Financial Planning Associate
1 week ago
Fanning Personnel Boston, United StatesWork with advisors on select group of clients to assess needs, goals, and planning issues. · Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. · Coordinate the gathering of data from clients, att ...
-
Senior Financial Planning
1 week ago
Coverys Boston, United StatesThe Senior Financial Planning & Analysis (FP&A) Analyst works closely with senior management to enhance the company's financial performance by assisting with the development of financial plans / forecasts and providing actionable insight to optimize financial results. · The Seni ...
-
Manager, Financial Planning
1 week ago
Related Partners, Inc. Boston, United StatesWe are seeking a creative and collaborative Manager, Financial Planning & Analysis with a passion for community driven placemaking. This individual is detail oriented with the ability to learn and thrive in a fast-paced environment. The Manager of Fi Financial Planning, Manager, ...
-
Director, Financial Planning
1 week ago
Beth Israel Lahey Health Boston, United StatesWhen you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives. · Job Type: · Regular · Scheduled Hours: · 40 · Work Shift: · Day (United States of America) · Under the direction of the Executive Director, Financial Planning ...
-
Senior Financial Planning
2 weeks ago
Coverys Boston, United StatesSenior Financial Planning & Analysis (FP&A) Analyst page is loaded Senior Financial Planning & Analysis (FP&A) Analyst Apply locations Boston time type Full time posted on Posted 5 Days Ago job requisition id R24-615 The Senior Financial Planning & Analysis (FP&A) Analyst works c ...
-
Director, Financial Planning
2 weeks ago
Wellington Insurance Group Boston, United States**About Us** · **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 count ...
-
Director, Financial Planning
4 days ago
Wellington Management Boston, United StatesAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw ...
-
Senior Financial Planning
2 weeks ago
Coverys Boston, United StatesSenior Financial Planning & Analysis (FP&A) Analyst page is loaded · Senior Financial Planning & Analysis (FP&A) Analyst · Apply locations Boston time type Full time posted on Posted 5 Days Ago job requisition id R24-615 The Senior Financial Planning & Analysis (FP&A) Analyst wo ...
-
Director, Financial Planning
1 day ago
Wellington Management Boston, United StatesAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw ...
-
Director, Financial Planning
1 week ago
Santander Boston, United StatesDirector, Financial Planning & Analysis · Country: United States of America · Job Description: · The Director, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. Conduct ...
-
Manager, Financial Planning
2 weeks ago
Wellington Management Boston, United States Full timeAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
-
Manager, Financial Planning
1 week ago
Related Company Boston, United StatesResponsibilities · We are seeking a creative and collaborative Manager, Financial Planning & Analysis with a passion for community driven placemaking. This individual is detail oriented with the ability to learn and thrive in a fast-paced environment. · The Manager of Financial ...
-
Director, Financial Planning
18 hours ago
Eco Careers LTD. Boston, United States3 days ago · Be among the first 25 applicants · Director, Financial Planning & AnalysisAre you someone who is ready to make a big impact? We are looking for a Director of FP&A to support Research & Development and their pursuit of operational excellence through optimal investmen ...
-
Director, Financial Planning
1 week ago
CFA Institute Boston, United StatesAbout Us · Wellington Management · offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries ...
-
Director, Financial Planning
2 weeks ago
DivvyCloud Boston, United StatesDirector, Financial Planning & AnalysisAre you someone who is ready to make a big impact? We are looking for a Director of FP&A to support Research & Development and their pursuit of operational excellence through optimal investment decisions. Your efforts will directly impact Ra ...
-
Director, Financial Planning
1 week ago
DivvyCloud Boston, United StatesDirector, Financial Planning & Analysis · Are you someone who is ready to make a big impact? We are looking for a Director of FP&A to support Research & Development and their pursuit of operational excellence through optimal investment decisions. Your efforts will directly impact ...
-
Manager, Financial Planning
1 week ago
SimpliSafe Wireless Home Security Boston, United States Full timeAbout SimpliSafe · We're a high-tech home security company that's passionate about protecting the life you've built and our mission of keeping Every Home Secure. And we've created a culture here that cares just as deeply about the career you're building. Ours is a no ego culture ...
Senior Director, Financial Planning - Boston, United States - Arrowstreet Capital
Description
Senior Director, Financial Planning & Analysis (FP&A)As the Senior Director of FP&A, you will report into the CFO and support the development of financial strategies, budgeting, forecasting, and reporting across Arrowstreet Capital. Your expertise in financial modeling and analysis will drive informed business decisions and contribute to our overall success. You will have a strong financial acumen and the ability to provide insightful analysis and recommendations to senior leadership. You will have the ability to build strong partnerships with leaders to influence both strategic decision making and tactical execution.
Responsibilities: