Lead, Financial Planning & Analysis

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 countries draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The Lead Financial Planning & Analysis Global Operations plays a key role in providing financial insight analytical support and operational performance reporting to drive strategic decision-making across the firms global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility improve cost efficiency and ensure alignment with organizational goals.

This role will be strategic partner to the Head of Global Operations and the Director of Finance Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills including the ability to frame the key issues develop recommendations and influence outcomes. The role bridges the firms operational strategy with financial stewardship execution and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making.

KEY RESPONSIBILITIES

Develop and maintain financial models forecasts and variance analyses for the Global Operations Division.

Support budgeting and long-range planning processes providing detailed analysis on cost drivers trends and efficiency opportunities.

Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas

Partner with global operations teams to monitor key performance indicators (KPIs) identify process improvement areas and evaluate financial impacts while supporting strategic vision and initiatives .

Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale

Prepare and present monthly and quarterly management reports highlighting performance metrics expense trends and operational insights.

Assist with business case development for new initiatives technology investments and vendor partnerships.

Perform cost-benefit analyses to evaluate global operations projects and process enhancements.

Continuous evaluation and support for cost allocation transparency problem-solving and execution

Collaborate with the global accounting team to ensure accurate accruals allocations and financial reporting.

Contribute to continuous improvement of financial reporting tools data visualization dashboards and automation initiatives.

SKILLS & COMPETENCIES

Demonstrable 10 years of relevant work experience in finance with global operations or technology leadership experience ideally within a global environment.

Strong analytical and quantitative skills with proven ability to interpret complex financial data.

Proficiency in Excel and financial modeling; experience with BI tools (e.g. Power BI Tableau) a plus.

Strategic thinker with the ability to provide forward-looking analysis and recommendations.

Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.

Demonstrated ability to : i) rapidly master new activities coupled with a strong focus on attention to detail ii) learn new technology / applications and iii) solve problems in a creative manner

Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).

Excellent written and verbal communication skills with the ability to present insights to senior leadership.

Detail-oriented organized and proactive with strong problem-solving capabilities.

Ability to thrive in a dynamic fast-paced and globally integrated environment.

JOB TITLE

Lead Financial Planning & Analysis

JOB FAMILY

Finance

LOCATION

280 Congress

Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.

As an equal opportunity employer Wellington Management considers all qualified applicants will receive consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is :

USD 120000 - 225000

This range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives if addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan health and wellbeing dental vision and pharmacy coverage health savings account flexible spending accounts and commuter program employee assistance program life and disability insurance adoption assistance back-up childcare tuition / CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time).

We believe that in person interactions inspire and energize our community and are essential to our support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Key Skills

Internal Audit,Financial Services,Financial Performance,Variance Analysis,Journal Entries,Account Management,ACH,Customer Accounts,General Ledger Accounts,Payroll,Customer Relationships,Financial Statements,Annual Reports

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 120000 - 225000