Director, 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

This position will lead the FP&A team which delivers support to the CFO and senior management related to financial performance.

The role involves extensive interactions with a broad range of individuals spanning all global business functions, centered on financial planning and analysis.

The Director will be responsible for, driving strategic financial planning processes, providing insightful analysis, and supporting key decisions across the organization and for the firm's budgeting and forecasting process.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach an FP&A team. In alignment with company's overarching business strategy and corporate business goals, the Director will create a strategic vision and direction for the FP&A function.

This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners.

Characteristics of successful team members include the ability to : i) bring others along through an evolution of the business, ii) identify and develop talent;

iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo.

RESPONSIBILITIES

• Provide financial leadership and support for business functions analyzing the current and future profitability characteristics.
• Partner with business leaders to provide financial insights and analysis to support strategic decision-making, investment evaluation, and resource allocation.
• Lead production and delivery of recurring financial reporting packages / analysis for CFO / Leadership team
• Lead team in providing comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate business performance and identify areas for improvement.
• Completion of budget and forecasts for business functions and support of accompanying presentations.
• Continuously evaluate and improve financial planning processes, tools, and systems to enhance efficiency, accuracy, and effectiveness.
• Creation of complex financial models to support strategic project work; provide additional support to business sponsors of projects, including implementation and ongoing measurement.
• Drive and support process improvements in FPA policies, procedures, and departmental performance metrics.
• Project work related to i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive outcomes, and iv) other ad hoc efforts.

QUALIFICATIONS

• Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred.
• Demonstrable (15+ years) relevant work experience in finance with leadership FP&A experience at an investment management or consulting firm.
• Experience in people management including, developing, mentoring, and driving a high-performance team.
• Proven track record of leading financial planning processes and delivering high-quality analysis and insights.
• Strong understanding of financial principles, accounting standards, and financial modeling techniques.
• Proven problem-solving and analytical skills coupled with rigorous decision-making process.
• Superior interpersonal and communication skills.
• 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.
• Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership.
• Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus
• Financial modeling knowledge and application

Not sure you meet 100% of our qualifications? That's 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 ensures that all qualified applicants will receive equal 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 [email protected] .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.

We 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 100,000 - 225,000

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 salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible.

In 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 absence, paid holidays, volunteer, sick and vacation time)

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