Financial Manager

Position Overview

This role serves as a strategic finance manager within the Wholesale FP&A and Advisory team. Core responsibilities include executive financial reporting and analysis along with guidance for high-impact strategic decision making to LOB partners. The candidate will lead month-end reporting and consolidation, develop short‐ and long‐term forecasts, and formulate the annual financial plan. The role requires a high degree of independence and strategic influence.

Key Responsibilities

• Serve as a strategic business consultant to supported lines of business.
• Lead performance evaluations and prepare executive-level financial insights.
• Own development of short- and long-term forecasts and the annual financial plan.
• Provide financial guidance for new product development, pricing, and investment opportunities.
• Mentor analysts and ensure data integrity and reporting accuracy.
• Coordinate with cross-functional teams to support strategic initiatives.
• Ensure compliance with GAAP and internal financial controls.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or equivalent education and training.
• Eight years of relevant accounting or finance experience, including complex financial analysis.
• Ability to work independently with minimal guidance and proactively deliver results.
• Comprehensive understanding of business and organizational strategies and processes.
• Strong verbal and written communication skills for clear interpretation of financial analysis.
• Robust analytical and problem-solving skills coupled with sound decision-making abilities.
• Demonstrated leadership skills and the ability to thrive in a dynamic, team-oriented environment.
• Familiarity with GAAP and high proficiency in Microsoft Office applications and financial modeling.

Preferred Qualifications

• Advanced Excel skills with the ability to build robust ad hoc reports and financial tools.
• Experience in creating and developing strategic finance materials for senior leaders.
• Comfortable working in a fast-paced environment balancing multiple priorities.
• Proven success in partnering with diverse teams to accomplish high-priority requests.
• Excellent relationship-building skills to navigate a large organization.
• Ability to influence cross-functional partners within the organization.
• Master's degree or MBA is preferred.
• Industry-specific financial services experience and proficiency in enterprise accounting software (e.g., Essbase/Hyperion, EPM/BPC).
• Experience with macros/VBA.

Benefits & Perks

• Comprehensive Insurance: Medical, dental, vision, life insurance, disability, and accidental death & dismemberment.
• Retirement Savings: 401k plan and tax-preferred savings accounts.
• Paid Time Off: No less than 10 vacation days, 10 sick days (both prorated), plus paid holidays.
• Additional Incentives: Eligibility for defined benefit pension, restricted stock units, and/or a deferred compensation plan depending on the division.