Description

Job Description

As the finance lead for Asset Management, you will oversee P&L, drive strategic analysis, and ensure accurate financial reporting. This role offers exposure to complex business lines and high-visibility projects, working closely with COO teams and senior executives.

Responsibilities

• Own and manage the Asset Management P&L, ensuring accurate monthly close and GAAP compliance.
• Prepare and deliver financial reports and performance packs for senior business and finance leaders.
• Analyze revenue and expense trends, highlighting key movements and business factors.
• Reconcile results with Product Control, Corporate Accounting, and Fund Accounting teams.
• Support budgeting and forecasting cycles, aligning with corporate targets.
• Enhance reporting tools for improved transparency and efficiency.
• Conduct ad-hoc financial analysis to support strategic decision-making.
• Partner with COO teams and senior leadership on high-visibility projects.
• Influence and collaborate with senior stakeholders in a dynamic environment.

Qualifications

• 5-10 years of progressive FP&A, finance, or accounting experience, with Asset Management exposure.
• Bachelor's degree required, MBA preferred.
• Strong understanding of AUM-based revenue models and Asset Management industry metrics.
• Proven ability to work with senior stakeholders and influence decision-making.
• Excellent analytical, problem-solving, and communication skills.
• Experience in financial services is an advantage.
• CPA or CFA certification is highly preferred.
• Ability to manage complex financial data and distill insights.
• Strong leadership and team collaboration skills.
• A self-starter with a proactive approach to work.