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 longterm view that aligns our perspectives with those of our clients.

About the Role

The Commercial Finance Lead works closely with the Director of Client Platform Finance and Head of Client & Product Strategy to create and maintain effective management reporting broadly defined for Client Platform leadership. This key finance role oversees business intelligence including KPI tracking development of management presentations growth forecasting sales targeting and CRM data oversight. This leader will drive financial performance provide insights to support key decisions across the client organization and continuously look to improve the processes.

The role will involve close collaboration with colleagues in Client & Product Strategy Chief Operating Officer and the Client Platform technology team. It will require a strong understanding of our sales and client services processes as well as excellent business partnerships across the organization. This leader will work to ensure accurate and consistent commercial data and reporting are delivered to leaders across the organization.

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

• Design create and maintain effective management reporting broadly defined for Client Platform leadership. Ensure reporting meets the needs of CP leaders and is well understood. CPMT reporting package usage and satisfaction will be a KPI for the role

• Lead the financial planning budgeting forecasting and analysis for sales metrics in the Client platform providing proactive perspective on business results

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

• Develop vision & roadmap to evolve these capabilities and deliver information through a mix of selfservice tools selfservice reports and ad hoc custom analysis

• Inform data strategy and governance to ensure effective reporting output. Influence peer Client Platform leaders to drive desired outcomes.

• Partner with business leaders to support strategic vision and initiatives.

• Lead team in providing comprehensive KPI management reporting & analytics and establishing annual budgets.

• Develop financial leadership presentation materials for committee meetings townhalls and other crossfunctional forums

• Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results variances efficiencies and operational processes.

• Continuous evaluation and support for cost allocation transparency problemsolving and .

• Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.

• Building a culture of continuous improvement by streamlining financial processes eliminating redundancies and leveraging technology to enhance productivity and resource allocation.

QUALIFICATIONS

• Bachelors degree in finance accounting or related field; MBA or advanced degree preferred.

• Demonstrable 10 years) relevant work experience in finance with leadership experience ideally within a global environment.

• Proven track record of improving financial planning processes and delivering highquality analysis and insights.

• Strong understanding of financial principles accounting standards and financial modeling techniques.

• Demonstrated success in leading teams through complex transformation initiatives driving strategic change and maintaining stability.

• Proven problemsolving and analytical skills coupled with rigorous decisionmaking process.

• Superior interpersonal and communication skills.

• Strategic thinker with the ability to provide forwardlooking analysis and recommendations.

• Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decisionmaking 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.

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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 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: