About Invesco

As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.

Your Team

The Client Delivery and Investments FP&A team partners with leaders of distribution and investment management to build connectivity between business decisions and finance results analyze and optimize utilization of firm resources and drive sound decision making that aligns with Invescos strategic goals.

Your Role

This position is responsible for decision support financial analysis business planning and reporting. Build metric-driven financial models to evaluate profitability revenue dynamics cost management opportunities. Developing and maintaining successful relationships within Finance and with key business partners is critical to success.

You Will Be Responsible For:

• Analyzing Investments financial results (revenue expenses and operating income) and relevant trends to identify and understand risks to achieving financial objectives

• Identifying revenue opportunities and potential cost savings to incorporate into the business financial plan and forecast

• Designing and Propose methods for ongoing monitoring the business health including participating in long-term and short-term financial planning

• Performing detailed analysis of profitability results inputs and drivers. Developing model outputs and structure to support investment and resource allocation decisions

• Building and maintaining data and analytics to support compensation plans and models creating analytics to assess potential scenario outcomes

• Conducting cost/benefit analyses for strategic business decisions considering relevant financial and strategic factors and evaluating potential courses of action

• Creating maintaining interpreting and delivering management reportingthrough presentations performance dashboards and other visual tools for business leaders including senior executives.

The Experience You Bring:

• BS in Finance Accounting or other quantitative discipline or MBA with a concentration in Finance or Accounting CPA or CFA a plus

• 5-7 years of Finance experience with a concentration in financial planning management reporting quantitative analysis scenario planning and decision modeling

• Prior experience in investment management industry is a plus

• Knowledge of Oracle and/or Hyperion planning is a plus

• Knowledge of enterprise business planning platforms e.g. Hyperion Cognos TM1 Adaptive Planning is strongly preferred. Knowledge of Oracle and/or Hyperion planning is a plus

• High level of proficiency in Microsoft Office with a focus on Excel PowerPoint and Word

• Able to work with business partners to understand industry dynamics and identify key business drivers and their financial implications

• Able to continuously develop knowledge of the industry and drive alignment between Invesco strategic goals and FP&A support of the business

• Experience with data visualization tools such as Microsoft Power BI or Tableau is a plus

• Strong communication skills including verbal written and presentation

• Able to work independently to deliver well-rounded analysis that incorporates input from key internal stakeholders

• Able to work in a team environment across functions and geographic locations

• Commitment to accuracy and ability to review your own work is a must

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

Pursuant to Invescos Workplace Policy employees are expected to comply with the firms most current workplace model which as of October 1 2025 includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships collaborate more easily and support each others growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invescos culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race creed color religion sex gender gender identity sexual orientation marital status national origin citizenship status disability age or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.