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.

The Department:

Invescos Corporate Finance team is a high-impact team of FP&A professionals who provide strategic direction to the global finance organization and support senior leaders on their overall planning monitoring evaluation and reporting of financial performance. This team plays a significant role in creating and delivering actionable data-driven insights and analysis to help the Executive Leadership Team and other key stakeholders understand business performance and develop performance improvement plans.

About the Role:

This position is responsible for the support of leaders within the Technology and Operations departments including business decision support and planning monitoring and reporting of financial performance. The manager will be responsible for leading processes and solutions to identify and ensure efficiencies in forecasting and analysis including metric-driven financial models to evaluate profitability and cost management. Developing and maintaining successful relationships with key business partners is critical to success.

Responsibilities of the Role:

• Provide comprehensive financial results to Operations Technology and Transfer Agency partners on a monthly basis

• Collaborate with business partners on large initiatives (transformational efforts including new platforms resource planning etc.) and provide cost/benefit analytics and comparative reporting

• Manage budget and forecasting activities and communicate regular updates

• Support allocations and profitability efforts for legal entities regulatory requirements and management reporting needs

• Maintain cost center hierarchy structure and coordinate with business functions to assure alignment

• Provide reporting and analysis on headcount and related compensation impacts on financial results

• Evaluate areas for potential cost savings and efficiencies and incorporate into financial projections

• Identify opportunities to streamline and improve existing processes and execute

Requirements of the Role:

• 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

• 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

• Ability to meet deadlines and effectively manage multiple workstreams and projects

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.