FP&A Manager, North America
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Role Description
Reporting to the Group Head of FP&A own and lead endtoendmanagement reporting forecasting budgeting and performance insightfor North America ensuring timely accurate andboardreadyoutputs that support effective decisionmaking by the NA CFO regional leadership and Group Finance.
Management Reporting & Performance Cycles
- Own North AmericaMonthly Flash and MBRreporting including governance timelines inputs/outputs and review cadence.
- Lead monthlyforecasting (FYF) Risks & Opportunities and Client Revenuecycles providing highquality variance analysis and clear executive narrative.
- Ensure all outputs areCEO/CFO ready with concise messaging clear movements and actionable insights.
- Lead delivery of North Americabudget and multiyear plans including plan refreshes and full budget cycles.
- Coordinate business inputs challenge assumptions and deliver decks explaining movements vs prior plans.
- Work closely with Treasury to ensure aligned assumptions and submissions.
- Provide analytical insight on financial and commercial performance to the North America LT.
- Deliver adhoc MI and analysis in support of strategic and commercial decisionmaking.
- Support ongoing refinement of reporting and allocation methodologies postimplementation.
- Ensure North America readiness for planning systems (e.g.Anaplan) including training and dryruns.
- Own FP&A cashflow inputs and forecasting processes ensuring alignment with Treasury.
- Lead North America MI provision forratings agencies lenders and other external stakeholders.
- Lead develop and coach the FP&A team; set objectives runregular 1:1s and ensure delivery to expectations.
- Act as a senior finance leader working asone teamacrossFP&A and wider Finance with strong ownership and accountability.
- Ontime highquality reporting with minimal rework and strong stakeholder confidence.
- Clear decisionuseful executive commentary across all reporting and planning cycles.
- Smooth delivery of planning cycles and reporting transitions with strong governance.
- Wellled effective FP&A team delivering consistent reliable outputs.
Experience Required
CPA designation strongly preferred
7-10 years of progressive finance experience including 3-5 years in FP&A or a similar commercial or leadership role
Advanced working knowledge of Microsoft Excel including complex formulas and financial modelling
Strong analytical skills with the ability to interpret data and translate it into meaningful business insight
Excellent communication skills with the ability to build strong relationships at all levels of the organization
Experience working in a fast-paced environment with evolving business requirements
Ability to manage workload effectively and meet deadlines
Commercial mindset with initiative and the ability to think laterally
What FNZ offers:
A competitive base salary bonus and paid time off.
FNZ will match pension plan contributions at 150%up to 4% total Employee Contribution.
Employer-paid medical dental and vision insurance and more.
We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make every day. Where youll transform the way over 20 million people invest making wealth management more accessible sustainable and transparent to more people.
Learning & development Placing emphasis on a willingness to learn to think differently to be creative and to help drive innovation.
Be part of a highly successful rapidly growing Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the worlds largest companies;
#LI-RR1
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the worlds leading financial institutions with over US$2.4 trillion in assets on platform (AoP).
Together with our clients we empower nearly 30 million people across all wealth segments to invest in their future.
Required Experience:
Manager
Key Skills
About Company
We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
