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 long-term view that aligns our perspectives with those of our clients.

About the Role

This position will play a critical role in driving financial strategy innovation and change management initiatives throughout the organization to drive organic growth and efficiency. This will include building and leading a world class FP&A team which will deliver strong analytics and facilitate disciplined execution. The role involves extensive interactions with a broad range of individuals spanning all three of our platforms and all our global business functions The Director will be responsible for driving strategic financial planning quarterly reporting focused on insights that drive operational action to support strategic decision-making. This leader will play a critical role in communicating financial performance opportunities and risk to key stakeholders including executive leadership and the broader Partnership.

The ideal leader has operated successfully at a global level having a desire to develop mentor and develop a high performing team fostering a culture of collaboration innovation and continuous improvement. This leader needs to be process focused excited to build on current momentum on investments in platforms & systems and be open and curious to adopting AI/new technologies. This individual will work through the team to build strong business partnerships across the organization ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to drive positive momentum and results across the firm. 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

• Lead efforts to identify and implement innovative solutions to enable growth enhance decision-making and drive efficiency

• Partner with and challenge firm leaders through financial insights and analysis to enable strategic decision-making investment evaluation and resource allocation.

• Lead production and delivery of recurring standard work including financial reporting packages/analysis for CFO/Leadership team

• Lead team in providing comprehensive financial analysis including variance analysis trend analysis and scenario modeling to evaluate firm performance and identify areas for improvement.

• Continuously evaluate and improve financial planning processes tools and systems to enhance efficiency accuracy and effectiveness.

• Creation of complex financial models to support strategic project work; provide additional challenge and support to business sponsors of projects including implementation and ongoing measurement.

• Strategic project work related to i) development of data and reporting platforms ii) initiative modeling and tracking iii) statistical modeling related to what-if scenarios and predictive outcomes and iv) other ad hoc efforts.

QUALIFICATIONS

• Demonstrable (15 years) relevant work experience in financial leadership roles with a proven track record of driving financial strategy innovation and disciplined execution.

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

• Experience in talent management including developing mentoring and driving a high-performance team.

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

• Proven problem-solving and analytical skills coupled with rigorous decision-making process.

• Superior interpersonal and communication skills.

• Strategic thinker with the ability to provide forward-looking analysis and recommendations.

• Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.

• Demonstrated embodiment of our cultural standards integrity ethics and ability to set a standard in leadership.

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 ensures that all qualified applicants will receive equal 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 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: