Finance Manager

Role Overview

• Conduct financial analysis and develop financial models to support existing and prospective financial arrangements with partner firms; recommend and influence actions by offering insights into opportunities, risks and challenges
• Own and develop the annual strategic plan for marketing support; review and update the monthly forecast to reflect changes in marketing support spend based on key inputs/drivers
• Track and process payments to intermediary firms in an accurate and timely manner; prepare accruals and work with the Accounting & Reporting team on monthly close processes
• Prepare monthly results package for stakeholders with commentary on actuals to plan/forecast; engage with collaborators to understand results and communicate gaps/opportunities
• Build and maintain strong working relationships with Distribution Operations and National Accounts teams
• Develop and maintain in depth understanding of the various arrangements with intermediary firms; develop ongoing evaluation of new and existing intermediary relationships
• Compile financial information and materials for the annual 15c mutual fund profitability review for the JH Mutual Funds Board; engage with partners across the organization to coordinate and facilitate the 15c process
• Prepare quarterly board disclosures related to intermediary payments through revenue sharing, service fees and territory support payments
• Provide oversight over 12b-1 reimbursement plans through monthly review and analysis; prepare and coordinate quarterly reporting to the Board
• Maintain strong controls over key internal processes
• Identify and implement operational improvement/automation opportunities

Requirements

• University degree in business/finance/accounting and professional accounting designation (CPA)
• At least 5 years of experience in a finance role, preferably in the wealth and asset management industry
• Strong customer focus with the ability to build relationships, engage and influence effectively
• Solid analytical skills particularly in presenting & summarizing financial information in a meaningful manner for collaborators and with high attention to detail
• Highly motivated and with a strong work ethic; Results oriented and takes the initiative to solve problems while exercising sound judgment
• Innovative problem solver who is comfortable leading and driving change
• Ability to work independently and thrive in a collaborative team environment
• Strong MS Excel and PowerPoint skills; Power BI knowledge and experience with automation tools, a plus

Benefits

• Health insurance
• Dental insurance
• Mental health programs
• Vision insurance
• Short-term disability insurance
• Long-term disability insurance
• Life and AD&D insurance coverage
• Adoption/surrogacy and wellness benefits
• Employee/family assistance plans
• Pension/401(k) savings plans
• Global share ownership plan with employer matching contributions
• Financial education and counseling resources
• Up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time