About this role

Lead the forecasting and planning process for the advisor field business line.
Drive decisions to improve forecast effectiveness and model forward-looking metrics and financial outcomes.
Provide decision support for strategic initiatives by quantifying financial impacts, evaluating multiple scenarios, and recommending actions aligned to business goals.
Deliver reporting and performance insights around monthly results.
Develop Sr. Leader level commentary to call out key trends and help identify potential issues that the Business can address.
Influence business partner relationships to deliver results.
Lead and develop a team of two Senior Financial Analysts through coaching, prioritization, and day-to-day support.

Bachelor's degree (or equivalent) in Finance or a quantitative field
7-10 years of experience
Experience doing complex financial modeling and financial presentations
Ability to communicate at all levels of leadership.
Leadership experience, direct or indirect, and ability to directly manage others.

Senior Manager, Finance

Key skills