Head of FP&A

Role Overview

• Provide high-quality, forward-looking financial analysis and insight to articulate the consolidated GWAM and business unit performance story.
• Act as a trusted financial advisor to the GWAM CFO, Global WAM leadership, business unit finance heads, Strategy, Investor Relations, Treasury, and Group Finance.
• Serve as FP&A and Expense subject matter expert for GWAM across enterprise-wide strategic initiatives, offering business-specific perspectives and recommendations.
• Support Global WAM and Corporate Strategy teams by researching, validating, and synthesizing complex financial and non-financial data to inform strategic decisions.
• Lead the end-to-end annual planning, forecast, and long-range planning processes across Global WAM, establishing clear guidance, governance, timelines, and deliverables.
• Drive forward-looking, driver-based planning, including scenario and sensitivity analysis, to inform capital allocation, investment decisions, and strategic priorities.
• Oversee ongoing performance management through robust financial and non-financial KPIs, proactively identifying risks, opportunities, and actions to support delivery of business objectives.
• Own the delivery of timely, accurate monthly management reporting, including preparation of materials for the Global WAM CFO, Group Finance, GWAM Leadership Team, and Executive Leadership Team.
• Establish and lead clear, consistent financial messaging and narratives for quarterly and annual internal and external disclosures, including reports to shareholders, earnings releases, analyst materials, and executive presentations.
• Provide executive leadership over expense management, productivity, and resource allocation, ensuring cost discipline is aligned with strategic priorities, growth objectives, and value creation.

Requirements

• Approximately 15+ years of progressive experience in senior finance roles, preferably within wealth and asset management or related financial services.
• Deep understanding of global wealth and asset management markets, products, competitors, and economic drivers.
• Strong business acumen with the ability to synthesize complex information and articulate clear, strategic insights to executive audiences.
• Proven change leader with demonstrated success driving transformation, process improvement, and advanced FP&A capabilities.
• Exceptional written, verbal, and presentation skills, with the ability to tailor messaging for senior executives, investors, analysts, and non-technical audiences.
• Highly developed influencing, negotiation, and stakeholder-management skills in a global, matrixed environment.
• CA, CPA, or equivalent professional accounting designation required; MBA, CFA, or similar advanced designation considered an asset.

Benefits

• Health insurance
• Dental benefits
• Mental health benefits
• Vision benefits
• Short
• and long-term disability
• Life and AD&D insurance
• Adoption/surrogacy benefits
• Wellness benefits
• Employee/family assistance plans
• Retirement savings plans
• Pension plan
• Global share ownership plan with employer matching contributions
• Financial education and counseling resources
• Generous paid time off program including holidays, vacation, personal, and sick days