Director, Finance

Inclusively is partnering with a Multinational Financial Services Company to hire a Director, Finance.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Job Description:

As part of the company’s Discretionary Assets & Revenue Center of Excellence, you will be using a wide range of data from industry/competitive information to customer demographics to help inform business strategy and decision making. This role provides an exciting opportunity to interact with finance groups across the firm, help drive the firm-wide planning for discretionary revenue and develop insightful, data driven analyses to support the company’s business leaders. If you are someone who loves data and has strong intellectual curiosity, this is a fantastic opportunity to demonstrate your skills and create meaningful business value!

The Team

The Discretionary Assets & Revenue Center of Excellence is a single point of expertise for the company’s managed investment products, with firm-wide responsibilities for analyzing and forecasting assets and revenue. We deliver scalable solutions and provide business leaders with valuable information on the company’s products, competitors, and broader industry trends. We have a mix of finance and data subject matter authorities and deliver value by seeking out automation opportunities, creating process efficiencies, and delivering data-driven insights to help inform senior leaders across the organization.

The Expertise and Skills You Bring

• Bachelor’s degree in finance, accounting, economics, data analytics or related field; MBA or advanced degree preferred.
• Minimum 8 years of relevant work experience, ideally in the financial services industry
• Excellent written and verbal communications skills, including the ability to “tell the story” and communicate effectively with Finance and business partners at varying levels of the organization.
• Proficient in Excel, PowerPoint, Power BI/Tableau and/or other business intelligence and data visualization tools
• Outstanding critical thinking, problem solving, decision-making, and analytical skills
• Excellent communication / data visualization skills with the ability to summarize and clearly articulate complex issues, synthesize key points and effectively communicate findings
• Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
• Confidence, business maturity, and presence to work independently and collaborate effectively across all levels
• Strong interpersonal skills and ability to proactively build relationships across finance and other business partners
• Flexibility and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
• Knowledge of investment management industry and understanding of the company's systems / revenue structures is ideal, but not required

The Value You Deliver

You will be looked upon to provide thought leadership as it pertains to asset & flow trends, revenue analytics, and industry trends. In addition, you will play a critical role in coordinating the revenue planning & budgeting process for discretionary products, working closely with key business partners in corporate, asset management and distribution channel finance to continue to evolve the quarterly forecasting and annual planning processes for AUM revenue. You will also help explain technical concepts to various stakeholders (educating steering committees, coaching junior analysts, defining requirements with technology partners) as well as prototype and develop requirements for data infrastructure and centralized revenue modeling. Finally, the candidate will be encouraged to mentor junior analysts on problem solving, analytical skills, and business intelligence tools.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: In person