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Financial Planning and Analysis Lead

Company: Brown Brothers Harriman & Co.
Location: Boston
Posted on: January 27, 2023

Job Description:

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. - Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client's financial well-being.If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.Join the Investor Services finance team as a Financial Planning & Analysis LeadBrown Brothers Harriman is currently recruiting a Financial Planning & Analysis Lead to join our Global Controllers team supporting the Investor Services business line. - In this role you will be a true business partner with strong data, analytical and presentation skills who can support decision making through proactive, thoughtful, predictive, and data driven analyses. -Responsibilities include leading the annual budget and quarterly forecasting cycles, monthly/quarterly management reporting, as well as working closely with senior management to review financial results and identify financial implications of investment strategies. You will also manage a team and will need to direct and prioritize resources to deliver on the strategic imperatives for Investor Services, as well as supporting key deliverables such as committee presentations, offsites, client profitability, etc.Some of your key responsibilities include: - -

  • Lead planning cycles (monthly forecasts / annual budgeting / strategic planning)
  • Core Product Support inclusive of three-year planning, quarterly reporting and client profitability validation, socialization and presentation
  • Process reengineering of internal processes to ensure best practices are being followed and that processes are fully optimized
  • Constructs and analyzes a consolidated Investor Services budget, monitors the actual results of operations, research variances or trends
  • Prepares monthly financial reports and presents findings and recommendations to senior management
  • Supports financial analysis of business opportunities including acquisitions or divestitures, alliances, new products, and/or partnerships. Monitors new opportunities to determine that progress against projections and keeps leadership informed
  • Ensure that all financial / statistical reporting that are prepared by the team are done so in a timely and accurate mannerQualifications:
    • BA/BS degree and similar job experience (MBA preferred)
    • 10+ years of relevant work experience
    • Thorough knowledge of financial services industry
    • Strong written and oral communication skills
    • Strong organizational and analytical skills
    • Advanced Excel required
    • Knowledge of Hyperion preferred
    • Strong presentation and influencing skillsWhat We Offer:
      • A collaborative environment that enables you to step outside your role to add value wherever you can
      • Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
      • A culture of inclusion that values each employee's unique perspective
      • High-quality benefits program emphasizing good health, financial security, and peace of mind
      • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
      • Volunteer opportunities to give back to your community and help transform the lives of othersWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.Full timeBoston

Keywords: Brown Brothers Harriman & Co., Boston , Financial Planning and Analysis Lead, Accounting, Auditing , Boston, Massachusetts

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