Role Description
The purpose of this role is to support the full range of financial planning and forecasting activities of FNZ NAM LTDs finance function, including establishing, managing, and maintaining financial forecasts across the North America region.
The FP&A Manager will be responsible for all North America FP&A activities and will play a key role in delivering high-quality financial insight to support strategic and operational decision-making. This includes management reporting, budgeting and forecasting, long-range planning, and performance management, with a strong focus on P&L and cashflow.
The role will report directly to the Group Head of Financial Planning & Analysis and will work closely with other regional FP&A leads and Group FP&A colleagues. The role will partner closely with the Regional CFO and business leadership teams, requiring strong technical capability, excellent communication skills, and a commitment to high-quality, timely output.
Specific Role Responsibilities
Maintain and develop Excel-based forecast models, managing data inputs from relevant financial systems and reports for monthly, annual, and rolling forecast cycles
Own the North America cost and revenue forecasting process, including regular update cycles and communication with stakeholders across the business
Prepare and deliver monthly management reporting, including analysis for cost center and leadership review meetings
Lead budgeting, rolling forecasts, and the three-year planning process for the region
Analyze monthly ledger data to identify variances to forecast, highlighting key risks and opportunities
Provide P&L and cashflow-focused analysis to support business performance and decision-making
Prepare ad-hoc reports and financial analysis to support senior management and executive decision-making
Act as a finance business partner to budget holders, senior management, and regional leadership, providing insight and challenge
Support key stakeholders across the region, including the Regional CFO and wider business teams
Serve as a point of contact for general budget and forecast enquiries from the wider business
Experience Required
CPA designation strongly preferred
7-10 years of progressive finance experience, including 3-5 years in FP&A or a similar commercial or leadership role
Advanced working knowledge of Microsoft Excel, including complex formulas and financial modelling
Strong analytical skills with the ability to interpret data and translate it into meaningful business insight
Excellent communication skills with the ability to build strong relationships at all levels of the organization
Experience working in a fast-paced environment with evolving business requirements
Ability to manage workload effectively and meet deadlines
Commercial mindset with initiative and the ability to think laterally
What FNZ offers:
A competitive base salary, bonus, and paid time off.
FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
Employer-paid medical, dental and vision insurance, and more.
We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.
Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
#LI-BE1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
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