Role Description
Reporting to the Group Head of FP&A, own and lead end‑to‑end management reporting, forecasting, budgeting and performance insight for North America, ensuring timely, accurate and board‑ready outputs that support effective decision‑making by the NA CFO, regional leadership and Group Finance.
Management Reporting & Performance Cycles
- Own North America Monthly Flash and MBR reporting, including governance, timelines, inputs/outputs and review cadence.
- Lead monthly forecasting (FYF), Risks & Opportunities and Client Revenue cycles, providing high‑quality variance analysis and clear executive narrative.
- Ensure all outputs are CEO/CFO ready, with concise messaging, clear movements and actionable insights.
- Lead delivery of North America budget and multi‑year plans, including plan refreshes and full budget cycles.
- Coordinate business inputs, challenge assumptions, and deliver decks explaining movements vs prior plans.
- Work closely with Treasury to ensure aligned assumptions and submissions.
- Provide analytical insight on financial and commercial performance to the North America LT.
- Deliver ad‑hoc MI and analysis in support of strategic and commercial decision‑making.
- Support ongoing refinement of reporting and allocation methodologies post‑implementation.
- Ensure North America readiness for planning systems (e.g. Anaplan) including training and dry‑runs.
- Own FP&A cashflow inputs and forecasting processes, ensuring alignment with Treasury.
- Lead North America MI provision for ratings agencies, lenders and other external stakeholders.
- Lead, develop and coach the FP&A team; set objectives, run regular 1:1s and ensure delivery to expectations.
- Act as a senior finance leader, working as “one team” across FP&A and wider Finance with strong ownership and accountability.
- On‑time, high‑quality reporting with minimal rework and strong stakeholder confidence.
- Clear, decision‑useful executive commentary across all reporting and planning cycles.
- Smooth delivery of planning cycles and reporting transitions with strong governance.
- Well‑led, effective FP&A team delivering consistent, reliable outputs.
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;
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$2.4 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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