Lead, Financial Planning & Analysis

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

The Lead, Financial Planning & Analysis – Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision‑making across the firm’s global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.

This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm’s operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision‑making.

• Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.
• Support budgeting and long‑range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.
• Creation and management of proactive analytics that unlock ideas and enables high‑level discussion of investment & growth areas.
• Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives.
• Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale.
• Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.
• Assist with business case development for new initiatives, technology investments, and vendor partnerships.
• Perform cost‑benefit analyses to evaluate global operations projects and process enhancements.
• Continuous evaluation and support for cost allocation, transparency, problem‑solving and execution.
• Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.
• Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.

• Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.
• Strong analytical and quantitative skills with proven ability to interpret complex financial data.
• Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.
• Strategic thinker with the ability to provide forward‑looking analysis and recommendations.
• Strong leadership and interpersonal skills with the ability to collaboratively effectively across functions and influence decision‑making at all levels of the organization.
• Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner.
• Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).
• Excellent written and verbal communication skills with the ability to present insights to senior leadership.
• Detail‑oriented, organized, and proactive with strong problem‑solving capabilities.
• Ability to thrive in a dynamic, fast‑paced, and globally integrated…