Manager, Global Functions Finance

Job Description

The Manager, Global Functions Finance will lead and coordinate the global forecast and financial planning process for Global Functions, as well as collaborate with Global Functions Finance leadership to enhance and maintain F&P process and system.

This role will support the company’s long term strategic planning process, including close interaction with Strategic Initiatives, Finance and other business teams and provide actionable analysis and assist Financial Advisors deliver operating results to the senior management. The Manager will also support driving client value by maintaining focus on functional performance drivers, service quality and cost effectiveness of employees.

• Lead and manage processes for FOM, T-5, Forecast, Plan, and 5 Year Outlook for Global Functions. Coordinate activities and provide guidance to Global Functions Finance and International Finance.
• Provide analytical support of Functions charges to Platforms for Actuals, Forecast, Plan and 5YO.
• Maintain and ensure all required tools, applications and systems are available for Functions teams to successfully deliver FOM, T-5, Forecast, Plan and 5YO.
• Lead and manage end-to-end Enterprise Stress Testing for Global Functions.
• Maintain the Functions’ Forecast & Plan calendar including interaction with both local and international finance communities.
• Work close with HO Performance Management and COE teams on assumptions, deliverables and coordination of due dates.
• Collaborate with Functions FSA to maintain and support EPM environment and execute centralized activities as required. Assist and support weekly estimate process.
• Ensure the implementation of and adherence to policies, procedures, systems and controls designed to protect the integrity of the financial records.
• Validate data accuracy and provide actionable analysis on operating results.
• Assist in preparation of management reports. Support all schedules for executive presentations and monthly Flash Reports for GE members, GOC and Platforms decks.
• Lead the preparation and submission of NIAT estimate submission for HO Performance Management and QAR under tight timelines. This involves partnering with Occupancy finance team and Functions finance FAs to source their inputs/ changes and communicate the story around GF NIAT and changes.
• Liaise with the Financial Control team to manage, analyze accrual guidance of Variable Compensation and provide recommendations if any adjustments are required.
• Support Excel based models and spreadsheets internally developed.
• Develop opportunities for improving processes and automating reporting using EPM or other reporting tools as required.

• Subject matter experts for all FOM, T-5, Forecasting and Planning projects with close collaboration with Strategic Initiatives team and Finance partners.
• Participate as a SME in other projects and conduct UAT testing.
• Actively look for efficiencies and process improvements.
• Manage internal deliverables calendar and liaise with Functions FA’s to meet target due dates.
• Other activities as assigned, including ad-hoc analysis and reporting.

• 5+ years’ experience consistent with in-depth business knowledge; finance and reporting experience
• Advanced working knowledge of economic and accounting principles and practices, banking, analysis and reporting of financial data
• A Business/Accounting degree.
• Excellent written and communication skills.
• Strong focus on control.
• Excellent analytical skills with an attention to details and ability to assess materiality and summarize findings.
• Ability to manage multiple priorities in an environment with tight deadlines and competing priorities.
• Highly proficient with MS Office applications such as Excel with modelling capabilities (including Macros and Power Query) and PowerPoint.
• Candidate must be an independent worker, proactive, creative and innovative self-starter; as well as demonstrates a team-oriented spirit who brings lots of initiative to a small team.
• Focused on continuous improvement.
• Strong interpersonal skills and ability to interact with Financial Advisors and other Finance team…