Senior Manager, NIE Lead, Investor Services Finance

What is the opportunity?

The Senior Manager, NIE Lead, Investor Services (IS) Finance provides leadership for financial planning and budgeting processes. They are responsible for Performance Management Activities and Advisory Support for Investor Services Non Interest Expenses portfolio of $600+MM.

What you will do?

• Act as the primary point of contact for the consolidated IS NIE (Non-interest Expense) Forecast & Planning and monthly financials, including intra-month estimates and NIE related deliverables for WM Platform.
• Partnering and providing business finance advisory support for the Investor Services businesses (Client Success, Network, Business Development and Market services). This includes driving key analytics and reporting, providing input, and tracking the business plan and forecast whilst supporting an owner-operator mindset, focus on cost transparency, partner enablement, and data-driven decision-making culture.
• Lead the development, maintenance, and enhancement of financial models to support strategic financial forecasts including 5 Year Outlook and annual fiscal plan and regulatory reviews including enterprise-wide stress testing.
• Lead month-end analysis and benchmarking activities as a liaison to cross-functional stakeholders ensuring key expense analysis and variance explanations are provided to business and finance partners.
• Develop accurate monthly NIE reporting as part of IS consolidated Operating results, including relevant metrics; and to ensure end-to-end transparency of reported information.
• Identify and perform relevant trend analysis to facilitate discussions on opportunities; and provide advice to IS leadership on meeting financial targets and optimize investment decisions.
• Collaborate with IS teams to foster an environment of financial discipline, transparency, and accountability.
• Partner with Financial Controls team to ensure effective controls and governance oversight over monthly close, P&L analysis, balance sheet review and attestation, financial disclosures.
• Playing a lead role in continuously improving processes, finding opportunities to standardize, automate and free-up capacity for value-add analysis and insights
• Address ad-hoc requests as applicable to the IS NIE in a timely manner.
• You will lead a team, enabling high performance through active coaching and candid feedback, with an eye to longer term development of each team members skills and capabilities.

What you need to succeed?

Must Have

• CPA or similar financial designation with 3+ years of post-qualification experience in finance with exposure to business planning process.
• Highly developed interpersonal skills for effective collaboration and building relationships at various organization levels.
• Self-motivated ability to work both independently and collaboratively with multi-functional teams
• Strong business acumen, problem solving and analytical mindset.
• Strong ability to deal with ambiguity, multiple data sources, and translating data/analysis into key messages and insights.
• Strong communication and presentation skills
• Advanced proficiency in MS Office including Power BI, Excel and PowerPoint

Nice to Have

• Knowledge of RBC financial systems such as EPM, SAP and Peoplesoft.

Job Skills

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