Director, Financial Planning and 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.

About the Role

This position will play a critical role in driving financial strategy, innovation and change management initiatives throughout the organization to drive organic growth and efficiency. This will include building and leading a world class FP&A team which will deliver strong analytics and facilitate disciplined execution. The role involves extensive interactions with a broad range of individuals spanning all three of our platforms and all our global business functions, The Director will be responsible for driving strategic financial planning, quarterly reporting focused on insights that drive operational action to support strategic decision-making. This leader will play a critical role in communicating financial performance, opportunities, and risk to key stakeholders, including executive leadership and the broader Partnership.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and develop a high performing team, fostering a culture of collaboration, innovation, and continuous improvement. This leader needs to be process focused, excited to build on current momentum on investments in platforms & systems and be open and curious to adopting AI/new technologies. This individual will work through the team to build strong business partnerships across the organization, ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to drive positive momentum and results across the firm. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.

RESPONSIBILITIES

• Lead efforts to identify and implement innovative solutions to enable growth, enhance decision-making and drive efficiency

• Partner with and challenge firm leaders through financial insights and analysis to enable strategic decision-making, investment evaluation, and resource allocation.

• Lead production and delivery of recurring standard work including financial reporting packages/analysis for CFO/Leadership team

• Lead team in providing comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate firm performance and identify areas for improvement.

• Continuously evaluate and improve financial planning processes, tools, and systems to enhance efficiency, accuracy, and effectiveness.

• Creation of complex financial models to support strategic project work; provide additional challenge and support to business sponsors of projects, including implementation and ongoing measurement.

• Strategic project work related to i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive outcomes, and iv) other ad hoc efforts.

QUALIFICATIONS

• Demonstrable (15+ years) relevant work experience in financial leadership roles, with a proven track record of driving financial strategy, innovation, and disciplined execution.

• Bachelor’s Degree in finance, accounting, or related field; MBA or advanced degree preferred.

• Experience in talent management including, developing, mentoring, and driving a high-performance team.

• Strong understanding of financial principles, accounting standards, and financial modeling techniques.

• Proven problem-solving and analytical skills coupled with rigorous decision-making process.

• Superior interpersonal and communication skills.

• Strategic thinker with the ability to provide forward-looking analysis and recommendations.

• Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.

• Demonstrated embodiment of our cultural standards – integrity, ethics, and ability to set a standard in leadership.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at View email address on click.appcast.io .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 120,000 - 225,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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