Manager, Finance Data & Analytics

Role: Manager, Finance Data & Analytics Location: Manhattan, NY – Midtown (Hybrid 2-3 days a week in office) Salary: $170,000 - $200,000 annually + Bonus & Equity Finance Data Product Ownership Own finance data requirements and use‑case prioritization for FP&A analytics and reporting needs. Translate finance and business questions into clear data requirements, logic, attributes, and output specifications. Partner closely with IT Data Management on EDH (Enterprise Data Hub) and Finance Data Warehouse‑related requirements. Act as the finance‑side owner for testing, validation, and acceptance of finance analytics outputs. KPI Governance and Data Standards Help define, document, and govern key finance metrics including assets, NNA (Net New Assets), organic growth, production, and related performance measures. Establish and maintain finance data standards, business rules, and metadata requirements. Support data quality, reconciliation, and consistency across finance analytics outputs. Analytics and Insights Deliver analytics and insights across assets, NNA, organic growth, production, and related performance drivers. Support advisor-, channel-, and enterprise-level analysis to identify trends, growth drivers, and performance implications. Help build scalable recurring outputs that support management reporting, strategic finance, and executive decision‑making. Dashboard and Self‑Service Enablement Support dashboard / BI requirements and finance self‑service reporting capabilities. Help move finance analytics from curated extracts and manual workarounds toward repeatable, scalable outputs. Support operationalization of recurring finance analytics and reporting outputs. Identify opportunities to improve reporting processes, strengthen analytical scalability, and enhance usability of finance analytics for leadership and business stakeholders. Skills, Experience & Qualifications 5–8+ years in FP&A analytics, finance data analytics, business intelligence, decision support, or related roles. Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or a related field required. MBA or other relevant advanced degree preferred. Strong understanding of finance, performance metrics, and business analytics. Ability to translate business questions into data requirements and analytical outputs. Ability to present complex information in a clear, decision‑useful format. Comfort working cross‑functionally across finance, IT, and data teams. Experience with SQL‑based data environments, BI tools, and analytical platforms preferred. Demonstrated process improvement mindset and experience helping scale reporting or analytics workflows preferred. Wealth management, financial services, or related industry experience preferred. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. #J-18808-Ljbffr Vaco