Company Description
AB is a leading global investment-management and research firm with more than $770 billion in assets under management and a presence in 26 countries and jurisdictions, with more than 4,000 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. We work every day to earn our clients’ trust, whether they’re individual investors or the world’s biggest institutions. By tapping a global network of diverse perspectives, we design innovative solutions tailored to meet investors’ unique needs and engineered to deliver the performance they expect.
Group Description
The Financial Planning & Analysis (FP&A) group is comprised of a team of approximately 25 professionals and plays an essential role in being a trusted business partner to the various businesses at AB.
Describe the applications and business or enterprise functions the role supports:
The AVP will lead AB’s Corporate Financial Forecasting process and provide financial analysis for AB’s various Corporate, Distribution and Investment Groups. Responsible for producing budgets, forecasts and analyzing key metrics while delivering economic insights. The AVP will play a critical role as a valued contributor to AB’s financial management function. The AVP will be able to work independently to ensure key deadlines are met and provide accountability for their team through collaboration, effective communication and being well organized. The primary applications include Microsoft Office, IBM Planning Analytics TM1, and Workday Adaptive Planning.
The key job responsibilities include, but are not limited to:
- Lead in the preparation of Reporting and materials to support AB’s Annual and Strategic Plans
- Responsible for the coordination / review of AB’s monthly forecast, reporting, and dashboard solutions
- Manage the preparation / review of monthly profitability reports.
- Monthly revenue and expense forecasting, including the preparation of the various drivers used to create monthly forecasts and the Annual / Strategic Plans
- Prepare monthly / quarterly financial reporting packages.
- Development / management of CFO financial presentations
- Prioritize managing and mentoring a team of FP&A professionals.
- Serves as a liaison between AB’s Corporate and Investment Operations Groups and the Finance organization
- Produce ad-hoc financial reporting/analysis in support of AB’s Corporate and Investment Operations Groups
- Manage Reporting and Allocations process in Planning Environment
- Participate / lead special projects
What makes this role unique or interesting (if applicable)?
Support AB’s Workday Adaptive Planning migration, as well as the full scope of the Financial Planning and Analysis activities partnering with AB’s Corporate and Investment Operations Groups
Qualifications, Experience, Education
Education and Experience
- Five to Seven years of experience in a Financial Planning & Analysis, Financial Reporting, Accounting or Finance position
- Bachelor’s degree or higher in Accounting, Finance or Economics; MBA Preferred
- Able to articulate and present leveraging both in visual and written form to senior leadership
- Able to manage matrixed reporting and planning support model with dotted reporting lines
- Demonstrated ability to lead teams and drive results
- CPA a benefit but not required
Qualifications & Skills
- Previous experience in Planning & Analysis or Decision Support
- Well-organized with the ability to prioritize
- Strong communication and interpersonal skills, collaborative by nature
- Design thinking and ability to co-develop solutions with partners and internal clients
- Proficient in MS Office
- Attention to detail and problem-solving ability
- Strong client focus with the ability to respond timely
Special Knowledge (if Applicable)
- Advanced MS Excel skills
- Experience with IBM Planning Analytics TM1
- Experience with Workday Adaptive
- Familiarity with PowerBI
Pune, India
