Who
A recently US publicly-listed global wealth and asset manager, providing individuals, families and institutions with alternative investment strategies and advisory services. The business manages and advises on over $68 billion in combined assets with an expansive network of nearly 500 professionals across three continents.
What
The business has two main divisions, ‘Asset Management’ and ‘Wealth Management’, both centralized in the New York head-office. The Head of Financial, Planning & Analysis sits at the Group Co-level, supported by a team of experienced VPs and their analysts, reporting directly to the CFO and COO.
This individual will lead the company’s financial forecast and budgeting process. You will be the architect of financial modeling, including M&A, with a remit to oversee the analytics of both divisions to guide informed strategy and decision-making. This role will include preparing board presentations and executive committee presentations, as well as communication with external parties such as investors, banks, rating agencies and regulatory authorities.
Job Responsibilities
You
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