Investments FP&A

Posted 9 Days Ago
Be an Early Applicant
Nashville, TN
Senior level
Fintech
The Role
The Investments FP&A VP drives multi-year planning and transformation initiatives, collaborating with investment leaders to develop growth plans, financial forecasts, and high-quality presentations. This role involves project management, business metric analysis, and fostering a supportive team environment to enhance financial success.
Summary Generated by Built In

Who You’ll Work With:

The Financial Planning & Analysis (FP&A) team plays a critical role as trusted partner to the Investments businesses at Alliance bernstein, supporting all analysis, reporting, and business planning needs. We produce multi-year plans and forecasts; create and analyze business metrics and identify cost savings opportunities; and deliver economic insight into the relationships between costs and revenues to improve the financial success of the business going forward. We are a valued and critical component of the management function, working at all levels of the business to provide both a broad and deep understanding of the firm’s financial position and opportunities.

Position Overview:

This VP-level FP&A position drives multi-year planning and transformation initiatives with the investment Asset class teams. The Investments FP&A team works closely with the Investment leaders to build growth plans and develop financial forecasts to guide business decisions. The role entails leading special projects, building senior-level presentations, conducting analysis, developing strategic decision-making models and driving change within the business. Candidates should have proven problem solving and project management skills, be able to multi-task and effectively manage priorities, clearly communicate results orally and in writing, and should be able to analyze and interpret data. 

What You’ll Do:

  • Partner with business leaders to develop and track KPIs and leading indicators aligned with business and corporate objectives

  • Project manage and drive transformation initiatives

  • Develop high-quality presentations and executive summaries for senior leadership, supplemented by FP&A team inputs and analyses

  • Build and maintain robust financial models to support scenario analysis, forecasting, and strategic planning efforts

  • Collaborate with cross-functional partners (including Controllers, Human Resources, Investor Relations, Corporate Strategy) and Finance teams in advancing projects and managing the business

  • Drive a collaborative and supportive work environment, actively seeking out opportunities to develop team members

What We’re Looking For:

  • Experience partnering with senior leadership at A global level, including opportunity to challenge businesses and set strategy

  • Direct exposure to firm decision-making processes, with insight into cross-functional areas of collaboration to drive value for the firm

  • A collaborative, committed and high-performing culture across the global FP&A team

Qualifications:

  • 5-7+ years of experience in the financial services or technology sector, preferably at a premier asset manager, investment bank, public accounting or consulting firm or innovative technology organization

  • Ability to clearly articulate and present ideas both in written presentations and orally to senior management

  • Demonstrated experience leading complex projects with cross-functional stakeholders

  • Excellent problem-solving skills, with the ability to decompose problems and develop innovative solutions

  • Professional, positive demeanor; collaborative orientation; relationship-builder

About AB 

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! 

Nashville, Tennessee

The Company
Nashville, TN
4,847 Employees
On-site Workplace
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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