Senior Manager - FP&A

Posted 9 Days Ago
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Atlanta, GA
Senior level
Fintech • Software • Financial Services
The Role
The Senior Manager - FP&A is responsible for financial planning and analysis, supporting Client Delivery and Investment FP&A. This includes developing budgeting processes, analyzing financial results, identifying revenue opportunities, and preparing performance reports for senior management. The role involves collaboration across departments to enhance decision-making efficiency and profitability metrics.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Role:

The Senior Manager - FP&A is responsible for supporting the Client Delivery and Investment FP&A functions through comprehensive planning, monitoring, evaluation, and reporting of financial performance.

Key responsibilities include providing strategic direction in financial planning, developing and managing processes to enhance forecasting, analysis, and decision support efficiencies, and building and maintaining metric-driven financial models to evaluate profitability, cost management, and productivity improvements.

Additionally, the Senior Manager will oversee preparing and presenting financial performance reports to senior management and collaborate closely with various departments to ensure accurate financial planning and analysis.

You Will be Responsible For:

  • Developing, directing, and maintaining effective and efficient financial planning, budgeting, and forecasting processes.

  • Coordinating with Client Delivery & Investments FP&A teams and Accounting on actual results, budgets, and forecasting activities

  • Analyzing Client Delivery and Investments, regional and functional financial results (revenue, expenses, and operating income), and relevant trends to identify and understand opportunities and risks to achieving financial objectives

  • Identifying areas of possible revenue opportunities and/or potential cost savings to incorporate into the business financial plan and forecast

  • Proposing and designing ongoing methods for monitoring the health of the business, including participating in long-term and short-term financial planning

  • Performing detailed analysis of profitability results, inputs, and drivers. Developing model outputs and structure to aid investment and resource allocation decisions.

  • Creating/maintaining, interpreting, and delivering management reporting in the form of presentations, performance dashboards, and other visual tools for business leaders, including senior executives

  • Supporting the expansion of responsibilities within the Hyderabad, India-based Global Business Services team, including documentation, training, and stabilization of transitioned processes

  • Various ad-hoc requests as required

The Experience You Bring:

  • Experience in financial analysis, scenario planning, forecasting, decision modeling, and understanding business profitability.

  • Strong analytical skills and ability to interpret large data sets and complex problems facing a multi-billion-dollar global business

  • Prior experience in investment management or financial services is preferred

  • Knowledge of Oracle and/or Hyperion planning is a plus.

  • High level of proficiency in Microsoft Office with a focus on Excel, PowerPoint, and Word

  • Experience with data visualization tools such as Microsoft Power BI or Tableau is a plus

  • Ability to meet deadlines and handle multiple tasks and projects

  • Strong verbal and written presentation skills

  • Ability to work in a team environment across functions and geographic locations

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

What’s in it for you?

 

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

  • Flexible paid time off

  • Hybrid work schedule 

  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution 

  • Health & wellbeing benefits 

  • Parental Leave benefits 

  • Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Top Skills

Hyperion
Oracle
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The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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