Director, Financial Planning

2 months ago

Boston, Massachusetts, United States Wellington Management Company, LLP Full time

About The Company

Wellington Management provides a wide range of investment management services across global financial markets. With a focus on institutional clients in over 60 countries, we leverage internal research and a collaborative environment to drive innovation and informed decision-making. As a private partnership, we prioritize long-term perspectives that align with the interests of our clients.

About the Financial Director Role

This key position will be pivotal in shaping financial strategies, fostering innovation, and overseeing change management initiatives to enhance growth and operational efficiency.

Responsibilities include establishing a top-tier FP&A team to deliver robust analytics and ensure disciplined execution.

The role entails extensive interaction with diverse teams globally. The Director will lead strategic financial planning efforts, offering valuable insights to support effective decision-making.

This individual will have a vital role in communicating financial performance, opportunities, and risks to key stakeholders, including senior management and the broader organization.

The ideal candidate has a successful track record at an international level and is eager to mentor and cultivate a high-performing team while promoting a culture of collaboration, innovation, and continuous enhancement.

Through the team, the individual will establish strong business relationships across the organization to ensure data-driven strategic business choices.

Joining a dynamic leadership team that values innovation and pursues opportunities for positive growth and results, successful team members should:
i) drive business evolution, ii) nurture talent, iii) articulate and execute a compelling vision, iv) identify patterns, and v) challenge conventional approaches.

Key Responsibilities
  • Lead initiatives to discover and implement inventive solutions for growth, improved decision-making, and efficiency enhancement.
  • Offer financial guidance for business functions, analyzing present and future profitability.
  • Collaborate with business leaders, providing financial insights to enable strategic decisions, evaluate investments, and allocate resources effectively.
  • Oversee the creation and delivery of regular financial reports for the CFO/Leadership team.
  • Direct the team in delivering comprehensive financial analysis, including variance and trend analysis, to assess performance and identify opportunities for enhancement.
  • Continuously enhance financial planning processes, tools, and systems for increased efficiency, accuracy, and efficacy.
  • Develop intricate financial models to support strategic projects, providing additional guidance to project stakeholders, and assisting in implementation and progress tracking.
  • Engage in strategic project work related to i) data and reporting platform development, ii) initiative modeling and monitoring, iii) statistical modeling for scenario planning, and iv) other bespoke initiatives.
Key Qualifications
  • Demonstrated (15+ years) relevant experience in financial leadership roles, with a proven history of steering financial strategy, innovation, and disciplined execution.
  • Undergraduate degree in finance, accounting, or a related field; preference for MBA or advanced credentials.
  • Expertise in talent management, including team development and mentorship.
  • Thorough grasp of financial principles, accounting standards, and modeling techniques.
  • Strong problem-solving and analytical skills with a methodical decision-making approach.
  • Excellent interpersonal and communication abilities.
  • Strategic thinker capable of offering forward-looking analysis and recommendations.
  • Effective leadership and interpersonal skills to collaborate across functions and influence decision-making at all organizational levels.
  • Exemplifies organizational values - integrity, ethics, and ability to set benchmarks.
Not meeting all qualifications? No problem.

If you believe you have the potential to excel in this role, we encourage you to apply. We are committed to building a diverse workforce and welcome candidates with various skills, backgrounds, and experiences.

Wellington Management is an equal opportunity employer, championing fair consideration for all applicants regardless of characteristics like race, gender, religion, disability, or veteran status, among others.

For candidates requiring assistance due to disability in the application process, please reach out to us through the specified channels.

Committed to attracting, motivating, and retaining top talent, Wellington Management offers competitive compensation designed to align with industry standards.

Ensuring fair pay and benefits across all roles, our holistic compensation approach includes salary, variable pay, and comprehensive benefits package tailored to employees' needs and wellness.

The salary range for this role is:
USD 100,000+.

This range reflects diverse factors considered in compensation decisions such as expertise, role responsibilities, certifications, and education. Additional details on salary and total compensation will be shared with candidates during the recruitment process.

Base salary forms one aspect of our total compensation structure at Wellington. Eligible employees may receive discretionary corporate bonuses and incentives, in addition to a range of benefits to support their well-being and personal development initiatives.

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