Financial Planning

4 weeks ago

Boston, United States Great Gray, LLC Full time
Job DescriptionJob Description

Why Great Gray?

At Great Gray Trust Company, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.

Company Background

Great Gray Trust Company is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $175 billion in CIT assets, across more than 700 funds. We proudly work with 75 subadvisors, including leading firms such as Alliance Bernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.

CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401Ks. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.

Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.

Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.

Investor Background

MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.

The Role

The FP&A Associate will join Great Gray’s financial planning and analysis function and will assist in facilitating, designing, and managing firmwide reporting to management, investors, and regulators. The role will liaise between accounting, department heads and business units, managing the firm’s planning framework, to design and produce a suite of reports and relevant forecasting. The planning process will facilitate business and functions planning for revenue, headcount, operating expenses and capital planning, and will include recurring KPIs and scorecards for business units, senior management, and investors.

Location

The Financial Planning & Analysis Associate role will be based in Boston, MA. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.

Responsibilities

  • Assist in the design and operationalization of recurring and bespoke analysis comprised of GAAP, economic, tax and business (AUM, etc.) metrics.
  • Assist in the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process.
  • Manage near and long-term budgeting process, including scheduling relative to management and Management / Board / investor reporting calendars. Work closely with key business units and functional stakeholders to maintain a view of revenue, expense and cash / capital needs of the firm on a continuous basis, relying on partnerships across the firm. Ultimately provide business intelligence with financial results and key performance indicators to facilitate decisions.
  • Report performance results, including GAAP and other non-GAAP KPIs for the Holdco and TrustCo (i.e. period over period, actual to budget, and non-GAAP performance reports). Stakeholders include management (business and functions), investors, regulators and tax authorities.
  • Leverage AUM-related data via software tools and solutions to standardize and automate reports for distribution and incorporation into budgeting models.
  • Update, enhance, and communicate competitive intelligence / market data to relevant stakeholders.
  • Work closely with Accounting, Treasury and IT to identify and build operating efficiencies for reporting across operating systems, ledger, treasury workstations and third-party platforms.
  • Provide support for special projects and ad-hoc requests, such as cash flow forecast, profitability analyses, operational reporting, etc.
  • Additional responsibilities as needed.

Qualifications & Experience

  • Bachelor’s degree in Finance, Accounting, Economics, or other similar field.
  • 2+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting.
  • Flexibility in handling multiple priorities in fast changing environment.
  • Ability to draw conclusions, communicate key messages, proactively initiate problem-solving, make recommendations and influence in a team environment.
  • Advanced Excel user with a thorough understanding of financial statements and 3-statement modeling.
  • A sense of ownership and accountability, coupled with excellent communication skills. Reliable and responsive to business requests.


#LI-NT1
#LI-Hybrid

  • Avp, Financial Planning Consultant

    2 weeks ago

    Boston, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...

  • Financial Planning Consultant

    1 day ago

    Boston, United States MassMutual Full time

    The Opportunity As a Financial Planning Regional Consultant, you will be responsible for developing, maintaining, and strengthening relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff. The Impact In partnership with the Regional Director in the designated territory (Mid-Atlantic),you...

  • Financial Planning Associate

    2 months ago

    Boston, United States Fanning Personnel Full time

    Work with advisors on select group of clients to assess needs, goals, and planning issues. Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client...

  • Financial Planning Associate

    3 weeks ago

    Boston, United States Fanning Personnel Full time

    Work with advisors on select group of clients to assess needs, goals, and planning issues. Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client...

  • Manager, Financial Planning

    4 weeks ago

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

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Head of Financial Planning Enablement

    7 days ago

    Boston, United States MASSMUTUAL Full time

    Responsible for the development and execution of key strategies to grow the Financial Planning Organization’s footprint in the field, and across the enterprise. Work across the Advice and Financial Planning & Practice Management team to drive simplification and enable capabilities that drive High Net Worth Client Acquisition, Net Flows, and growth through...

  • Grants Financial Specialist

    3 weeks ago

    Boston, United States Metropolitan Area Planning Council Full time

    **Description**: The Metropolitan Area Planning Council (MAPC) seeks to hire a Grants Financial Specialist (hereafter, Specialist) to provide budgetary oversight of a variety of state and federal grants the Municipal Collaboration Department implements. Specific duties include detailed monitoring of grant budgets, drafting contracts and purchase orders,...

  • Retirement Plan Consultant II

    4 days ago

    Boston, Massachusetts, United States Corebridge Financial Full time

    Who we areCorebridge helps individuals make important decisions and plan for their future. We offer a wide range of life insurance, retirement, and institutional products through various channels. Our goal is to provide valuable solutions and services to create a better tomorrow for our clients with our dedicated team.About the company:Corebridge is a...

  • Director of Financial Planning

    12 hours ago

    Boston, United States Atrium Staffing Full time

    Our client is a large consulting firm in the Boston area. They are seeking to add a Director of Financial Planning & Analysis to their team. If you are looking for a great work environment and fantastic culture, then this is the position for you! Salary/Hourly Rate: $180k - $220k Position Overview: The Director of Financial Planning & Analysis will lead and...

  • Director, Financial Planning

    4 weeks ago

    Boston, Massachusetts, United States Rapid7 Full time

    Director, Financial Planning & AnalysisAre you someone who is ready to make a big impact? We are looking for a Director of FP&A to support Research & Development and their pursuit of operational excellence through optimal investment decisions. Your efforts will directly impact Rapid7's ability to grow and serve customers as we approach $1B in annual...

  • Director, Financial Planning

    3 weeks ago

    Boston, Massachusetts, United States Rapid7 Full time

    Director, Financial Planning & AnalysisAre you someone who is ready to make a big impact? We are looking for a Director of FP&A to support Research & Development and their pursuit of operational excellence through optimal investment decisions. Your efforts will directly impact Rapid7's ability to grow and serve customers as we approach $1B in annual...

  • Director of Financial Planning

    6 days ago

    Boston, United States Atrium Staffing Full time

    Our client is a large consulting firm in the Boston area. They are seeking to add a Director of Financial Planning & Analysis to their team. If you are looking for a great work environment and fantastic culture, then this is the position for you! Salary/Hourly Rate: $180k - $220k Position Overview: The Director of Financial Planning & Analysis will lead...

  • Manager, Financial Planning and Analysis

    4 weeks ago

    Boston, United States Five Star Senior Living Full time

    Key Responsibilities Summary: Reporting to the Director of Operations • Financial Planning and Analysis, the Manager of Financial Planning and Analysis will support the broader organization in budget planning and financial forecasting related to historical performance, future assumptions, and business targets. This role requires both strategic and tactical...

  • Manager, Financial Planning and Analysis

    3 days ago

    Boston, United States Five Star Senior Living Full time

    Key Responsibilities Summary: Reporting to the Director of Operations • Financial Planning and Analysis, the Manager of Financial Planning and Analysis will support the broader organization in budget planning and financial forecasting related to historical performance, future assumptions, and business targets. This role requires both strategic and tactical...

  • Director of Financial Planning and Analysis

    1 day ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a reputable consulting firm in Boston that is looking for a talented Director of FP&A to join their team! Hybrid Schedule- **only local candidates will be considered for this role.** Must have professional services experience Responsibilities: The Director of Financial Planning & Analysis (FP&A) will be responsible for...

  • Manager, Financial Planning and Analysis

    4 weeks ago

    Boston, United States Five Star Senior Living Full time

    Key Responsibilities Summary: Reporting to the Director of Operations •Financial Planning and Analysis, the Manager of Financial Planning and Analysis will support the broader organization in budget planning and financial forecasting related to historical performance, future assumptions, and business targets. This role requires both strategic and tactical...

  • Manager, Financial Planning and Analysis

    3 weeks ago

    Boston, United States Five Star Senior Living Full time

    Key Responsibilities Summary: Reporting to the Director of Operations •Financial Planning and Analysis, the Manager of Financial Planning and Analysis will support the broader organization in budget planning and financial forecasting related to historical performance, future assumptions, and business targets. This role requires both strategic and tactical...

  • Director of Financial Planning and Analysis

    5 days ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a reputable consulting firm in Boston that is looking for a talented Director of FP&A to join their team! Hybrid Schedule- **only local candidates will be considered for this role.**Must have professional services experienceResponsibilities:The Director of Financial Planning & Analysis (FP&A) will be responsible for...

  • Head of Financial Planning

    4 weeks ago

    Boston, United States Eastward Partners Inc. Full time

    About The ClientThe firm is headquartered in Boston, Massachusetts, with additional offices in strategic locations. The firm has recently rebranded, indicating a strategic shift beyond traditional wealth management toward a broader client experience. They provide services to over 2,400 clients and close to $7 billion in assets under management (AUM) in the...

  • Head of Financial Planning

    3 weeks ago

    Boston, United States Eastward Partners Inc. Full time

    About The ClientThe firm is headquartered in Boston, Massachusetts, with additional offices in strategic locations. The firm has recently rebranded, indicating a strategic shift beyond traditional wealth management toward a broader client experience. They provide services to over 2,400 clients and close to $7 billion in assets under management (AUM) in the...