Financial Planning

5 days ago

Boston, United States Brown Brothers Harriman Full time

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Brown Brothers Harriman is currently recruiting a Financial Planning & Analysis Lead to join our Global Controllers team supporting the Investor Services business line. In this role you will be a true business partner with strong data, analytical and presentation skills who can support decision making through proactive, thoughtful, predictive, and data driven analyses. Responsibilities include leading the annual budget and quarterly forecasting cycles, monthly/quarterly management reporting, as well as working closely with senior management to review financial results and identify financial implications of investment strategies. You will also manage a team and will need to direct and prioritize resources to deliver on the strategic imperatives for Investor Services, as well as supporting key deliverables such as committee presentations, offsites, client profitability, etc.

Key Responsibilities:
  • Lead financial analysis and decision support for the Investor Services business line, via board presentations, business reviews, product & pillar committees
  • Lead planning cycles (monthly forecasts / annual budgeting / strategic planning)
  • Construct and analyze a consolidated Investor Services budget, monitor the actual results of operations, research variances or trends
  • Prepare monthly financial reports and analyses; present findings and recommendations to senior management
  • Process reengineering of internal processes to ensure best practices are being followed and that processes are fully optimized
  • Support financial analysis of business opportunities including acquisitions or divestitures, alliances, new products, and/or partnerships. Monitor new opportunities to determine that progress against projections and keep leadership informed
  • Ensure that all financial / statistical reporting that is prepared by the team is done so in a timely and accurate manner
Qualifications:
  • BA/BS degree and similar job experience (MBA preferred)
  • 10+ years of relevant work experience
  • Thorough knowledge of financial services industry
  • Strong written and oral communication skills
  • Strong organizational and analytical skills
    • Advanced Excel required
    • Knowledge of Hyperion preferred
  • Strong presentation and influencing skills
  • Analytical mindset / intellectually curious
  • Strong management & leadership skills

This role is based in our Boston location and is a hybrid role, with three days per week in office.

What We Offer:
  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
  • A culture of inclusion that values each employee’s unique perspective
  • High-quality benefits program emphasizing good health, financial security, and peace of mind
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • Volunteer opportunities to give back to your community and help transform the lives of others

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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