Head of Finance/FP&A

Director of Financial Planning and Analysis
Apply for the Director of Financial Planning and Analysis role at Great Gray Trust Company .
At Great Gray group we 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. 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.
Great Gray is looking to add a Director of FP&A to our Finance team. This role is responsible for supporting Great Grays compliance with various internal and external reporting requirements, collaborating with numerous stakeholders to ensure the controlled and timely flow of data and information to support financial reporting. The Director will also drive process improvement and engage in financial transformation initiatives.
This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa Eligibility
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Lead budgeting, forecasting, and longrange financial planning processes.
Conduct indepth financial analysis, including variance analysis, cost structures and profitability to optimize efficiency and margins.
Oversee the compilation of external financial reports, subsidiary financial statements and related notes or other regulatory reports.
Build financial models for business cases, new initiatives, and costsaving projects.
Assist in developing, monitoring, and tracking key performance indicators (KPIs) and financial metrics that align with business objectives.
Assist in cash flow analysis and reporting, including working capital analysis and liquidity monitoring.
Extract, analyze, and synthesize data from the companys data hub to support strategic decisionmaking and reporting requirements.
Own and manage the integrity, accuracy, and accessibility of financial data across the organization.
Provide financial modeling and analysis support for potential mergers, acquisitions, and investments. Assist in postacquisition financial tracking as needed.
Drive accountability within a team of finance professionals to maintain the accuracy, integrity and timely filing of the companys external financial reporting.
Manage the operations for various monthly and quarterly processes supporting internal and external reporting.
Lead and develop a team of finance professionals, demonstrating ownership over various internal and external reporting requirements.
Degree in Finance, Accounting, Business Administration, Economics, or a related field. CPA and/or advanced degree in Finance, Accounting, or Business Administration preferred.
~ Experience: 8+ years of progressive experience in FP&A, financial analysis, or corporate finance. Experience supporting financial planning, budgeting, and forecasting in a private equitybacked or complex, fastpaced environment preferred.
~Strong analytical ability and creative problemsolving skills, including application of GAAP.
~ Experience with data extraction, analysis, and reporting from centralized data systems or data hubs.
~ Excellent communication and presentation skills, with the ability to translate financial insights for business partners.
~ Advanced Excel skills and experience with financial management software (e.g., Experience in financial planning and analysis, accounting, or strategic planning within the financial services industry preferred.
~ Experience with SEC reporting and/or other regulatory reporting within the context of the financial services industry preferred.
~ Hybrid work environment
Employerpaid life and disability insurance
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (CITs), with over $240billion in CIT assets under management, across more than 800 funds. CITs are more than just an investment vehicle. They represent a forwardthinking approach to retirement planning. These taxexempt, pooled investment vehicles are offered to employersponsored retirement plans, like 401(k)s. 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 costeffectiveness. Great Gray has consistently delivered yearoveryear growth at an abovemarket 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.
Equal Employment Opportunity Policy
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other nonmerit factor.
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: Fulltime
Finance
#