Director of Financial Planning and Analysis

Director of Financial Planning and Analysis Ready to make your application Please do read through the description at least once before clicking on Apply. Apply for the Director of Financial Planning and Analysis role at Great Gray Trust Company . Why Great Gray? 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. 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. Role Great Gray is looking to add a Director of FP&A to our Finance team. This role is responsible for supporting Great Gray’s 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. Location 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. Responsibilities Lead budgeting, forecasting, and long‑range financial planning processes. Conduct in‑depth 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 cost‑saving 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 company’s data hub to support strategic decision‑making 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 post‑acquisition financial tracking as needed. Drive accountability within a team of finance professionals to maintain the accuracy, integrity and timely filing of the company’s 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. Direct and influence both people and processes that span multiple divisions throughout the organization. Complete other related duties as assigned. Qualifications & Experience Education: 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 equity‑backed or complex, fast‑paced environment preferred. 2 years of managerial experience required. Strong analytical ability and creative problem‑solving 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., NetSuite, Adaptive). 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. Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively. Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration. Base Pay Range*$170,000 - $210,000*This base pay range is subject to change and may be modified in the future. Benefits Hybrid work environment Competitive compensation package including 401(k) with elective and non‑elective match opportunities Lifestyle spending allowance program Employer‑paid life and disability insurance Generous paid time off program Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, 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 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 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. Equal Employment Opportunity Policy Great Gray, LLC is an Equal Opportunity Employer. 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 non‑merit factor. xrczosw Accommodation Statement 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: Job Details Seniority level: Director Employment type: Full‑time Job function: Finance