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Wellington Management · 1 month ago

Lead, Financial Planning & Analysis

Boston, MA, United States

Full-time

Hybrid

Lead/Staff

$120K/yr - $225K/yr

10+ years exp

Wellington Management is a private partnership offering comprehensive investment management capabilities. The Lead, Financial Planning & Analysis – Global Operations will provide financial insight and analytical support to drive strategic decision-making across the firm’s global platform, partnering closely with business leaders and finance teams to enhance financial visibility and improve cost efficiency.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division

Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities

Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas

Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives

Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale

Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights

Assist with business case development for new initiatives, technology investments, and vendor partnerships

Perform cost-benefit analyses to evaluate global operations projects and process enhancements

Continuous evaluation and support for cost allocation, transparency, problem-solving and execution

Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting

Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives

Qualification

Financial modelingAnalytical skillsERP systems (Workday)BI tools Power BIBI tools TableauLeadership skillsCommunication skillsProblem-solving skillsAttention to detail

Required

Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment

Strong analytical and quantitative skills with proven ability to interpret complex financial data

Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus

Strategic thinker with the ability to provide forward-looking analysis and recommendations

Strong leadership and interpersonal skills with the ability to collaborate effectively across functions and influence decision-making at all levels of the organization

Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner

Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive)

Excellent written and verbal communication skills with the ability to present insights to senior leadership

Detail-oriented, organized, and proactive with strong problem-solving capabilities

Ability to thrive in a dynamic, fast-paced, and globally integrated environment

Benefits

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)