Great Gray Trust Company · 1 day ago
Director of Financial Planning and Analysis
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$170K/yr - $210K/yr
8+ years expGreat Gray Trust Company is striving to set the bar for the retirement services industry by delivering advanced retirement solutions. They are seeking a Director of FP&A to lead budgeting, forecasting, and financial analysis while ensuring compliance with reporting requirements and driving process improvements.
Asset ManagementFinancial ServicesRetirement
No H1B
Hiring Manager
Jenny Johnson, MBA, PHR
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
Qualification
Required
Degree in Finance, Accounting, Business Administration, Economics, or a related field
8+ years of progressive experience in FP&A, financial analysis, or corporate finance
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)
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
Preferred
CPA and/or advanced degree in Finance, Accounting, or Business Administration preferred
Experience supporting financial planning, budgeting, and forecasting in a private equity-backed or complex, fast-paced environment preferred
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
Benefits
Competitive compensation package including 401(k) with elective and non-elective match opportunities
Lifestyle spending allowance program
Medical, Dental, Vision Insurance
Employer-paid life and disability insurance
Generous paid time off program
Company
Great Gray Trust Company
Great Gray Trust Company offers Collective Investment Trusts focused on retirement investments and acts as trustee for Great Gray Funds.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Barnett
President & Chief Executive Officer
Recent News
Company data provided by crunchbase