Sr. Manager, Financial Planning & Analysis (FP&A)

Location: Owings Mills, Maryland, United States; hybrid schedule with up to one day per week from home

Base salary: $110,000–$188,000 annually for Maryland, Colorado, Washington, and remote workers. Higher ranges apply to Washington, D.C., New York, and California.

Company

Global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Partner with Accounting and business stakeholders on actual results, budgets, forecasts, and financial reporting.
• Lead annual budgeting, quarterly forecasting, and long-range planning for the Investments organization.
• Analyze business-unit and product financials, including AUM and revenue components, to identify trends, risks, and opportunities.
• Build business cases, evaluate investment opportunities and cost-saving initiatives, and perform ROI, scenario, and sensitivity analyses.
• Present dashboards, reports, recommendations, and executive-level financial narratives to senior leadership.
• Coach and develop analysts while improving data integrity, reporting accuracy, automation, and process standardization.

Requirements

• Bachelor’s degree.
• 8+ years of relevant professional experience.
• Advanced financial modeling, analytical, problem-solving, and executive communication skills.
• Experience with financial reports, dashboards, and executive summaries; Power BI or Tableau experience is preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Applicants must have U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Experience in asset management, investment management, or financial services.
• Experience leading and developing teams through coaching, performance management, and talent development.
• Expertise in scalable, driver-based financial models and reporting automation.

Culture & Benefits

• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility and competitive compensation.
• Retirement plan and health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive workplace focused on collaboration, equal opportunity, and professional development.