FP&A Manager (Investment Management)

Location: Chicago, United States; four days per week in the Chicago office

Total cash compensation: $121,400–$186,150 annually, inclusive of annual base salary and target incentive.

Company

hirify.global Wealth provides investment products, data, research, analytics, and technology solutions to advisors, individuals, and businesses.

What you will do

• Own end-to-end financial planning, budgeting, forecasting, and reporting for the US Investment Management business.
• Lead budget, forecast, and long-range planning in partnership with business leaders.
• Produce monthly and quarterly performance reviews with credible variance explanations and clear business implications.
• Serve as the primary finance partner for Investment Management leaders, advising on tradeoffs, risks, and financial impacts.
• Improve FP&A processes, templates, controls, and analytical standards across geographies.
• Identify and implement AI-enabled tools and automation for forecasting, variance analysis, reporting, and recurring workflows.

Requirements

• 7+ years of progressive experience in FP&A, corporate finance, or a related field.
• Bachelor’s degree.
• Experience owning financial performance narratives and presenting to senior leadership.
• Strong business acumen and the ability to connect financial outcomes with operational drivers.
• Ability to challenge assumptions constructively and protect the credibility of finance outputs.
• Advanced Excel and PowerPoint skills, with comfort applying AI-enabled capabilities in FP&A.

Nice to have

• Experience in asset management, wealth management, or financial services.

Culture & Benefits

• Hybrid work model with regular in-person collaboration and four office days per week in most locations.
• 401(k) matching of up to 6% of salary and potential stock ownership.
• Medical, dental, and vision coverage, HSA contributions, wellness incentives, and disability insurance.
• Trust-based time off, paid sabbatical, family caregiving and parental leave, and adoption assistance.
• Leadership coaching, mentorship, tuition reimbursement, and an annual flex stipend.
• Employee resource groups, charitable matching, and paid volunteering opportunities.