Manager, Finance Data & Analytics

Manager, Finance Data & Analytics

- $170,000 - 190,000 + Bonus + Equity

- $60B Wealth/Investment Manager

- Remote but can go to the NY or NJ Office during the week.

- This is a split role between Technology (building/designing/implementing) and FP&A. You will work cross-functionally across FP&A, IT, and more to build scalable dashboards. Must have SQL, BI Tools experience.

- Aside from the Tech buildout, you will be relied on to deliver analytics and insights into the business, as well as figuring out use-cases for the data.

- It is a blend between Technology and traditional FP&A, but tilted to the Tech side. You'd essentially be a Tech + FP&A Architect.

Duties and Responsibilities

Finance Data Product Ownership

• Requirements & Prioritization: Manage finance data requirements and prioritize use cases to support corporate FP&A analytics and strategic reporting.
• Data Translation: Convert complex financial and business inquiries into structured data requirements, logic models, system attributes, and delivery specifications.
• Cross-Functional Collaboration: Partner closely with enterprise IT and Data Management teams on core data warehouse architecture and financial data repository initiatives.
• User Acceptance Testing (UAT): Serve as the primary Finance stakeholder for the testing, validation, and sign-off of all financial analytics and reporting outputs.

KPI Governance and Data Standards

• Metric Definition: Assist in defining, documenting, and governing key financial and operational metrics, including revenue drivers, net growth, and core performance indicators.
• Data Stewardship: Establish and maintain robust financial data standards, master business rules, and metadata requirements.
• Data Quality Assurance: Drive data quality, cross-system reconciliation, and data consistency across all financial reporting platforms.

Analytics and Insights

• Performance Analytics: Deliver advanced analytics and strategic insights regarding core business drivers, growth trends, and financial performance.
• Multi-Dimensional Analysis: Support segment-, channel-, and enterprise-level analysis to uncover portfolio trends, growth catalysts, and performance implications.
• Scalable Reporting: Assist in building automated, recurring reporting structures that support corporate management reporting, strategic finance, and executive decision-making.

Dashboard and Self-Service Enablement

• BI & Self-Service Support: Define business intelligence (BI) dashboard requirements and foster self-service reporting capabilities across business units.
• Process Automation: Spearhead the transition of finance analytics from manual data extracts and ad-hoc workarounds into repeatable, automated data pipelines.
• Operationalization: Support the deployment and scaling of recurring financial analytics and management reporting packages.
• Continuous Improvement: Identify ongoing opportunities to optimize reporting processes, improve analytical scalability, and enhance data usability for leadership and external stakeholders.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Additional disclaimer:

Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

• Virginia residents may access our state specific policies here.

• Residents of all other states may access our policies here.

• Canadian residents may access our policies in English here and in French here.

• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

· the individual's skill sets, experience and training;

· licensure and certification requirements;

· office location and other geographic considerations; and

· other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).