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Strong brand and metro location but niche EPM/FP&A specialization reduces applicant density.
Requires FP&A and asset-management domain expertise, limiting transferability across industries.
Mandatory 7–10 years, specific EPM/BI tools, SOX controls and FP&A domain expertise increase filtering rigor.
Administer, configure, and enhance FP&A/EPM platforms including Adaptive Planning, Oracle Essbase, Power BI, and Tableau for financial planning, forecasting, and reporting.
Lead integration and data management efforts ensuring data completeness, reconciliation, and reliability across complex financial datasets in asset management contexts.
Drive delivery within Agile frameworks, collaborating with Finance, Technology teams, and vendors to resolve issues, prioritize backlogs, and support SOX controls and financial close processes.
7–10 years of experience in financial systems, FP&A technology, or Enterprise Performance Management (EPM).
Strong knowledge of FP&A in asset or investment management environments.
Technical proficiency in Workday Adaptive Planning or comparable EPM tools (e.g., Hyperion Planning), Power BI administration, Oracle Essbase, Tableau, SQL, and AI tools (e.g., Copilot).
Experience with Agile delivery, SOX/IT General Controls compliance, and financial consolidation, cost allocation, and profitability modelling.
Experienced in partnering with Corporate Finance and FP&A teams in asset or wealth management sectors to translate business requirements into scalable system solutions.
Able to lead problem definition and solution design for complex FP&A scenarios with an emphasis on automation, simplification, and reliability.
Comfortable working in global, cross-functional environments with strong communication across Finance, Technology, and business stakeholders.