Job Description
Job Summary
The Finance Manager will support Advisor Distribution & National Accounts teams by leading business case development, financial modeling, and strategic analyses to drive business decisions.
Responsibilities
- Lead business case development for strategic projects.
- Provide financial models, sensitivity analyses, and executive briefings.
- Collaborate with Advisor Sales and other stakeholders on wholesaling strategy.
- Maintain complex financial models and interpret distribution structure.
- Deliver presentations to senior management including President, CFO, and Executive Team.
- Support market, industry, and competitive research.
- Coordinate cross‑functional finance support (Accounting, Tax, Analytics, Reporting).
- Lead business planning and forecasting, budgeting, and KPI development.
- Present business cases to executive committee for review.
- Develop and produce managemen...