Managing Director, Head of Financial Planning and Anaylsis
CFA Institute, Boston, Massachusetts, us, 02298
Firm Overview:
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non‑discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary: The Managing Director, Financial Planning & Analysis will report to the Chief Financial Officer and will serve as a highly visible, key financial liaison to support and inform the CFO, Executive Management and Business Leaders across the Firm, as well as the broader finance function. The Director will have strong executive presence and comfort with board and executive level engagement and presentation.
This role is responsible for developing best in class financial planning, budgeting, forecasting, and meaningful systematic business reporting and analysis. The position will drive process improvement and automation leading to greater data efficiency; will support transformation initiatives, as well as provide advanced decision support tools, including the use of Artificial Intelligence. Critical qualities include a proven level of financial expertise, a seasoned business perspective and a strong partnering and collaborative working approach, to foster successful business outcomes.
Job Description: Primary Responsibilities
Deliver synthesized, and accurate and timely reporting for Board of Director and Executive Management presentations and analysis
Design and lead best practice forecasting, budgeting and multi‑year planning processes and outputs
Implement effective and standardized business reporting frameworks, processes and outputs; institute a continuous improvement and transformation culture
Deliver dependable forecast reporting to inform and influence financial results across the business, facilitating effective and efficient decision‑making
Develop performance‑oriented reporting, key financial indicators, and detailed assessments to identify trends, risks, opportunities, and drivers of financial performance
Advance the use of Artificial Intelligence to streamline reporting and analytics to drive efficiency and better outcomes
Provide insightful and reliable financial support, including robust financial reporting and informed analytics to Executive Management, Business Lines, and Regions
Build strong relationships and effectively engage with business leaders to understand the industry, financial markets, and key trends, to effectively determine the resulting forecast implications
Enhance and maintain client and business unit profitability reporting, including the design and management of comprehensive allocation rules
Provide financial support for business reviews, business plans, and other strategic initiatives
Lead and develop a high‑performing financial planning and analysis team that meets the increasing needs and requirements across the Firm
Provide effective direction to ensure strategic prioritization, quality control, and a sense of urgency
Apply seasoned judgment to ensure balance of leadership and autonomy as the team develops
Qualifications & Skills
15+ years of experience in Financial Planning & Analysis or Financial Reporting, with at least 10 years of supervisory experience – asset/wealth management industry background a plus
Bachelor's Degree in Finance, Accounting, or related field; advanced degree or relevant certification preferred (e.g., MBA, CPA, CFA)
Strong knowledge of and experience in the global financial services industry and financial markets; solid organizational design and business acumen
Strong executive presence; excellent written and verbal communication and presentations skills
Experience providing business plan financial analysis and insight, including return on investment and other financial metrics
Comprehensive P&L management including advanced forecasting and analytical skills; expert level of understanding and utilization of financial planning tools
Experience implementing process improvement and system automation; use of artificial intelligence a plus
Highly responsive, with a keen sense of urgency paired with a definitive emphasis on quality control
Demonstrated collaborative working style and ability to foster strong relationships to build trust across the organization, while maintaining and prioritizing a firmwide lens
Proven ability to direct a team across demanding and changing deliverables; strong commitment to excellence and professional growth for self and others
Base salary range for this role:
Pay Range Minimum: 231600 Pay Range Maximum: 315000
In addition to the listed salary range, this position is eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co‑workers.
#J-18808-Ljbffr
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary: The Managing Director, Financial Planning & Analysis will report to the Chief Financial Officer and will serve as a highly visible, key financial liaison to support and inform the CFO, Executive Management and Business Leaders across the Firm, as well as the broader finance function. The Director will have strong executive presence and comfort with board and executive level engagement and presentation.
This role is responsible for developing best in class financial planning, budgeting, forecasting, and meaningful systematic business reporting and analysis. The position will drive process improvement and automation leading to greater data efficiency; will support transformation initiatives, as well as provide advanced decision support tools, including the use of Artificial Intelligence. Critical qualities include a proven level of financial expertise, a seasoned business perspective and a strong partnering and collaborative working approach, to foster successful business outcomes.
Job Description: Primary Responsibilities
Deliver synthesized, and accurate and timely reporting for Board of Director and Executive Management presentations and analysis
Design and lead best practice forecasting, budgeting and multi‑year planning processes and outputs
Implement effective and standardized business reporting frameworks, processes and outputs; institute a continuous improvement and transformation culture
Deliver dependable forecast reporting to inform and influence financial results across the business, facilitating effective and efficient decision‑making
Develop performance‑oriented reporting, key financial indicators, and detailed assessments to identify trends, risks, opportunities, and drivers of financial performance
Advance the use of Artificial Intelligence to streamline reporting and analytics to drive efficiency and better outcomes
Provide insightful and reliable financial support, including robust financial reporting and informed analytics to Executive Management, Business Lines, and Regions
Build strong relationships and effectively engage with business leaders to understand the industry, financial markets, and key trends, to effectively determine the resulting forecast implications
Enhance and maintain client and business unit profitability reporting, including the design and management of comprehensive allocation rules
Provide financial support for business reviews, business plans, and other strategic initiatives
Lead and develop a high‑performing financial planning and analysis team that meets the increasing needs and requirements across the Firm
Provide effective direction to ensure strategic prioritization, quality control, and a sense of urgency
Apply seasoned judgment to ensure balance of leadership and autonomy as the team develops
Qualifications & Skills
15+ years of experience in Financial Planning & Analysis or Financial Reporting, with at least 10 years of supervisory experience – asset/wealth management industry background a plus
Bachelor's Degree in Finance, Accounting, or related field; advanced degree or relevant certification preferred (e.g., MBA, CPA, CFA)
Strong knowledge of and experience in the global financial services industry and financial markets; solid organizational design and business acumen
Strong executive presence; excellent written and verbal communication and presentations skills
Experience providing business plan financial analysis and insight, including return on investment and other financial metrics
Comprehensive P&L management including advanced forecasting and analytical skills; expert level of understanding and utilization of financial planning tools
Experience implementing process improvement and system automation; use of artificial intelligence a plus
Highly responsive, with a keen sense of urgency paired with a definitive emphasis on quality control
Demonstrated collaborative working style and ability to foster strong relationships to build trust across the organization, while maintaining and prioritizing a firmwide lens
Proven ability to direct a team across demanding and changing deliverables; strong commitment to excellence and professional growth for self and others
Base salary range for this role:
Pay Range Minimum: 231600 Pay Range Maximum: 315000
In addition to the listed salary range, this position is eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co‑workers.
#J-18808-Ljbffr