Associate Director, Financial Planning & Analysis
Barings, Charlotte, NC, United States
Associate Director, Financial Planning & Analysis
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific. Job Summary This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaison with internal and external partner teams. Primary Responsibilities Support the ongoing delivery of financial results and reporting Understand and manage analyses for highly visible incentives compensation Provide analytical support on a wide range of projects and cross-functional initiatives Proactively develop improvements to processes using available tools and AI aids Qualifications Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance Bachelor's degree in accounting or finance required; MBA and/or CPA preferred Excellent analytical, communication (oral and written), and presentation skills Ability to work across all functions and levels of an organization Strong motivation, sense of urgency, high-level of energy, and problem-solving skills Takes ownership, responsibility for tasks and sees them through Advanced level of Excel and PowerPoint required Experience with Workday and Adaptive Planning a plus Experience with incentive compensation modeling a plus Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account Basic and Supplemental Life Insurance Spouse and Child Life Insurance Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific. Job Summary This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaison with internal and external partner teams. Primary Responsibilities Support the ongoing delivery of financial results and reporting Understand and manage analyses for highly visible incentives compensation Provide analytical support on a wide range of projects and cross-functional initiatives Proactively develop improvements to processes using available tools and AI aids Qualifications Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance Bachelor's degree in accounting or finance required; MBA and/or CPA preferred Excellent analytical, communication (oral and written), and presentation skills Ability to work across all functions and levels of an organization Strong motivation, sense of urgency, high-level of energy, and problem-solving skills Takes ownership, responsibility for tasks and sees them through Advanced level of Excel and PowerPoint required Experience with Workday and Adaptive Planning a plus Experience with incentive compensation modeling a plus Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account Basic and Supplemental Life Insurance Spouse and Child Life Insurance Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program