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As a Manager in FP&A focused on management reporting and performance narrative, this role owns the design, evolution, and executive interpretation of the firm’s management and leadership reporting. The primary objective is to ensure leaders clearly understand what happened, why it happened, and what it means, enabling informed and timely decisions across the firm. This role is intentionally designed as a senior individual contributor position. Impact is driven through ownership, judgment, and executive partnership rather than people management. The Reporting Manager partners closely with finance leadership, planning and forecasting owners, and senior business leaders to translate financial performance into clear, leadership ready insight, ensuring management reporting remains a strategic asset as the firm scales.
Job Responsibility:
Own the design, structure, and ongoing evolution of management and executive reporting, ensuring reports clearly communicate results, drivers, risks, and business implications while answering real leadership questions that support decision making
Develop concise, leadership-ready performance narratives and reporting standards for monthly and quarterly reviews, defining what information matters most while translating financial outcomes into actionable insights and strategic guidance
Partner with FP&A Systems, Data, and Analytics teams to ensure reporting designs are supported by scalable and durable infrastructure
Identify opportunities to simplify, redesign, or retire reports as business needs evolve, improving insight density while reducing noise
Support results-focused decision discussions by framing tradeoffs, risks, and options tied to reported results, ensuring leaders clearly understand implications and next steps
Requirements:
8+ years of experience in financial planning and analysis, strategic finance, or related roles, ideally within financial services, proprietary trading, or technology-driven environments
Demonstrated success operating as a senior individual contributor with significant ownership and influence
Proven experience owning management or executive reporting with strong emphasis on narrative, insight, and decision relevance
Exceptional ability to synthesize complex financial information into clear, concise, leadership-ready messages with strong judgment around materiality, framing, and prioritization
Proven ability to operate independently in ambiguous environments and partner effectively with senior stakeholders
Experience collaborating with systems, analytics, or automation teams to translate reporting concepts into scalable solutions
Excellent written and verbal communication skills with a clear, thoughtful, and executive-appropriate style