Financial Planning & Analysis Lead
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Brown Brothers Harriman is currently recruiting a
Financial Planning & Analysis Lead
to join our Global Controllers team supporting the Investor Services business line. In this role you will be a true business partner with strong data, analytical and presentation skills who can support decision making through proactive, thoughtful, predictive, and data driven analyses. Responsibilities include leading the annual budget and quarterly forecasting cycles, monthly/quarterly management reporting, as well as working closely with senior management to review financial results and identify financial implications of investment strategies. You will also manage a team and will need to direct and prioritize resources to deliver on the strategic imperatives for Investor Services, as well as supporting key deliverables such as committee presentations, offsites, client profitability, etc.
Some of your key responsibilities include:
Lead financial analysis and decision support for the Investor Services business line, via board presentations, business reviews, product & pillar committees
Lead planning cycles (monthly forecasts / annual budgeting / strategic planning)
Construct and analyze a consolidated Investor Services budget, monitor the actual results of operations, research variances or trends
Prepare monthly financial reports and analyses; present findings and recommendations to senior management
Process reengineering of internal processes to ensure best practices are being followed and that processes are fully optimized
Support financial analysis of business opportunities including acquisitions or divestitures, alliances, new products, and/or partnerships. Monitor new opportunities to determine that progress against projections and keep leadership informed
Ensure that all financial/statistical reporting that is prepared by the team is done so in a timely and accurate manner
Qualifications:
BA/BS degree and similar job experience (MBA preferred)
10+ years of relevant work experience
Thorough knowledge of financial services industry
Strong written and oral communication skills
Strong organizational and analytical skills
Advanced Excel required
Knowledge of Hyperion preferred
Strong presentation and influencing skills
Analytical mindset / intellectually curious
Strong management & leadership skills
This role is based in our Boston location and is a hybrid role, with three days per week in office.
What We Offer:
A collaborative environment that enables you to step outside your role to add value wherever you can
Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
A culture of inclusion that values each employee's unique perspective
High-quality benefits program emphasizing good health, financial security, and peace of mind
Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
Volunteer opportunities to give back to your community and help transform the lives of others
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
About Us
Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia.
BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.
This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.
As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.
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