Finance Business Partner

As a Finance Business Partner, you will advise the business line on growth, investment priorities, and profitability, shaping strategic decisions with robust financial insight. You'll partner with senior leaders to forecast performance, evaluate opportunities, and build financial models that inform resource allocation and operating leverage. Your work enables data-driven decision making and cross-functional collaboration across Finance and Accounting. You'll help tell the story of the business through executive presentations and drive efficiency through tech-enabled insights.

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• 401(k) (50% employer match up to IRS limit)

• Serve as the primary finance advisor to business line leadership to influence growth and profitability decisions.
• Analyze complex financial and operational data to forecast performance and support strategy.
• Evaluate strategic investments and build thoughtful financial models.
• Lead financial reporting, analysis, and planning; create new frameworks where gaps exist.
• Partner with leadership to assess performance drivers such as asset growth, pricing, and productivity.
• Collaborate with Finance and Accounting to connect activities across the business.
• Prepare finance-focused Board and executive presentations with clear storytelling.
• Promote technology, automation, and AI to improve decision support and efficiency.
• Identify risks and opportunities through data analysis and propose actionable insights.
• Foster a collaborative, inclusive, knowledge-sharing environment.
• Support ad hoc deliverables with Corporate FP&A.

• Bachelor's degree in Finance, Economics, Accounting, Mathematics or related field.
• 12-15+ years of progressive corporate finance, FP&A, or strategic finance experience.
• MBA, CFA, or CPA designation is a plus.
• Financial Services background; Wealth or Investment Management experience preferred.
• Strong quantitative, analytical, data, and critical-thinking skills.
• Advanced financial modeling skills and experience, including AI usage.
• Ability to influence and partner with executives; strong communication and presentation skills.
• Proven ability to lead cross-functional projects and manage multiple priorities.
• Proficiency in Excel and PowerPoint; familiarity with Workday and Adaptive Planning desirable.
• Eligible to work in the United States without sponsorship.

• influencing and relationship-building
• communication and presentation
• cross-functional collaboration
• advanced financial modeling
• Excel
• PowerPoint