Vice President, Finance Technology

As VP of Fund Finance Technology, you own the strategy and roadmap for the Financial Planning Platform, guiding forecasting, scenario modeling, and strategic planning. You will partner with FP&A, Fund Accounting, and front-office teams to translate needs into scalable platform solutions. You become a trusted advisor to finance leadership, shaping how they plan, analyze, and decide. This role offers impact across governance-driven delivery, AI-enabled workflows, and cross-functional transformation within a growing finance technology initiative.

• Comprehensive Medical/Rx, Dental and Vision
• 401(k) with company match
• Flexible Savings Accounts (FSA)
• HSA with company contribution
• Life Insurance and Disability coverage
• Employee Assistance Program (EAP)

• Own the platform roadmap for forecasting, budgeting, scenario modeling, and strategic planning
• Collaborate with FP&A, Fund Accounting, Finance leadership, and investment teams to understand drivers, assumptions, and opportunities
• Improve speed, quality, and transparency of forward-looking analysis and scenario comparison
• Translate complex questions into intuitive platform solutions, analytics, workflows, and decision-support experiences
• Define vision, strategy, backlog, and investment priorities; lead discovery and translate needs into outcomes and acceptance criteria
• Make trade-offs across value, risk, timing, and delivery capacity in ambiguous environments
• Define success measures using adoption, business value, platform health, and delivery outcomes
• Develop working knowledge of platform data, models, formulas, calculations, and reporting outputs and work with users to identify improvements
• Identify AI-enabled opportunities and partner with Enterprise Technology to deliver practical AI-driven solutions
• Serve as primary product partner for FP&A, FA, and front-office stakeholders; build trusted relationships and communicate clearly

• 8+ years in product or technology leadership, product management, or related Finance Technology roles
• Exceptional product leadership across discovery, UX, roadmap, prioritization, adoption, and outcome measurement
• Experience owning an enterprise product from strategy through delivery and adoption
• Ability to work with forecasting, budgeting, scenario, and driver-based planning models
• Strong relationship-building and executive communication skills
• Hands-on ability with data, formulas, calculations, models, and platform configuration
• Strong analytical problem-solving, process design, and change adoption skills

• relationship-building
• communication
• influence without authority
• SQL
• Python
• Databricks