FP&A Manager, North America

**Role Description**

Reporting to the Group Head of FP&A, own and lead end‑to‑end **management reporting, forecasting, budgeting and performance insight** for North America, ensuring timely, accurate and *board‑ready* outputs that support effective decision‑making by the NA CFO, regional leadership and Group Finance.

**Management Reporting & Performance Cycles**

• Own North America **Monthly Flash and MBR** reporting, including governance, timelines, inputs/outputs and review cadence.
• Lead monthly **forecasting (FYF), Risks & Opportunities and Client Revenue** cycles, providing high‑quality variance analysis and clear executive narrative.
• Ensure all outputs are **CEO/CFO ready**, with concise messaging, clear movements and actionable insights.

**Planning & Budgeting**

• Lead delivery of North America **budget and multi‑year plans**, including plan refreshes and full budget cycles.
• Coordinate business inputs, challenge assumptions, and deliver decks explaining movements vs prior plans.
• Work closely with Treasury to ensure aligned assumptions and submissions.

**Insight & Decision Support**

• Provide analytical insight on financial and commercial performance to the North America LT.
• Deliver ad‑hoc MI and analysis in support of strategic and commercial decision‑making.

**Transformation, Systems & Process**

• Support ongoing refinement of reporting and allocation methodologies post‑implementation.
• Ensure North America readiness for planning systems (e.g. **Anaplan**) including training and dry‑runs.

**Cashflow, Treasury & External Reporting**

• Own FP&A cashflow inputs and forecasting processes, ensuring alignment with Treasury.
• Lead North America MI provision for **ratings agencies, lenders and other external stakeholders**.

**Leadership & Ways of Working**

• Lead, develop and coach the FP&A team; set objectives, run regular 1:1s and ensure delivery to expectations.
• Act as a senior finance leader, working as **“one team”** across FP&A and wider Finance with strong ownership and accountability.

**Success Measures**

• On‑time, high‑quality reporting with minimal rework and strong stakeholder confidence.
• Clear, decision‑useful executive commentary across all reporting and planning cycles.
• Smooth delivery of planning cycles and reporting transitions with strong governance.
• Well‑led, effective FP&A team delivering consistent, reliable outputs.

**Experience Required**

• CPA designation strongly preferred
• 7-10 years of progressive finance experience, including 3-5 years in FP&A or a similar commercial or leadership role
• Advanced working knowledge of Microsoft Excel, including complex formulas and financial modelling
• Strong analytical skills with the ability to interpret data and translate it into meaningful business insight
• Excellent communication skills with the ability to build strong relationships at all levels of the organization
• Experience working in a fast-paced environment with evolving business requirements
• Ability to manage workload effectively and meet deadlines
• Commercial mindset with initiative and the ability to think laterally

**What FNZ offers:**

• A competitive base salary, bonus, and paid time off.
• FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
• Employer-paid medical, dental and vision insurance, and more.
• We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.
• Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
• Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

#LI-RR1

*About FNZ*

*FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.*

*We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.*

*We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).*

*Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.*