About AllianceBernstein
AllianceBernstein (AB) is a leading global investment management firm offering diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it is our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards challenging work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you are producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you are ready to challenge your limits and empower your career, join us!
About Corporate Planning & Analysis
The Finance Group at AB is looking for a Vice President of Financial Planning & Analysis. The position is part of the AB’s Financial Planning & Analysis (FP&A). The FP&A group is comprised of a team of approximately 25 professionals and plays an essential role in being a trusted business partner to the various businesses at AB.
This Vice President role will support AB’s Institutions Distribution Channel which is part of AB’s Client Group. The Client Group consists of AB’s Retail and Institutions Distribution Channels as well as the various service groups that support AB’s two largest businesses.
Reporting to the Senior Vice President and Head of Financial Planning and Analysis, this role is ideal for a financial analyst professional with an interest in analyzing data and making sound decisions, with a strong desire to manage details and deliver results. The successful candidate will be flexible with the ability to manage multiple projects in a demanding fast-paced environment. The individual will work closely with colleagues across Finance and the Client Group. Responsibilities for this position include:
Provide financial leadership and guidance to the Client Group SBU
Function as an advisor to the Client Group, supporting business decision making through financial information, forecasting, analysis, and insights
Analyze performance of existing products with a strategic lens and make recommendations on paths forward
Work closely with the Client Group’s COO and leadership team to help build-out strategic plans to drive greater performance in both revenue and margin
Manage the financial planning and analysis process, including budgeting, forecasting, and variance analysis
Develop and maintain financial models to monitor/analyze key financial metrics; analyze impact of business decisions on financial results
Develop and manage the planning tools for the Client Group; provide/review the various drivers for the monthly forecast and the Annual Strategic Plan.
Serves as the liaison between the Client Group and the Finance organization, ensuring that all financial processes and procedures are efficient and effective
Manage the Client Group allocation process
Prepare monthly/quarterly financial reporting packages for the Client Group
Produce ad-hoc financial analysis in support of the Client Group
The ideal candidate will have the following qualifications:
7+ years of experience in a Financial Planning & Analysis, Finance or Accounting position, preferably in the Investments industry
Bachelor’s degree or higher in Finance, Accounting, or a related field; MBA Preferred
Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders
Strong analytical, planning and project management skills
Strong financial modeling and analysis skills
Ability to think strategically and provide insights and recommendations to senior leadership
Strong technical skills: Advanced Excel, PowerPoint, and Word
Experience with either IBM Cognos Analytics and IBM Planning Analytics, formerly IBM TM1 and/or Workday Adaptive Planning a plus
People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
Location: Nashville, TN, USA
Nashville, Tennessee