Finance Manager

Overview

Provides business planning, forecasting, data-driven decision analysis, and financial performance measurement for all business units and asset segments of Fort Washington. Leads the annual budgeting process and evaluates variances to budget throughout the year. Oversees the FWIA invoicing process. Analyzes and communicates quarterly financial results to both Fort Washington and Western & Southern senior management. Develops and maintains critical management-decision-making analytical tools, suggests and implements cost-saving projects, and works on special projects as needed. Creates highly confidential analyses in support of new business initiatives and potential acquisitions. Chairs or supports multiple working committees within Fort Washington. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates when appropriate.

Responsibilities

What you will do :

• Provides leadership for the business and executes key initiatives for executive management.
• Develops annual, three-year, and (in some cases) five-year business plans using a well-documented and mechanized financial model. Constructs annual budget and supplies monthly variances to senior leadership.
• Develops, implements and reports business unit profitability and performance measures with an emphasis on deep coverage of the Private Equity and Private Client business units.
• Chairs the Best-execution Committee. Facilitates work in support of the Fort Washington Risk Management Committee. Co-chairs the FW Treasury Committee. Co-chairs the FW Op-ex Committee.
• Acts as main liaison for the annual LLC audits with the external auditor, custodian, and internal stakeholders.
• Develop and oversee a holistic sales reporting paradigm that accurately captures sales of all FW strategies inclusive of all delivery vehicles (SMA, funds, ETFs, CITs, etc).
• Develops decision analysis tools necessary to help manage and grow the business.
• Identifies and implements process and cost improvements.
• Prepares and communicates Scorecard commentary quarterly for each business unit supported.
• Fulfills investment advisory duties in a fashion that supports a culture of compliance.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

Work Setting / Position Demands :

Travel Requirements :