Manager. Finance Data & Analytics

Vaco LLC • New York, New York, United States • 1d ago

Finance Data & Analytics Manager
Salary: $170,000 - $200,000 base plus Bonus & Equity
Location: Hybrid NYC Midtown

Position Overview
Join a fast-growing, premier financial services platform as the Manager of Finance Data & Analytics. Reporting to the Head of FP&A, this role will lead finance data requirements, KPI governance, finance reporting infrastructure, and scalable analytics capabilities supporting key business performance metrics.
This individual will partner closely with FP&A leadership, business stakeholders, and IT/Data teams to build reliable, scalable, and decision-focused finance analytics and reporting solutions that support enterprise growth and operational performance.

Key Responsibilities
Finance Data Product Ownership

Own finance data requirements and prioritization for FP&A analytics and reporting initiatives
Translate finance and business needs into clear data definitions, business logic, reporting requirements, and analytical outputs
Partner closely with IT and Data Management teams on enterprise data warehouse and finance reporting initiatives
Lead finance-side testing, validation, and acceptance of analytics and reporting outputs

KPI Governance & Data Standards

Define, document, and maintain governance for key financial and operational performance metrics
Establish finance data standards, business rules, and metadata requirements
Support data quality, reconciliation, and consistency across finance reporting and analytics outputs

Analytics & Business Insights

Deliver actionable analytics and insights across business growth, production, and performance drivers
Support advisor-, channel-, and enterprise-level analysis to identify trends and performance opportunities
Build scalable recurring analytics and reporting outputs that support executive decision-making and strategic planning

Dashboarding & Self-Service Reporting

Support dashboard development, BI reporting requirements, and self-service analytics capabilities
Help transition reporting processes from manual workflows to scalable, repeatable solutions
Identify opportunities to streamline reporting, improve usability, and enhance analytical scalability across finance

Qualifications

5–8+ years of experience in FP&A analytics, finance data analytics, business intelligence, decision support, or related fields
Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or related discipline required
MBA or other advanced degree preferred
Strong understanding of finance, KPIs, business analytics, and performance reporting
Ability to translate business questions into actionable data and reporting requirements
Strong communication skills with the ability to present complex information clearly and effectively
Comfortable collaborating across finance, IT, and data management teams
Experience with SQL-based data environments, BI tools, and analytics platforms preferred
Demonstrated process improvement mindset with experience scaling reporting and analytics workflows preferred
Experience within wealth management, financial services, or related industries preferred