Focus Capital Markets

Technology Financial Planning & Analysis Manager (Top Asset Manager)

NEW YORK, NYPosted 25 days ago

Job summary

  • Job post source

    This job is from a recruiting firm hiring for a separate company.

  • Job overview

    The Technology Financial Planning & Analysis Manager role supports a major asset management firm's digital transformation by managing technology-related financial planning and analysis to optimize budgets and ROI.

  • Responsibilities and impact

    The role involves overseeing annual budget planning, monthly forecasting, vendor contract oversight, IT cost chargebacks, project spend management, and delivering monthly budget reports and KPI metrics to finance and engineering stakeholders.

  • Experience and skills

    Candidates need 5+ years of FP&A experience focused on technology expenses, proficiency with OneStream and/or Apptio, preferred skills in Excel, VBA, SQL, strong communication abilities, and a relevant bachelor's degree; quantitative finance experience and NYC location are pluses.

  • Work environment and culture

    The position offers flexible work options including fully remote or hybrid in NYC, and is part of a large-scale digital transformation at a top asset management firm with $450 billion under management.

  • Company information

    The company is a top asset management firm managing over $450 billion, currently undergoing a significant multi-year digital transformation.

  • Job location and travel

    The job can be fully remote or hybrid if located in the NYC area.

  • Unique job features

    This role uniquely offers the chance to contribute to a large-scale digital transformation at a leading asset management firm, using advanced financial management software like OneStream and Apptio.

Company overview

Focus Capital Markets is a global financial services firm specializing in investment banking, asset management, and advisory services. They generate revenue through fees from underwriting, trading, and managing assets for institutional clients. Founded in the early 2000s, the company has grown rapidly by leveraging technology and innovative financial solutions. Notably, they played a significant role in several high-profile mergers and acquisitions, establishing themselves as a key player in the financial industry. Their commitment to client-centric strategies and market expertise has earned them a reputation for reliability and excellence.

How to land this job

  • Position your resume to emphasize your 5+ years of FP&A experience with a focus on technology expenses, highlighting any direct involvement with budget planning, forecasting, and vendor contract management.

  • Highlight your proficiency with financial management software like OneStream and Apptio, along with your Excel, VBA, and SQL skills to demonstrate your technical capabilities essential for this role.

  • Apply through multiple channels including Focus Capital Markets' corporate careers page, LinkedIn, and relevant job boards to maximize your visibility and increase your chances of landing an interview.

  • Connect with professionals in the technology finance or FP&A divisions at Focus Capital Markets on LinkedIn; use ice breakers such as commenting on the firm's digital transformation initiative or asking about their experience working on technology budgets.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'FP&A,' 'OneStream,' 'Apptio,' 'technology expenses,' 'budget forecasting,' and 'vendor contract oversight' to ensure your resume passes initial automated screenings.

  • Leverage Jennie Johnson's Power Apply feature to automate tailoring your resume, identify multiple application sources, and find relevant LinkedIn contacts, freeing up your time to prepare for interviews and network effectively.

Jennie Johnson works for you!

Here’s what we do to make sure you’re successful:

  • Targeted Resume Revamp:

    We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.

  • Job Description Dissection:

    Unpack the job posting with expert analysis, ensuring your application hits every key requirement.

  • Bespoke Cover Letter:

    Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.

  • Interview Mastery:

    Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.

  • Direct Application Insights:

    Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.

  • Skills and Gaps Assessment:

    Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.

  • Personalized Email Pitch:

    Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.

  • In-depth Research Guide:

    Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.

  • Detailed Company Analysis:

    Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.

  • Strategic Candidate Overview:

    Understand your unique value and why companies would want to interview you, highlighting your background and positioning.