Finance Planning and Analysis

Finance

We are seeking an experienced Finance professional who will be responsible for providing financial planning, analysis, and strategic decision support across the firm, with a particular focus on Technology. This colleague will work closely with the CFO, executive leadership, and department leaders to drive budgeting, forecasting, investment evaluation, business case development, and value realization. The role will help ensure the firm's strategic investments are aligned with business objectives, appropriately governed, and delivering measurable outcomes. The successful candidate will have the opportunity to influence a broad range of business and investment decisions while developing deep expertise in technology finance and strategic resource allocation.

Key Responsibilities

• Partner with business leaders across the firm to develop annual budgets, forecasts, and long-range plans.

• Own the official financial budget and forecast for Technology, ensuring alignment with the approved budget, contracts and headcount plan.

• Partner with Technology leadership to explain material variances, identify emerging budget pressures and assess tradeoffs.

• Collaborate with Technology to improve cloud and AI spend operating discipline and transparency.

• Establish and manage FP&A process discipline, including budget and forecast calendars, templates, input assumptions, controls, submission requirements, and consolidation of the Technology budget into the firmwide budget.

• Develop financial models and scenario analyses to support executive decision-making, enterprise-wide planning, and major technology or strategic investment decisions.

• Serve as the financial review and challenge function for significant investments, evaluating costs, benefits, risks, alternatives, and ROI.

• Collaborate with Procurement to implement efficient cost-saving strategies, optimize vendor contracts, and negotiate favorable pricing agreements 

• Partner with Technology on executive, Board, and management materials related to strategic investments, performance, forecast changes, and approval or escalation needs.

• Evaluate accounting, policy, and reporting treatment for technology and strategic investments in partnership with the Accounting team.
   

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field; CPA, CFA, MBA, or relevant finance certification a plus.

• 7+ years of progressive FP&A, corporate finance, investment analysis, or business finance experience, including experience supporting technology function.

• Strong expertise in financial planning, forecasting, investment analysis, budgeting, and business performance management, including experience supporting technology and other strategic functions.

• Experience with financial systems, FP&A platforms, and data analysis or visualization tools, such as Excel, Power BI, Tableau, ERP systems, Coupa, or Anaplan.

• Familiarity with technology, cloud, infrastructure, data, AI, or other strategic investment areas is helpful.

• Proven ability to develop financial models, ROI analyses, business cases, and scenario analyses to support strategic decision-making.

• Ability to synthesize complex financial and operational information into clear insights, recommendations, and executive-level materials.

• Excellent analytical, communication, stakeholder management, problem-solving, and organizational skills, with strong attention to detail.

The base salary range for this position is $90,000 - $240,000 per year.

Arrowstreet Capital operates a robust talent acquisition program, and we also seek to compensate and reward our employees competitively within our industry and in line with our merit-based culture. Our approach to total compensation includes base salaries and annual discretionary bonuses, as well as a robust benefits package. The determination of a successful candidate’s base salary placement within the listed range will vary based on the candidate’s relevant experience and qualifications (which may also include relevant certifications, credentials and other education), the job responsibilities and scope, the commensurate resulting level of the position and other relevant factors. The listed range is also an estimate, and additional information regarding base salary and other elements of total compensation offered by Arrowstreet Capital to successful applicants will be communicated during the recruitment process.  

Arrowstreet Capital is a Boston-based systematic investment firm that manages global equity portfolios for institutional investors around the world. 

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, genetic information, age, pregnancy, medical condition, disability, veteran or military status, marital status or any other characteristic protected by federal, state, or local law.

Arrowstreet Capital is committed to working with and providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation for any part of the employment process due to a disability, contact us to discuss the nature of your request and contact information.