Manager, finance analysis job description

Make an impact at Goodwin, where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. Our 1,800 lawyers across the United States, Europe and Asia excel at complex transactions, high-stakes litigation and world-class advisory services in the technology, life sciences, real estate, private equity and financial industries. Our unique combination of deep experience serving both the innovators and investors in a rapidly-changing, technology-driven economy sets us apart. Also a global destination for business professionals, Goodwin's team of professional staff was named the “Best Business Team” by The American Lawyer.

The Manager, Financial Analysis for Client Support (“Manager”) will report to the Director of Financial Analysis for Client Support (“Director”). The position will analyze and model transactions for matters originating primarily out of the firm's Technology Business Unit. In this role, the Manager will prepare financial models and schedules related to basic to moderately complex corporate transactions (including equity and debt financings, leveraged buy-outs, reorganizations, down rounds, alternative financings and mergers and acquisitions). The Manager will be responsible for the supervision and professional development of the Senior Analyst(s) and Analyst(s), and will also contribute to projects as requested by the Director.
What You'll Do:
Proactively gather and synthesize the data deemed necessary to accurately model corporate transactions Independently prepare, update and revise financial models related to corporate transactions Independently respond to inquiries from West Coast deal teams and escalate to Director as appropriate Create financial schedules for merger agreements Serve as mentor for Sr. Analyst(s) and Analyst(s) Supervise Sr. Analyst and Analyst work assignments and partner with Director to ensure a consistent level of productivity Assist in the annual review process for the Sr. Analyst(s) and Analyst(s) Work with Director to identify opportunities for professional development of Sr. Analyst(s) and Analyst(s) Work with Director to develop and implement quality control procedures Work with Director to develop and implement best practices around financial modeling Assist the Director with various administrative projects as needed Independently prepare waterfall analysis, allocation schedules and pro forma capitalization tables Manage and review the work of Senior Analyst(s) and Analyst(s) and approve for delivery to the Director and client teams Conduct ad hoc financial analysis with instruction from the DirectorSynthesize financial information and concepts that are communicated verbally and be able to create Excel models that clearly and accurately reflect the transaction economics Support internal reporting, training and knowledge management efforts

Who You Are:
The Manager, Financial Analysis for Client Support should:Possess a strong background in Financial AnalysisPossess intermediate to strong Microsoft Excel, Word, and PowerPoint skills Possess the skills necessary to manipulate large data sets in Excel7 or more years of professional experience with a focus on financial modeling Bachelor's degree in Finance, with a demonstrated high level of academic achievement Prior experience managing support staff preferred CFA preferred, but not required Possess a basic knowledge of various types of corporate entities and transactions Have an exceptional level of attention to detail and the ability to ensure accuracy and completeness Have the ability to manage multiple assignments simultaneously and meet deadlines Possess strong oral and written communication skills, a high degree of professionalism and the ability to lead and mentor staff Exercise excellent judgment and maintain the highest level of confidentiality Thrive in an entrepreneurial and fast-paced work environment Have the ability to work independently and as a collaborative team member Have flexibility to work often extended and unpredictable hours

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Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

Goodwin Procter LLP is an equal opportunity employer. This means that Goodwin Procter LLP considers applicants for employment, and makes employment decisions without unlawful discrimination on the basis of race, color, gender, gender identity or expression, age, religion, national origin, citizenship status, disability, medical condition, genetic information, marital status, sexual orientation, military or veteran status, or other legally protected status.
Please note: Various agencies of the United States government require employers to collect information on applicants and employees. The National Association of Law Placement (NALP) and certain clients request us to keep track of certain aggregate information regarding lawyers. EEO information requested on this application is for purposes of compliance with these recordkeeping and reporting requirements and to determine recruiting and employment patterns. Submission of this information is voluntary and refusal to provide it will not
subject you to any adverse treatment.

Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.
Description

At MassMutual, we're passionate about helping millions of people find financial freedom and this passion has driven our approach to developing highly interactive digital experiences for our customers. The Broker-Dealer Finance team provides accounting and finance support and oversight to MassMutual's home office registered broker-dealers and corporate investment advisors, including MassMutual's growing retail broker-dealer, MML Investors Services, LLC (“MMLIS”), which had customer assets of over $250 billion as of 12/31/2021.
To help us achieve our mission, we are hiring a Manager of Broker-Dealer Reporting & Analysis, to join our team in MassMutual's Corporate Finance division, reporting to the Head of Broker-Dealer Finance.

Our ideal candidate is an experienced finance and accounting professional with prior wealth management experience with an insurance affiliated or independent broker-dealer, who can see and communicate the big picture while being involved in the appropriate details. You'll use your skills to lead and develop a team of accounting and finance professionals in analyzing and reporting results for MMLIS and other related entities. You and your team's work will influence the direction and financial strategy for MMLIS. You're also someone who will build effective working relationships with operational, product and corporate partners.

Objectives of this role
Provide informative and actionable reporting and analysis that meets the needs of the business and drives insight into profitability and highlights opportunities Work effectively with finance partners in MMFA, SFBP, Treasury and other areas Partner with managers of MMLIS product lines to provide product level analysis Effective manage the capital of these regulated entities Develop annual budgets, earnings plans and quarterly forecasts Manage and report on direct expenses, driving expense savings Manage a team of 4 direct reports

Daily and monthly responsibilities
Manage, direct and coordinate the production and distribution of reporting and analysis, including but no limited to: Monthly dashboards of MMLIS results Monthly sales and asset reports Monthly product profitability analysis Monthly product line financial statements Monthly BRM submissions Quarterly audit committee and semi-annual subsidiary board of directors presentations Contribute to the quarterly MMFA QMR
Direct staff in the development and implementation of reporting and forecast processes and time lines Recommend new metrics and analyses to improve management's understanding of business performance and results and direct the related design and implementation Supervise the development of annual budgets and quarterly forecasts for expenses, earnings and other metrics, driving improved profitability Manage expense reporting to cost center owners & management and solicit forecast input, driving expense savings Effectively manage capital and quarterly dividend recommendations Collaborate with the broker-dealer accounting team to assist with monthly close deliverables and receive assistance with monthly reporting deliverables Review drafts of monthly financials and annual audited financials Develop team financial talent and bench-strength and manage employee development and training

Basic qualifications
Bachelors and/or Masters degree in Accounting or FinanceDue to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA Well-versed in GAAP accounting10 plus years of related work experience Prior experience leading a reporting/finance team Ability to manage complex financial, reporting and regulatory matters or processes Ability to develop, establish, and operate financial policies and procedures Ability to manage others well, to treat them with respect, and to balance corporate priorities with individual abilities

Preferred qualifications
Prior experience with an insurance-affiliated or independent broker-dealer preferred Series 27 Securities License (Financial and Operations Principal) preferred (or within six months of hire)

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Why Join Us.

We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

The main objective of this role is to provide the business with a financial expert who understands their unique operational needs and can advocate and support their objectives within and outside of Finance. This position will be the key business partner and financial liaison between the assigned business area and Finance. In tandem with the business, the Manager will collaborate across functional areas to drive profitable growth for UNFI through exceptional business partnership, deep understanding of business drivers and accurate financial reporting.
Job Responsibilities and Accountabilities:

* Partner with the business to identify key drivers impacting performance and participate in the development and execution of processes, projects, and/or plans to improve issues within the business and drive profitable growth.
* Lead, execute and own the annual budget process for assigned business area.
* This includes identifying key budget drivers, proposed budget scenarios and partnering with the business to ensure there is alignment, that the budget represents the objectives of the business.
* Deliver periodic forecasts for applicable area in partnership with the business adhering to timelines set by corporate.
* Analyze, document, and communicate variations between actual results and budget/forecast/prior year/etc. as needed.
* Performs other relevant job duties as required.

Job Requirements:

Education/ Certifications/or Equivalent combination of education training and experience:

* Finance/Accounting degree or equivalent professional experience
* 7 - 10 years of experience in financial and/or business analytic positions
* Budgeting and forecasting experience necessary
* Public company experiences preferred
* Demonstrated success in business partnership as well as leading and delivering solutions to complex business opportunities
* Outstanding communication skills
* Strong Strategic Planning, Financial and Operations / Business Background.
* Strong business acumen and analytical skills
* Financial modeling and analytic experience
* Must be self-driven and very motivated.
* Leads and directs the work of others across the company, without direct organizational line of authority.
* Excellent writing skills are required.
* Position also requires strong interpersonal skills, discretion, diplomacy, and judgment.
* Strong teamwork ethic, positive proactive flexible attitude ability to take complete ownership of responsibilities.
* Ability to work under pressure and time constraints as well as handle a number of tasks simultaneously required.
* Advanced skillset in Microsoft Office including Excel, PowerPoint, Word, Access and related software applications

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or protected veteran status. UNFI is an Equal Opportunity employer committed to creating an inclusive and respectful environment for all. - M/F/Veteran/Disability. VEVRAA Federal Contractor.

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Additional Information

* Additional Locations: United States of America, Minnesota, Eden Prairie
* Schedule: Full-time