Finance & Operations Manager at Sediwork handling financial and operational tasks for a growing software company focused on medical training efficiency.
About the role
- VP Financial Planning & Analysis leading strategic development of data infrastructure at Nuveen. Collaborates with finance leadership and technology teams to optimize data flow and accuracy.
Responsibilities
- Lead and execute strategic financial analyses and initiatives partnering with business and finance leaders.
- Develop and execute initiatives to improve data quality, infrastructure, planning and management reporting capabilities by partnering with finance, accounting, and technology teams to strengthen processes and tools.
- Lead initiatives to enhance data infrastructure, including evaluation and implementation of new technologies, and process automation to reduce manual data creation and eliminate duplicative reporting.
- Develop advanced analytics capabilities and dashboards that transform raw AUM and financial data into actionable insights for investment teams, client services, and senior leadership decision making.
- Design and implement efficient data processes that support real-time reporting, regulatory requirements, and client deliverables while maintaining the highest standards of data accuracy and integrity.
- Present data strategy recommendations and progress updates to leadership, including executive-level presentations on data initiatives, system enhancements, and organizational impact.
Requirements
- 5+ years of financial planning and analysis or corporate finance experience
- 7+ years preferred experience in financial planning and analysis or corporate finance experience
- BS/BA degree in Accounting, Finance, Data Science or Economics; an MBA, CFA, CPA or other advanced degree is preferred
- 6+ years of business management, data analytics or business intelligence with a preference for AUM reporting experience
- Outstanding written and verbal communication skills with ability to present technical concepts to non-technical stakeholders and influence decision-making at senior levels
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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