What are the responsibilities and job description for the Senior Financial Analyst position at Allspring Global Investments?
COMPANY
Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
The Senior Financial Analyst will work closely with Finance leaders and other business partners to lead matters pertaining to budgeting/forecasting, business analysis, and financial reporting, as well as executive level management information and presentations. You will also provide coaching and direction to more junior members of the team. Strong collaboration and communication with internal business partners is a critical component to success in this role.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Charlotte, NC
RESPONSIBILITIES
- Partner with US Distribution leadership to provide ongoing reporting, forecasting, and annual budgeting support
- Partner with the Distribution Analytics team to ingest, reconcile, and analyze upstream sales data for reporting and planning purposes
- Conduct deep dives into distribution-related revenue streams and expense allocations, including enhanced reporting tied to client segments, asset classes, and strategy buckets.
- Map and document data sources and aggregation processes across distribution systems; identify opportunities to streamline workflows and enable self-service analytics for stakeholders.
- Lead and structure cost benefit analysis, project business cases, and other decision support for material decisions facing Allspring and business leaders.
- Present as credible, confident and capable in all interactions
- Protect operations by maintaining strict confidentiality of company financial information.
CANDIDATE
Seeking a candidate with strong finance business partner abilities, with experience directly supporting senior leaders within a business unit. Additionally, seeking experience in monthly/quarterly forecasting and annual budgeting, preferably for a sales/distribution organization. Strong technical skills are preferred, and may include Oracle/EPM, profitability modeling, workforce planning, and variance analysis.
REQUIRED QUALIFICATIONS
- Bachelor's degree in Accounting or Finance, CPA, CFA, and/or MBA a plus
- 5 years of relevant finance and/or accounting experience, preferably in the asset management industry
- Highly collaborative, consultative, results oriented, and innovative solutions seeker
- Self-motivated, independent, flexible, adaptable in a fast paced, growth-oriented environment
- Experience with Oracle EPM suite and Smart View/Essbase is strongly preferred
- Strong technical skills with MS Office suite
- Proven experience in financial planning, forecasting, and analysis
- Strong knowledge of financial modeling and budgeting techniques
- Exceptional organization and planning skills are a must
- Outstanding written, verbal, communication, and presentation skills
Base Pay Range: $130,000 - $150,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
#LI-KC1
#LI-Hybrid
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.