Job Summary

The Finance Manager will support Advisor Distribution & National Accounts teams by leading business case development, financial modeling, and strategic analyses to drive business decisions.

Responsibilities

• Lead business case development for strategic projects.
• Provide financial models, sensitivity analyses, and executive briefings.
• Collaborate with Advisor Sales and other stakeholders on wholesaling strategy.
• Maintain complex financial models and interpret distribution structure.
• Deliver presentations to senior management including President, CFO, and Executive Team.
• Support market, industry, and competitive research.
• Coordinate cross‑functional finance support (Accounting, Tax, Analytics, Reporting).
• Lead business planning and forecasting, budgeting, and KPI development.
• Present business cases to executive committee for review.
• Develop and produce managemen...