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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