Manager, FP&AWe are seeking a strategic and hands-on Manager, FP&A to lead financial planning and analysis for our Retirement and Workplace Services business. This role requires deep experience in retirement/employee benefits and recordkeeping (401k and related plans), along with strong FP&A expertise and proven people leadership.
Responsibilities:
  • Lead budgeting, forecasting, and long-range planning for retirement and workplace services lines of business
  • Partner with executive leadership to drive financial insights, performance metrics, and strategic decision-making
  • Analyze revenue, fee structures, plan assets, and recordkeeping profitability
  • Develop and mentor a high-performing FP&A team
  • Support pricing strategy, cost management, and operational efficiency initiatives
Qualifications:
  • Experience in retirement services, employee benefits, and/or 401(k) recordkeeping
  • Strong FP&A background within financial services or workplace solutions
  • Proven people management and team development experience
  • Excellent executive communication and business partnering skills

Also on the board Same function, level within a rung

Level

Manager

Location

King of Prussia, PA

Occupation

Financial Managers

Industry

Pension Funds

Posted

today

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