Manager, Expense Management

Job Description

Reporting to the Director, GWAM Retirement & Wealth Expenses, within the Retirement & Wealth CFO team, the Manager plays a key role in supporting Global Wealth and Asset Management (GWAM) Wealth business finance activities, incorporating actual, forecast, and plan expense reporting and advisory services. You will collaborate with the Expense Shared Service team, Wealth CFO team, and functional business partners, and possess the ability to work closely with people at all levels of the organization. In addition to ongoing business activities, this role provides opportunities to lend your skills and expand your talents, while supporting process improvement initiatives and other expense transformation activities within both GWAM and the overall Expense Shared Service team. Position Responsibilities: Deliver monthly expense reports to BU CFO, functional leaders, and other key stakeholders; ensure quality of data, and develop and maintain reporting which meets the needs of our customers. Provide value-added analysis along with clear and concise commentary on results for our customers. Demonstrate a strong technical understanding of the accounting for expenses including company policies and sufficient business knowledge to be able to verify and analyze information under review. Use appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work, and balance resource requirements to achieve solutions. Identify expense risk and opportunities and recommend and influence actions for functional business partners. Develop strong processes for preparation of robust expense forecasts to support management decision making. ​ Leadership and Team Development: Cultivate an innovative environment by supporting creativity and high-performance teamwork. Lead opportunities to collaborate across teams to innovate and drive continuous improvement initiatives. Model and encourage collaborative team behaviors (Get it done together, Share your humanity) Expand personal network and relationships within the business area supported and the finance teams and demonstrate you have leveraged these expanded partnerships in delivering business results. Drive continuous improvement in engagement throughout the organization. Required Qualifications: Accounting designation (CA, CMA, CGA, CPA) with 5 years of relevant experience in progressive accounting roles. University degree in business, finance or equivalent. Strong interpersonal skills with the ability to collaborate, negotiate and influence effectively. Self-starter with the ability to work independently, particularly in the area of using sound, independent judgment, problem-solving and analytical skills. Results oriented, able to manage expectations, work under tight deadlines and manage competing priorities. Excellent customer focus and commitment to quality. Strong business acumen with ability to communicate complex concepts and results in a clear, concise, easy to understand ma

Required Skills