Manager, Finance Data & Analytics

Vaco Recruiter Services; New York (NY); On-site; USD 170,000 - 200,000; Full time

Job summary

Vaco Recruiter Services is seeking a Manager for Finance Data & Analytics in Manhattan, NY. The role involves owning finance data requirements for FP&A analytics, delivering analytics and insights, and supporting self-service reporting capabilities.

The ideal candidate will have 5–8+ years in finance analytics, a Bachelor’s degree related to Finance or Data Analytics, and ideally an MBA. This hybrid role requires expertise in finance metrics and SQL-based environments.

Qualifications

• 5–8+ years in finance-related analytics or business intelligence roles.
• Strong understanding of finance, performance metrics, and analytics.
• Experience with SQL and BI tools is preferred.

Responsibilities

• Own finance data requirements for FP&A analytics.
• Define and govern key finance metrics.
• Deliver analytics and insights for performance drivers.
• Support dashboard and self-service reporting capabilities.

Skills

FP&A analytics

Finance data analytics

Business intelligence

Decision support

SQL-based data environments

BI tools

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or Data Analytics

MBA or relevant advanced degree

Job description

Client: Financial Services Firm ($50 Billion AUM)

Role: Manager, Finance Data & Analytics

Salary: $170,000 - $200,000/annually + Bonus & Equity

Location: Manhattan, NY (Midtown) - Hybrid 2-3 days a week in office

Job Description

Finance Data Product Ownership

• Own finance data requirements and use-case prioritization for FP&A analytics and reporting needs.
• Translate finance and business questions into clear data requirements, logic, attributes, and output specifications.
• Partner closely with IT Data Management on EDH (Enterprise Data Hub) and Finance Data Warehouse-related requirements.
• Act as the finance-side owner for testing, validation, and acceptance of finance analytics outputs.

KPI Governance and Data Standards

• Help define, document, and govern key finance metrics including assets, NNA (Net New Assets), organic growth, production, and related performance measures.
• Establish and maintain finance data standards, business rules, and metadata requirements.
• Support data quality, reconciliation, and consistency across finance analytics outputs.

Analytics and Insights

• Deliver analytics and insights across assets, NNA, organic growth, production, and related performance drivers.
• Support advisor-, channel-, and enterprise-level analysis to identify trends, growth drivers, and performance implications.
• Help build scalable recurring outputs that support management reporting, strategic finance, and executive decision-making.

Dashboard and Self-Service Enablement

• Support dashboard / BI requirements and finance self-service reporting capabilities.
• Help move finance analytics from curated extracts and manual workarounds toward repeatable, scalable outputs.
• Support operationalization of recurring finance analytics and reporting outputs.
• Identify opportunities to improve reporting processes, strengthen analytical scalability, and enhance usability of finance analytics for leadership and business stakeholders.

Skills, Experience & Qualifications

• 5–8+ years in FP&A analytics, finance data analytics, business intelligence, decision support, or related roles.
• Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or a related field required.
• MBA or other relevant advanced degree preferred.
• Strong understanding of finance, performance metrics, and business analytics.
• Ability to translate business questions into data requirements and analytical outputs.
• Ability to present complex information in a clear, decision-useful format.
• Comfort working cross-functionally across finance, IT, and data teams.
• Experience with SQL-based data environments, BI tools, and analytical platforms preferred.
• Demonstrated process improvement mindset and experience helping scale reporting or analytics workflows preferred.
• Wealth management, financial services, or related industry experience preferred.