Strategic Finance Partner for Growth & Insights

Brown Advisory; Washington (District of Columbia); On-site; USD 176,000 - 209,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program

Financial wellness

Fitness event fee reimbursement

Gym membership discounts

Colleague Assistance Program

Telemedicine

Adoption Benefits

Daycare reimbursement

Life Insurance

Voluntary Life Insurance

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k) match

Job summary

Brown Advisory is seeking a highly driven finance professional to serve as a business partner for one of our two lines of business, reporting to the Head of Finance. This role offers exposure to senior leadership and opportunities to shape strategic decisions within a global investment‑management and advisory firm.

You will lead financial planning, analysis, and reporting, collaborating with cross‑functional teams to drive profitability, investment prioritization, and operating leverage.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics or related field.
• 12–15+ years of progressive corporate finance, FP&A, or strategic finance experience.
• MBA, CFA, or CPA designation is a plus.
• Financial Services background; Wealth or Investment Management experience is preferred.
• Excellent quantitative, analytical, data, and critical-thinking skills, coupled with sound business acumen and commercial operating judgment.
• Advanced financial modeling skills and experience required, inclusive of leveraging artificial intelligence.

Responsibilities

• Serve as the primary finance advisor to business line leadership, influencing decisions related to growth, investment prioritization, resource allocation, operating leverage, profitability, and financial planning.
• Analyze complex financial and operational data to generate insights, forecast future performance, and support strategic decision-making. Anticipate logical, potential next steps from both a finance and business perspective.
• Evaluate and support strategic investment opportunities and business cases, inclusive of building thoughtful financial models.
• Lead financial reporting, analysis, and planning; proactively create new frameworks where gaps exist.
• Partner with leadership to evaluate business performance drivers including asset growth, pricing, productivity, and operating leverage.
• Create and contribute to impactful finance and business-centric Board and executive presentations, inclusive of thoughtful storytelling and messaging.
• Champion the use of technology, automation, and artificial intelligence to improve decision support, forecasting, management reporting, and operational efficiency.
• Identify trends, risks, and opportunities through data and financial analysis; propose actionable insights.
• Support and foster a collaborative, inclusive, and knowledge-sharing environment.
• Partner with Corporate FP&A to complete ad hoc deliverables.

Skills

Executive partnership

Analytical thinking

Financial modeling

Data analysis

Presentation skills

Cross-functional

Excel

PowerPoint

AI in finance

Time management

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics or related field

MBA, CFA, or CPA designation

Tools

Workday

Adaptive Planning

Excel

PowerPoint

Job description

Brown Advisory is seeking a highly driven finance professional to serve as a business partner for one of our two lines of business, reporting to the Head of Finance. This role offers exposure to senior leadership and opportunities to shape strategic decisions within a global investment‑management and advisory firm.

You will lead financial planning, analysis, and reporting, collaborating with cross‑functional teams to drive profitability, investment prioritization, and operating leverage.