Overview
Manager / Associate Director, Finance Data & Analytics Jobs in United States at Steward Partners
Title: Manager / Associate Director, Finance Data & Analytics
Company: Steward Partners
Location: United States
Company Overview:
Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.
Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence.
Position Overview:
Reporting to the Head of FP&A, this role will serve as a leader within the FP&A organization, with primary responsibility for the Finance Data & Analytics pillar. The role is responsible for finance data requirements, KPI governance, finance-facing EDH / Finance Data Warehouse requirements, and the operationalization of finance analytics supporting assets, NNA, organic growth, production, and related business performance insights. The role will partner closely within FP&A, business stakeholders, and IT Data Management to build more scalable, reliable, and decision-useful finance analytics and reporting capabilities.
Duties and Responsibilities:
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 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, 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 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
Reports To:
Executive Director, Head of FP&A
Direct Reports:
TBD
