Senior Manager, Financial Planning & Analysis – IT Finance

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Senior Manager, Financial Planning & Analysis – IT Finance

Role Summary:
The Senior Manager, Financial Planning & Analysis (FP&A) – Technology is responsible for leading the financial planning, forecasting, and performance management activities for the Technology (IT) organization within a financial services enterprise. This role ensures strong financial discipline, transparency, and predictability across IT by overseeing budget cycles, monthly forecasting, variance analysis, and consolidation of financial results across technology pillars:  Change, Run and Protect.

Operating within the IT Finance Department of the Technology CAO organization, this role serves as a critical partner to IT leadership and Controllers, supporting informed decision‑making for the CIO, CAO, Systems Executive Committee, Systems Depts managers, etc.. while ensuring alignment with Funding Governance Committees, enterprise financial standards, regulatory expectations, and internal control requirements.

Key Responsibilities:
Lead and manage the IT organization’s monthly forecasting, financial close, and variance analysis processes ensuring accuracy, consistency, and audit‑ready documentation across all technology cost centers and portfolios.
 

Oversee annual budget development and multi‑year financial planning for Technology, including both operating expense and capital investment planning, in alignment with enterprise finance guidance.
 

Consolidate financial results across IT pillars, platforms, applications, and strategic programs to provide a comprehensive, enterprise‑level view of Technology run‑rate performance, trends, and outlook at the project and group levels.
 

Partner closely with IT leadership to translate operating plans, workforce strategies, and delivery roadmaps into clear financial forecasts and budget impacts.
 

Identify, analyze, and explain key cost drivers across Technology, including labor, contractors, managed services, vendor spend, infrastructure, and discretionary investments at the project and group levels.  While ensuring cost drivers alignment with Controllers P&L analysis.

Proactively surface financial risks, pressures, and cost optimization opportunities, providing fact‑based recommendations to Technology and Finance leadership.

Support Technology investment governance by providing financial analysis, scenario modeling, and validation for business cases, funding requests, and prioritization decisions.

Ensure disciplined management of capital versus expense treatment in accordance with enterprise accounting policies and regulatory standards.

Produce executive‑level financial reporting and analysis for CIO, CAO, CFO, and senior Technology leadership, clearly articulating variances, trends, risks, and forward‑looking projections.

Enhance forecasting models, planning assumptions, and reporting processes to improve forecast accuracy, transparency, and timeliness across the Technology organization.

Ensure alignment between Technology financial plans and enterprise Finance requirements, including controls, audit readiness, and regulatory reporting expectations.

Collaborate closely with other Technology CAO functions, including Workforce Strategy, Vendor Management, Strategic Programs, and Governance, to ensure integrated financial planning and consistent data.

Lead, coach, and develop FP&A managers and analysts, reinforcing strong analytical rigor, attention to detail, and effective executive communication.

Scope and Impact:
This role has enterprise‑level responsibility for financial planning, forecasting, and performance management across the Technology organization, encompassing operating expenses, capital investments, and run‑rate management. The Senior Manager directly influences Technology’s ability to operate within budget, meet financial commitments, and demonstrate strong financial governance in a regulated financial services environment.

Key Stakeholder Relationships:
CIO, CAO, and senior Technology leadership
Enterprise Finance / Controllers
Technology workforce, vendor, and business management teams
Investment governance and portfolio management forums
Risk, controls, and audit partners as required

Required Qualifications:
10+ years of experience in Financial Planning & Analysis, Technology Finance, or enterprise finance roles, preferably within financial services.

Strong financial modeling, analytical, and forecasting skills with experience managing complex cost structures and large, multi‑dimensional budgets.

Dynamic and experienced problem solver who can turn limited / ambiguous information into resolution by leveraging their network, analytical skills, data, and sound judgement
 

Demonstrated experience leading budgeting, forecasting, and variance analysis processes in a large, matrixed organization.
 

Proven ability to partner effectively with senior IT leaders and translate complex financial information into clear, actionable insights.
 

Strong written and verbal communication skills, including experience preparing executive‑level materials and presentations.
 

High attention to detail and a strong control mindset appropriate for a regulated environment.

Trusted to operate independently with a high degree of ownership, making decisions that align with strategic objectives and organizational values.

Consistently exhibits sound judgment, particularly in complex, gray‑area scenarios where tradeoffs must be thoughtfully managed.

Demonstrated ability to turn data into analysis and actionable recommendations for senior leaders to consider

Preferred Experience:
Experience supporting an IT organization within banking, asset management, insurance, or another regulated financial services industry.
Exposure to Technology investment governance, capital planning, and benefits tracking.
Experience working in environments with strong audit, regulatory, and internal control requirements.

Success Profile:
A successful Senior Manager, FP&A – Technology is a results‑driven leader who demonstrates strong ownership and accountability, applying sound judgment and analytical rigor to solve complex problems and deliver consistent outcomes. They are adaptable and proactive, thriving in change while anticipating risks and opportunities ahead of time. Business‑minded and forward‑looking, they connect team efforts to broader organizational goals and drive continuous improvement. Through exceptional commitment, work ethic, and effective people management, they lead high‑performing teams with clarity, discipline, and accountability.

Salary Range

$130,000 - $180,000

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.