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Manager, Finance Data & Analytics

Vaco
$170,000.00 - $200,000.00 / yr
United States, New York, New York
May 26, 2026
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.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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