Associate Manager – FP&A

Financial Planning and Analysis – Manager/ Associate Manager Job Code FLSA Status EXEMPT Last Updated Date Job Business Unit Job Description Purpose Provide leaders and employees with information about the functions and requirements needed to perform the job. This must be read in conjunction with individual goals or competencies. This job description is used to evaluate the job and provide information for external interviews and internal postings. Job Purpose Provides a general summary of the job. The FP & A – Manager will serve as a strategic change agent within Principal Asset Management, helping to drive initiatives across Financial Management and Risk and Control domains. Financial Management oversight consists of proactive budget and expense management planning, oversight of committed activities and reporting within our Global Delivery location strategy, and close collaboration with business stakeholders to create a framework and model for unit costing of our functions. The Risk and Control domain focuses on key metrics that drive the health of our production BAU functions and ensuring reporting visibility into risk hotspots and solutions for mitigation. This role partners with stakeholders at all levels to break down intricate business processes and translate complex scenarios into clear, actionable strategies. The incumbent will lead and drive ownership along with Sr. Leaders of strategy, planning, and execution and ensure stakeholders are managed throughout the process to achieve collective and collaborative outcomes. Whether leading an initiative directly or potentially managing junior team members in support of deliverables/outcomes, the Manager will be looked upon as a leader who will provide thought leadership, influence decisions, and ensure all communication channels (formal and informal) are actively managed at all levels. Essential Functions Lists major actions performed in the job. Describes what occurs and the reason the action is taken. Provides impact of each action by indicating percentage of time spent performing the functions. Regular and predictable attendance is a required function of this position. Description % of Time Spent Operational Excellence · Champion continuous improvement and operational efficiency through financial management, risk management, and best practices. Plan and execute innovative operational delivery processes, including artificial intelligence (AI). · Manage team members (formally or informally) across business, operations, and technology to streamline workflows and enhance service delivery. · Foster a culture of accountability, agility, and innovation. Actively monitor industry developments and benchmark key business metrics vs. best practices. · Engage with Leadership at various level to understand the business functions, environment they operate in, assess key success criteria and propose ideas with the aim to implement them on ground. · Review the Operational framework, what’s working well, what could be improved to ensure financial discipline. 50% Stakeholder Engagement & Communication · Communicate complex strategies and progress updates to executive stakeholders with clarity and impact. · Serve as a key liaison between business, technology, and operations teams to drive decisions, influence consensus, and socialize perspectives. · Build and strengthen relationships with internal and external partners to drive alignment, foster cross-functional collaboration, and ensure continuous execution of key initiatives. Leverage strong interpersonal and communication skills to build trust, influence outcomes, and accelerate shared goals 20% Strategic Planning · Participate in the development and execution of multi-year operational strategy in close collaboration with leadership and cross-functional prioritization teams. · Champion business unit alignment by driving high-impact prioritization and resource allocation discussions, effectively aligning