In this newly created role, Hartford Funds is seeking a highly motivated and experienced leader to manage our Asset-Based Team. This team owns the sales forecast, revenue and certain variable expense P&L line items.
Responsibilities:
- Own the monthly sales and flows forecasting process.
- Responsible for analyzing revenue generated by investment products, both forecasted and actual.
- Review and own revenue sharing expenses and other variable expense line items on the P&L.
- Compile and interpret various profitability views to inform strategic decision-making.
- Cultivate relationships and processes with internal stakeholders to stay informed of key changes impacting the asset-based forecast.
- Stay abreast of industry trends to ensure our financial forecasts reflect the latest market dynamics.
- Undertake special projects and additional tasks as needed.
Qualifications:
- A bachelor’s degree in accounting or finance, or equivalent experience.
- A minimum of 10 years of finance and accounting experience, with a proven track record of success.
- Superior Excel modeling skills; ability to create flexible financial models.
- Proficiency in using rate, volume and mix analysis to derive meaningful insights.
- Comfortable working in a small, fast-paced, hands-on department.
- Proven experience in a similar role, preferably within the financial services industry.
