FP&A Manager

About the role

Morningstar Wealth’s FP&A team is seeking an FP&A Manager to serve as the finance lead for the US Investment Management business. This role sits at the center of strategic and financial decision‑making and is responsible for owning the credibility, clarity, and consistency of financial performance narratives provided to senior leadership. It reports to the Director of Financial Planning & Analysis and requires four days a week in the Chicago office.

Responsibilities

• Financial Ownership & Planning – Own the end‑to‑end financial planning, budgeting, forecasting, and reporting processes for the US Investment Management business; lead budget, forecast, and long‑range planning in partnership with business leaders; act as primary finance partner for US Investment Management leaders, providing guidance on tradeoffs, risks, and financial implications.
• Performance Management, Variance Analysis & Storytelling – Own monthly and quarterly performance reviews; produce credible, executive‑ready variance explanations that identify primary drivers, separate signal from noise, and articulate implications; independently validate assumptions and push back on weak explanations; ensure consistent variance taxonomy and high analytical standards.
• Business Partnership & Judgment – Develop deep understanding of Investment Management business operations, revenue models, pricing mechanics, and cost drivers; translate complex financial results into clear narratives that inform leadership decisions; serve as trusted advisor balancing partnership with appropriate challenge.
• Process Improvement & Team Leverage – Improve FP&A processes, templates, and controls to enhance efficiency, accuracy, and scalability; act as quality gate for FP&A outputs; embed AI‑enabled tools and repeatable workflows where appropriate; partner with global FP&A colleagues to raise standards; identify opportunities to use AI and automation to streamline forecasting, variance analysis, reporting, and recurring workflows while maintaining controls.

Qualifications

• 7+ years of progressive experience in FP&A, corporate finance, or related roles
• Bachelor's degree
• Demonstrated experience owning financial performance narratives and presenting to senior leadership
• Strong business acumen with ability to connect financial outcomes to operational drivers
• Proven ability to challenge assumptions constructively and protect credibility of finance outputs
• Experience in asset management, wealth management, or financial services preferred
• Advanced Excel and PowerPoint skills
• Comfortable exploring and applying AI‑enabled capabilities in an FP&A context, including automation, scenario analysis, narrative generation, and analytical quality checks

Benefits

• Financial Health: 100% 401k match up to 6% of salary; Stock Ownership Potential; Company‑provided life insurance – 1x salary + commission
• Physical Health: Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company‑provided HSA contributions (up to $500‑$2,000 annually) for specific plans; Additional medical Wellness Incentives – up to $300‑$600 annual; Company‑provided long‑ and short‑term disability insurance
• Emotional Health: Trust‑Based Time Off; 6‑week Paid Sabbatical Program; 6‑Week Paid Family Caregiving Leave; Competitive 8‑24 Week Paid Parental Leave; Adoption Assistance; Leadership Coaching & Formal Mentorship Opportunities; Annual Flex Stipend – $1,000 annually for personal education & well‑being expenses; Tuition Reimbursement
• Social Health: Charitable Matching Gifts program; Dollars for Doers volunteer program; Paid volunteering days; 15+ Employee Resource & Affinity Groups

Pay

Total Cash Compensation Range: $121,400.00‑$186,150.00 (inclusive of annual base salary and target incentive)

Schedule

Hybrid work model: four days in‑office each week (Chicago office) with flexibility to engage meaningfully with global colleagues.