Vice President, Financial Planning and Analysis

Responsibilities

• Help build a best-in-class FP&A capability—raising the bar on accuracy, timeliness, controls, and executive-ready insights
• Serve as a key finance leader during Oaktree’s transformation and integration with Brookfield, aligning planning, reporting, and performance management to evolving stakeholder needs
• Establish and continuously improve the finance operating rhythm, including standardized KPI dashboards, management reporting, and clear narratives that support decisive action
• Lead finance support for enterprise-wide strategic initiatives (new products, organizational changes, platform integration), translating complex business questions into actionable analyses and recommendations
• Promote data integrity and scalable processes by enhancing governance, documentation, and controls—while automating recurring reporting to shift the team’s time toward value-added analysis
• Partner with senior leadership in ensuring strong financial stewardship through budgeting, financial forecasting, strategy-level profitability, trend analysis and various ad hoc analyses
• Drive improvement within the Corporate Finance Department and the Finance Organization by implementing process enhancements and new technologies including assisting in and lead implementation of Workday Adaptive
• Mentor and provide guidance to direct reports and other team members to ensure high performance and accountability
• Influence outcomes and educate others by communicating important information in a clear and concise manner that is tailored to its audience
• Analyze the profitability of Oaktree’s business including expense allocations, margin metrics and growth opportunities
• Contribute to various aspects of the quarterly close process
• Support corporate financing activities, including preparation of materials for lenders and rating agencies
• Prepare quarterly reporting materials and other internal and external communication documents, including financial analyses for materials shared with Brookfield, the Board of Directors, and other key stakeholders

Qualifications

• 10+ years of corporate finance, FP&A, accounting, investment banking or consulting experience
• Experience in asset management or alternative asset management is a plus
• Proven leader with experience managing high-performing FP&A teams
• Outstanding analytical skills
• Expertise at preparing and reviewing complex financial models
• Advanced understanding of financial statements and accounting
• Expertise leveraging data & technology to drive process efficiencies and mitigate operational risk
• Strong working knowledge of Microsoft applications e.g., Excel, PowerPoint, SharePoint; and Familiarity with Workday, SAP BPC or other financial planning and analysis software is a plus