Manager, FP&A



B21010 - Finance
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Development, preparation and analysis of performance metrics and financial reporting for the Putnam Retail Management and Marketing and Communications divisions focusing on development and support projects.  Create new reports/reporting procedures and manage projects to proactively meet the needs of the business.   Develop and implement annual budgets and quarterly forecasts to ensure financial results represent an accurate account of activity for the fiscal year.   Monitor monthly and year-to-date financial performance in comparison to annual budget.  Provide ad-hoc financial analysis and reporting as needed.  Bachelor’s Degree and a minimum of six years of experience required.  Knowledge of SAP preferred.



  • Manage the accurate and timely financial reporting and analysis for assigned business unit(s).  Proactively determine financial needs and expectations of clients and develop an in-depth understanding of business goals through continual communication with management.  Ensure high level of financial support through the development of business models, creation and refinement of performance metrics and benchmarks and providing overall financial advice and expertise for assigned business unit.
  • Manage the development and implementation of annual budgets and monthly forecasts for assigned business unit(s) to ensure financial results represent an accurate account of expected activity for the fiscal year.  Ensure budgets and monthly forecasts are completed on a timely basis and represent management goals and expectations for the year.
  • Monitor monthly and year-to-date financial performance in comparison to annual budget.  Address potential financial concerns and issues with clients and Finance management along with providing recommend solutions. Coordinate ad-hoc financial analysis and reporting as requested by client(s) and Finance management.
  • Ensure that expenses in assigned areas are properly recognized and recorded timely.  Develop accrual entries for assigned areas on a monthly basis that adhere to GAAP.  Perform monthly, quarterly, and annual closing responsibilities as assigned.
  • Set department standards to drive constant improvement of Finance Division, share and implement new ideas to improve current operations and provide a higher level of service to clients.
  • Bachelor’s Degree, MBA/MSA preferred
  • 8+ years’ experience



  • Strong analytical skills obtained through demonstrated finance, accounting or business experience.
  • Strong written and verbal communication skills and strong presentation skills
  • Strong understanding of relevant system applications (i.e., MS Office, SAP, etc.)
  • Professional skills:  Project management, leadership, negotiating, influencing, judgement/decision making, relationship management
  • Strong time management and organizational skills to operate with a high level of autonomy
  • Local travel may be required based on business needs.
Deductive reasoning ability, advanced analytical skills and computer skills. Advanced communications skills, visual acuity at arm's length, the ability to support oneself in an erect position, standing or sitting. An ability to express and exchange ideas by means of the spoken word. The capacity to perform sedentary physical work using repetitive motions. An ability to hear with a low level of background noise. Specialized proficiency with minimal supervision. Leadership and supervision skills, capable of performing scheduling, control and planning and influencing skills. Requires an ability to deal with people, work precisely and possesses strong problem-solving skills. Will be subject to internal environmental conditions.

At Putnam we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also undertake to hire, develop and retain the most talented individuals by valuing the varied skills that you bring.


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