Oaktree

Oaktree

Vice President, Financial Planning and Analysis

Los Angeles · Exec

Sponsorship not specified$160k-$200kDetected 6 days ago
Financial ModelingAccountingForecastingBudgetingExcelSAPFP&APerformance ManagementHRISLeadershipCommunicationMicrosoft OfficeSharePointCFA

About the role

  • Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management.
  • The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities.
  • The firm has over 1400 employees and offices in 25 cities worldwide.

Responsibilities

  • Help build a best-in-class FP&A capability-raising the bar on accuracy, timeliness, controls, and executive-ready insights
  • 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
  • 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
  • Support corporate financing activities, including preparation of materials for lenders and rating agencies; and
  • 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
  • Ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion

Requirements

  • 10+ years of corporate finance, FP&A, accounting, investment banking or consulting experience
  • Proven leader with experience managing high-performing FP&A teams
  • Expertise at preparing and reviewing complex financial models
  • Strong working knowledge of Microsoft applications e.g., Excel, PowerPoint, SharePoint
  • Self-starter with a proven ability to take initiative

Nice to have

  • MBA, advanced degree, or finance/accounting certifications such as CPA or CFA is a plus.
  • Experience in asset management or alternative asset management is a plus
  • Familiarity with Workday, SAP BPC or other financial planning and analysis software is a plus

Compensation

  • $160,000-$200,000 + discretionary bonus and comprehensive benefits package

Company info

  • We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought.
  • Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

Equal opportunity

  • Employment Policy
  • Oaktree is committed to diversity and to equal opportunity employment.
  • Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances.
  • This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.

Visa & Work Authorization

  • Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical
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This listing is sourced directly from Oaktree's careers page and normalized into a canonical job model.