Assistant Vice President, Finance Product

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

The Assistant Vice President, Finance Product leads the design, governance, and optimization of Finance planning and decision‑support capabilities through effective use of Finance systems and technology. Reporting to the VP, Head of Finance Systems, this role partners closely with Financial Planning & Analysis to translate business requirements into scalable, systems supported solutions that enable budgeting, forecasting, and analysis across the enterprise. This role focuses on leveraging existing Finance platforms and new Finance technology investments to streamline and standardize planning capabilities, while ensuring ownership of financial outcomes remains with the Financial Planning & Analysis organization.

Essential Functions for this role include:

• Serve as Finance’s senior product leader for planning and decision support capabilities, acting as the primary intake point for Financial Planning & Analysis requirements related to budgeting, forecasting, workforce planning, allocations, and scenario analysis.

• Partner closely with Financial Planning & Analysis leadership to understand business needs and priorities, while maintaining clear separation between planning enablement and ownership of forecasts, targets, and financial narratives.

• Lead evaluation, rationalization, and optimization of Finance planning and analytics tools, including identifying opportunities to reduce duplication and better leverage existing vendor platforms.

• Translate Financial Planning & Analysis and Finance leadership requirements into scalable system configurations, workflows, and product enhancements aligned with the Finance Systems roadmap.

• Collaborate with the VP, Head of Finance Systems, to prioritize Finance product initiatives and ensure alignment with broader Finance technology and transformation strategies.

• Coordinate Finance Systems with IT, data teams, and external vendors to deliver integrated, reliable, and well governed Finance solutions.

• Establish and maintain governance, standards, and documentation for Finance planning capabilities to ensure consistency, transparency, and audit readiness.

• Drive simplification and standardization of planning processes by improving system utilization and reducing manual or fragmented approaches.

• Oversee and develop teams responsible for Finance product management, planning enablement, and related analytical capabilities.

• Lead change management, training, and adoption efforts to ensure Finance systems and tools are effectively used by Financial Planning & Analysis and Finance stakeholders.

• Monitor effectiveness of Finance planning solutions and recommend continuous improvements based on user feedback and business needs.

• Perform other duties as assigned.

If you have the following skills, we encourage you to apply:

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field required.

• Advanced degree or relevant professional certifications preferred.

• 10–12 years of progressive experience in Financial Planning & Analysis, finance transformation, Finance systems, or related roles.

• 5+ years of experience leading Finance planning enablement, product management, analytics, or systems‑supported initiatives.

• Familiarity with automation tools and data‑driven planning approaches using SQL and Python in Microsoft Fabric.

• Demonstrated experience partnering with senior Finance leaders and supporting enterprise‑level planning processes.

• Deep experience in FP&A, budgeting, forecasting, scenario planning, and financial modeling.

• Experience supporting planning processes in complex or multi‑stakeholder finance environments.

• Understanding of workforce planning and allocation methodologies.

• Strong collaboration, communication, and stakeholder management skills.

• Ability to translate planning requirements into practical, scalable solutions.

 To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions

• Flexible and hybrid work schedules to support work-life balance

• Tuition reimbursement to support continued education

• Professional and career development opportunities, including courses and certifications

• Comprehensive wellness programs promoting physical, mental, and emotional health

• Volunteerism initiatives to encourage community engagement

Click here to learn more about MissionSquare’s benefits.

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.