Global Finance Senior Manager - Enterprise Planning & Forecasting, Reporting & Analytics

Posted 8 Days Ago
Be an Early Applicant
Irvine, CA, USA
In-Office
185K-315K Annually
Senior level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Lead delivery and maturity of enterprise finance planning, forecasting, reporting, analytics, and data products. Build and coach a high-performing team, develop capability roadmaps, drive adoption of SAP Analytics Cloud and related platforms, and partner across Finance, Technology, and Data to deliver measurable business value through automation, advanced analytics, and scalable solutions.
Summary Generated by Built In

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

 

“I can influence my income.” 

 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. 

 

“I can lead a full life.” 

 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. 

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options 

  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love 

  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones 

I can succeed as a Senior Manager - Enterprise Planning & Forecasting, Reporting & Analytics.

As a Senior Manager - Enterprise Planning & Forecasting, Reporting & Analytics, you will lead the delivery and continued maturity of Global Finance’s planning, forecasting, reporting, analytics, platform enablement, and Finance data product capabilities through the Global Finance Hub. You will play an instrumental role in standing up a new capability center and drive the vision and culture of excellence. You will lead a high performing team to help translate Finance strategy into scalable, standardized, customer-centric solutions that improve decision-making, strengthen performance management, and deliver measurable business value across Capital Group.

Responsibilities

  • Lead the day-to-day delivery and maturity of enterprise planning, forecasting, reporting, analytics, platform enablement, and Finance data product capabilities.
  • Shape and execute capability roadmaps that translate Finance leadership priorities into clear plans, milestones, and measurable outcomes.
  • Build, coach, and develop a high-performing team focused on business value, innovation, accountability, and continuous improvement.
  • Advance driver-based and integrated enterprise planning through scalable delivery, process optimization, and adoption of SAP Analytics Cloud Planning and related platforms.
  • Oversee Finance data products so teams have trusted, reusable, business-ready data that supports reporting, analytics, AI, machine learning, and enterprise decision-making.
  • Partner across Finance, Technology, Data, and Transformation teams to align business needs, customer feedback, governance, architecture, adoption, and delivery priorities.
  • Champion AI, automation, advanced analytics, modernization, and scalable ways of working to improve Finance capabilities and simplify legacy processes.
  • Communicate priorities, progress, risks, outcomes, and business impact clearly to stakeholders and senior leaders.

I am the person Capital Group is looking for.

  • You are a proven leader with experience leading teams and capabilities in matrixed environments.
  • You bring deep experience in planning, forecasting, reporting, analytics, performance management, and business transformation.
  • You are a strategic thinker who can connect capability work to measurable business outcomes while maintaining disciplined execution and operational excellence.
  • You bring experience applying product management, product ownership, or capability management practices, including roadmap development, prioritization, and value realization.
  • You are customer-centric and focused on adoption, user experience, continuous improvement, standardization, and scalable delivery.
  • You bring knowledge of enterprise planning, analytics, reporting, and data platforms, including SAP Analytics Cloud Planning, SAP S/4HANA, Power BI, Databricks, or equivalent modern data technologies.
  • You are an effective communicator with strong executive presence, stakeholder management skills, and the ability to lead through influence and ambiguity.
  • You bring curiosity and a continuous learning mindset, with the ability to champion AI, automation, analytics, and modern ways of working responsibly.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“I can learn more about Capital Group.”  

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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Southern California Base Salary Range: $185,107-$314,682

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.


We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Skills Required

  • Proven leadership experience leading teams and capabilities in matrixed environments
  • Deep experience in planning, forecasting, reporting, analytics, performance management, and business transformation
  • Experience applying product management, product ownership, or capability management practices, including roadmap development and prioritization
  • Knowledge of enterprise planning, analytics, reporting, and data platforms, including SAP Analytics Cloud Planning, SAP S/4HANA, Power BI, Databricks
  • Experience advancing driver-based and integrated enterprise planning and process optimization
  • Ability to oversee Finance data products to ensure trusted, reusable, business-ready data for reporting, analytics, and AI/ML
  • Strong executive presence, stakeholder management, and communication skills
  • Proven ability to champion AI, automation, advanced analytics, modernization, and scalable ways of working

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

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The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

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