Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023. 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 1,200 employees and offices in 22 cities worldwide.
For additional information please visit our website at
www.oaktreecapital.com
Responsibilities
The Vice President, Financial Planning and Analysis (FP&A) will be a senior member of the team responsible for financial planning and analysis at Oaktree. Responsibilities for this role will include
- Partner with senior leadership in ensuring strong financial stewardship through budgeting, financial forecasting, strategy-level profitability, trend analysis and various ad hoc analyses.
- Improve decision-making by analyzing the financial and non-financial impact of various business and/or strategic alternatives.
- Drive improvement within the Corporate Finance Department and the Finance Organization by implementing process enhancements and new technologies.
- 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
- Understand the components, drivers and evolution of Oaktree's expenses and revenues and forecast them accordingly
- Contribute to various aspects of the quarterly close process
- Analyze the profitability of Oaktree's business including expense allocations, margin metrics and growth opportunities
- 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.
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
- Ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
- Expertise at preparing and reviewing complex financial models
- Advanced understanding of financial statements and accounting
- Experience 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.
Personal Attributes
- Self-starter with a proven ability to take initiative
- Responsible and results-oriented with a strong work ethic and sense of dedication
- Excellent interpersonal, verbal, and written communication skills
- Works well under pressure and with time constraints
- Outstanding organization skills with high attention-to-detail
- Team-oriented with strong integrity and professionalism and
- Must be able to handle highly confidential information and situations with professionalism and tact.
Education
Bachelor's degree from a top college or university. MBA, advanced degree, or finance/accounting certifications such as CPA or CFA is a plus.
Base Salary Range
$165,000-$195,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
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. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.