Manager, Finance & Strategy

Manager, NAFS Strategy and Finance


Job Summary

GLG is seeking a Manager, Strategy and Finance, to help accelerate the growth of our Americas Financial Services (“NAFS”) business.  NAFS is the oldest, largest and most profitable business unit at GLG. NAFS clients include the world’s leading financial investment firms, comprised of hedge funds, private equity and venture capital firms, mutual funds and investment banks. NAFS professionals work closely with clients conducting research across all industries, creating customized solutions for their specific learning needs.  NAFS has recently achieved tremendous success and is on track to deliver robust growth over the next 3-5 years.


This role reports to the Vice President of Strategy and Finance, and provides continuous exposure to NAFS Senior Management (General Manager, Head of Business Development, Head of Research), as well as other GLG top-executives (CEO, CFO, Head of Strategy).  The Manager will collaborate with a team of two Senior Analysts as well as other GLG professionals from the Finance, Strategy or Business Intelligence teams.


Specific responsibilities include (but are not limited to):


Project Management / Initiative Lead

The Manager will be responsible for leading operational, financial and strategic initiatives from A to Z, including strategy design, recommendations implementation and performance tracking solutions rollout.  This work will be conducted under the supervision of the Vice President of Strategy and Finance, with the expectation that the Manager will gradually become fully autonomous, require limited guidance, prioritize their work in a strategic manner and be held accountable for meeting project deadlines.



The Manager will develop analytical frameworks to assist both the Board of Directors and GLG Senior Management with decisions on short and long-term strategy and operating plan.  They will assess and lead cross-functional projects requiring close coordination across multiple departments: Research, Finance, Strategy, Marketing and Business Intelligence.  They will conduct comprehensive analyses and presentations to support their recommendations.   


Business Development, Pricing and Packaging, Deal Structuring

They will participate in the launch of new products, the design of pricing frameworks, and the execution of business development initiatives.  They will evaluate competitive installations, optimize Research and Sales executives’ territory coverage, and develop approaches to drive growth across regions and client segments. They will provide support on complex deal structuring and participate in account maps and Value Reports drafting.  Under the supervision of a Sales Manager, they may also directly take part in contract negotiations with clients.  They will work with NAFS Management in reviewing, assessing and implementing appropriate governance structure and pricing/packaging leadership.


Strategic Hiring

The Manager will formulate thoughtful recommendations to Senior Management on the NAFS annual / quarterly hiring plans, in particular for our Research and Business Development teams.  Hiring decisions will be supported by precise productivity and employee turnover assumptions and the need to solve for the overall Income Statement health. 


Financial Planning and Analysis

The Manager will identify company growth drivers and define Key Performance Indicators to maximize operating profit and ensure strong operational efficiency.  They will help manage the NAFS Income Statement, including quarterly and annual forecasting, and 3- to 5-year business plan modeling.  They will coordinate closely with Sales Managers to refine the monthly, quarterly and full-year forecasts, as well as to design and optimize customer/market sizing and segmentation.



They will enhance Management Information Systems and financial reporting capabilities, in particular, by designing and implementing new strategic dashboards in Tableau (or, temporarily, in Excel).  They will help drive Customer Relationship Management (“CRM”) strategy within salesforce.com (“SFDC”).  They will partner with Sales Managers, Finance, CRM product managers on the design, implementation and maintenance of the forecasting process in SFDC.


Talent Development

They will assist with the design of and will lead various trainings for new hires and new reporting tools.  They may also be involved in the hiring of business development/sales and strategy/finance executives.


An ideal candidate will have the following:

  • 6-7 years in financial planning and analysis, investment banking, management consulting or other analytical roles in the financial services industry
  • MBA from Tier 1 institution, with major in Finance and/or Strategy
  • Top-notch work ethics and attitude – willing to put the long hours and deal with the steep learning curve
  • Self-motivated – takes full ownership of a project and brings it to completion within the deadlines
  • Highly dependable – shows adaptability and capacity to handle pressure-filled and time-sensitive situations
  • Knowledge of and interest in the financial markets and their key players (funds, asset managers, banks)
  • Constant attention to detail, rigor, and creativity
  • Team player
  • Knowledge of salesforce.com and business intelligence tools and databases (e.g. Cube, Tableau)
  • Strong leadership and communication skills, in particular when interacting with Senior Management
  • Advanced proficiency in MS Office, in particular Excel and PowerPoint.  Knowledge of VBA and/or SQL (not mandatory)
  • Capacity to constantly flex from tactical to strategic matters and vice versa and manage multiple work streams at the same time



About GLG / Gerson Lehrman Group

GLG is the world's leading platform for professional learning. Business leaders, investors, consultants, social entrepreneurs, and other top professionals rely on GLG to learn in short- and long-term engagements from a membership of more than 400,000 experts. Clients partner with GLG to address their most complex strategic challenges, make better business decisions, and advance their careers through conversations, mentorships, small group convenings, surveys, and other interactions—all within a rigorous compliance framework. Global, technology-driven, and nimble, GLG’s 1,300 employees work in 22 offices in 12 countries.


We believe strongly in our mission- and values-driven culture. Our core values drive our success. They are: learning & curiosity, responsibility, courage, judgment, fresh perspective, service, and integrity.


To learn more, visit www.GLG.it.

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