Investments Business Partnering Analyst
Core
Partner with Finance Business Partners and senior stakeholders to deliver forecasting, reporting, commercial analysis, and management information supporting key business decisions.
Role type
Analyst, Investments Finance
Builds
Monthly financial reporting, workforce forecasts, Power BI dashboards, and management information for CEO and regional reporting.
Domain
Financial services / Asset management
Deliverable
dashboards & analysis
Required skills
Financial analysis, forecasting, reporting, cost driver analysis, Power BI, stakeholder management
Preferred skills
Communication, process improvement
Technologies
Power BI
Responsibilities
Support monthly forecasting and annual planning processes; Prepare monthly financial reporting with commercial commentary; Collaborate on projects to improve processes and efficiency; Provide analysis on business initiatives and cost drivers; Develop management information and dashboards; Build relationships across Finance and Investments.
Seniority
Junior to Mid-level, individual contributor