Senior Financial Calculation Specialist - 12 month fixed term
Core
Provide expert support to case workers and ombudsmen with accurate financial calculations and specialist advice on industry practices within the Investments and Advice and Banking sectors.
Role type
Senior Financial Calculation Specialist
Builds
Financial assessments and advice for complaint resolution
Domain
Financial Services / Ombudsman / Investments and Advice
Deliverable
dashboards & analysis
Required skills
Financial calculations, Investment portfolio analysis, Loss assessment, Break cost calculation, Interest valuation, Industry standards knowledge, Process improvement, Training delivery, Compliance monitoring
Preferred skills
Tertiary qualifications in accounting, finance or actuarial studies
Technologies
None stated
Responsibilities
Provide accurate financial calculations for investment portfolios, Offer specialist advice on industry practices, Engage with internal and external stakeholders, Contribute to process development, Provide training and support to staff, Maintain compliance with legislation
Seniority
Senior, hands-on IC