Financial Analyst Sr
Core
Senior Financial Analyst supporting new distribution initiatives, emerging distribution channels, and product launches with financial business cases, market analysis, and performance measurement.
Role type
Senior IC financial analyst (financial services)
Builds
Financial business cases, management reports, and performance scorecards for new products and distribution channels.
Domain
Financial services / Investment management
Required skills
Financial modeling, budgeting, business planning, market analysis, sensitivity analysis, Key Performance Indicator (KPI) development, MS Excel (advanced), regulatory document preparation
Preferred skills
CPA (CA, CGA, CMA), CFA, MBA, financial services industry experience
Technologies
MS Excel
Responsibilities
Complete complex financial business cases for new product opportunities; design new reports and analytics to address business needs; partner with Emerging Distribution and Finance colleagues on business cases and pricing; provide support to Legal for regulatory filings; lead annual business planning for new initiatives; conduct gap analysis and market opportunity assessments.
Seniority
Senior, hands-on IC
