Director, Reporting & Analysis
Core
Leading management reporting, forecasting, and strategic planning analysis for the Wealth distribution channel within the Retail Advice & Solutions business unit.
Role type
Director, Finance & Strategic Planning
Builds
Monthly/quarterly/annual sales and income reports, Quarterly Business Review (QBR) packages, and strategic forecasts for senior leadership.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial reporting, strategic planning, forecasting, business analytics, process improvement, automation, stakeholder management, team leadership
Preferred skills
CPA, CFA, MBA, experience with M&A activities
Technologies
Longview, Workiva, SAP, Microsoft Excel, PowerPoint, SharePoint
Responsibilities
Oversee accurate monthly/quarterly/annual sales and income reporting; Own the development of RA&S Wealth Quarterly Business Review (QBR) packages; Lead the business and strategic planning & forecasting process; Provide leadership and support for strategic projects including M&A; Identify and implement continuous process improvements and automation; Lead and mentor a senior analyst.
Seniority
Director, strategic leadership & mentorship
