Financial Analyst (Hybrid)
Core
Create management reports, develop annual plans and forecasts, and advise leadership on revenue and expense management for the Wealth business.
Role type
Financial Analyst
Builds
Annual Plans, quarterly Forecasts, long-term strategic plans, and management reports for senior leadership
Domain
Financial Planning & Analysis (FP&A) in the Wealth technology sector
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, financial modeling, budgeting and forecasting, variance analysis, strategic planning, root cause analysis, project management, data visualization, presentation skills
Preferred skills
Power BI, TM1, Anaplan, AI initiatives implementation
Technologies
Oracle Financials, IBM TM1, Microsoft Office (Excel, PowerPoint), Power BI, Anaplan
Responsibilities
Create management reports for monthly, quarterly, and yearly financial results; Develop annual Plans, quarterly Forecasts, and long-term strategic plans; Advise department leadership on revenue and expense management; Proactively identify and drive improvement opportunities for the Finance organization; Lead projects and initiatives that span across financial and business areas; Perform ad hoc analyses around pricing renewals and sales opportunities
Seniority
Individual Contributor, 1+ years experience
