Financial Analyst, GWAM FP&A
Core
Producing accurate, timely financial data, reporting, analysis, planning, and forecasting for Global Wealth and Asset Management stakeholders across Asia and North America.
Role type
Financial Analyst (FP&A)
Builds
Monthly/quarterly management decks, WAM MIS reports, quarterly forecasts, and standardized reporting templates.
Domain
Wealth and Asset Management / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
Financial reporting, trend analysis, process re-engineering, MS Excel, MS PowerPoint, technical accounting
Preferred skills
Power BI, Power Apps, Alteryx, Anaplan, IFRS tools (SmartView-Essbase, Lawson), automation
Technologies
Power BI, Power Apps, Alteryx, Anaplan, SmartView-Essbase, Lawson
Responsibilities
Consolidate and synthesize financial and non-financial data from various stakeholders; Prepare high-quality monthly and quarterly reports and presentations; Improve reporting processes to ensure consistency and efficiency; Support annual consolidated planning with trend investigation and model projections; Conduct deep-dive training and cross-training to stabilize team capacity.
Seniority
Mid-level, hands-on IC