Senior Financial Analyst, FP&A Wealth
Core
Producing accurate, timely financial data, reporting, analysis, planning, and forecasting for Global Wealth and Asset Management stakeholders.
Role type
Senior Financial Analyst (FP&A)
Builds
Monthly/quarterly management decks, sales reports, earnings reports, bridges, and forecasts for North America Wealth business.
Domain
Financial Services / Wealth Management / FP&A
Deliverable
dashboards & analysis
Required skills
Financial reporting, process re-engineering, trend analysis, model projections, MS Excel, MS PowerPoint, technical accounting
Preferred skills
Power BI, Power Apps, Anaplan, IFRS tools (SmartView-Essbase, Lawson), automation
Technologies
Power BI, Power Apps, Anaplan, SmartView-Essbase, Lawson
Responsibilities
Consolidate and analyze financial/non-financial data; prepare management decks and reports; improve reporting processes; support annual consolidated planning; train new resources and conduct quality checks.
Seniority
Senior, hands-on IC