Senior Financial Analyst - FP&A Expense and Inv Products
Core
Partner with global stakeholders to provide financial analysis, forecasting, reporting, and planning support for strategic growth businesses.
Role type
Senior Financial Analyst (FP&A)
Builds
Monthly, quarterly, and annual financial reports, dashboards, and management reporting packages
Domain
Financial Services / Insurance / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial analysis, forecasting, budgeting, financial modeling, process automation, data analysis, problem-solving
Preferred skills
CPA designation, Power BI, Anaplan, SmartView-Essbase, Lawson, process improvement
Technologies
Microsoft Excel, PowerPoint, Power BI, Anaplan, SmartView-Essbase, Lawson
Responsibilities
Prepare and deliver financial reports and dashboards; Analyze financial and operational data to identify trends and risks; Support forecasting, budgeting, and annual planning; Assist with expense management and performance tracking; Drive process automation and reporting enhancements
Seniority
Senior, hands-on IC