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, Microsoft Excel, PowerPoint
Preferred skills
CPA designation, Power BI, Anaplan, SmartView-Essbase, Lawson, process improvement
Responsibilities
Prepare and deliver financial reports and dashboards; analyze financial and operational data to identify trends and risks; support forecasting and budgeting activities; assist with expense management and performance tracking; drive process automation and continuous improvement.
Seniority
Senior, hands-on IC