Financial Planning & Analysis, Analyst
Core
Execute firm and business level revenue forecasting, budgeting, and month-end close actuals to support CFO reporting and management decisions.
Role type
Financial Planning & Analysis Analyst (Revenue Management)
Builds
Revenue forecasts, budget models, and management reporting dashboards for AUM and Net New Business.
Domain
Asset Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial forecasting, Variance analysis, Month-end close, Revenue reporting, Advanced Excel, Data analysis, Financial acumen, Stakeholder management, Business process understanding, Metric development
Preferred skills
TM1, MS Access, Investment Management experience, Financial industry experience
Responsibilities
Perform month-end close process related actuals, Execute firm level and business level revenue forecast including variance analysis, Perform Hierarchy Manager updates and revenue related recast processes, Participate in AUM and Revenue enhancement projects, Act as SME on CB/ISG Management reporting views, Contribute to the development of appropriate metrics and control framework
Seniority
Junior to Mid-level, hands-on IC