Senior FP&A Analyst
Core
Provide foundational financial support, management reporting, and strategic insights to the Advice & Wealth Management and Investment Management business leaders.
Role type
Senior FP&A Analyst
Builds
Management reports, financial forecasts, and business reviews for A&WM and TIMI segments.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial forecasting, budgeting, financial modeling, variance analysis, ad hoc analytical assignments, expense management, data analysis
Preferred skills
Advanced spreadsheet skills, experience with Experienced Advisor recruiting deal modeling, project resource investment analysis
Responsibilities
Collaborate with business leaders on financial planning and decision-making; prepare monthly and quarterly management reporting on AUM drivers, revenues, and expenses; perform complex ad hoc analysis and financial modeling for recruiting deals; support expense management and cost reduction initiatives; present findings and KPIs to business leaders.
Seniority
Senior, hands-on IC