Financial Manager jobs in United States, New York, New York

Your key responsibilities

You will be part of diverse teams of professionals across different geographies to deliver a wide range of data and analytics services. You will be solving complex issues and driving growth across financial services.

Skills and attributes for success

• Fostering an innovative and inclusive team-oriented work environment
• Leading and coaching diverse teams of professionals with different backgrounds
• Providing subject matter expertise in defining technical and business approaches
• Working across and influencing different stakeholders within the client organization, cultivating, and executing on business opportunities
• Building strong relationships with the clients including engaging with C-level executives and technical clients
• Initiating and building thought leadership through white papers, point of views, and proof of concepts
• Working in an entrepreneurial environment to pave your own career path
• Propose and drive new technologies to enhance or replace existing business processes

To qualify for the role, you must have

• Undergraduate or master’s degree in a quantitative field (e.g., engineering, computer science, business, economics, finance, statistics, and/or analytics)
• Minimum of 9 years’ experience in banking, capital markets, insurance, or asset management domain with at least 3 years of experience managing a team
• Superior communication (verbal and written) with the ability to effectively advocate technical solutions and results to technology and business audiences at all levels and disciplines within EY and client organizations
• Experience working independently, efficiently, and effectively under extreme time constraints and delivering results by critical deadlines
• Demonstrate exploration of new techniques outside of day-to-day job duties
• Experience presenting technical conclusions to senior officials in a company and other stakeholders
• Strong analytical and problem-solving skills
• Experience with client-facing activities such as requirements gathering, facilitating meetings, presentation creation, and ability to prepare client ready deliverables
• Project management and process development expertise in client serving roles
• Excellent leadership and teaming skills
• Strong organizational and time-management skills
• Ability to integrate new knowledge and adapt to change with a natural curiosity and desire to learn
• A willingness and ability to travel to meet client needs; travel is estimated at 60%
• Valid passport

DAE Specific

• Ability to understand business challenges and address remediations through data architecture and engineering solutions.
• Must have practical experience assisting clients with one or more of strategic Data Architecture and Engineering, Cloud Data Modernization, Data migration and Event-driven architecture, preferably focused on financial services.
• Experience architecting and designing large data platforms, data warehouses and data lakes, streaming applications, data ingestion, integration, and distribution pipelines.
• Practical experience using latest technologies for data ingestion, integration, transformation, storage, mining/warehousing, big data analytics, and visualization.
• Deep understanding of traditional data architecture practices (data warehousing, datahub, MDM, ODS etc.) as well transition to Next-Gen platform architectures such as distributed data lake and Data mesh on cloud, etc.
• Practitioner experience in multiple data technologies such as:
• Cloud Data Platforms (AWS, Azure, Google Platform, Databricks, Snowflake)
• Big Data applications and Distributed Processing (Hadoop and Spark ecosystem components)
• Data integration Tools (Informatica, Talend, etc.)
• Experience with scripting languages: Python, Java, C++, Scala, etc.
• Traditional RDBMS (Teradata, Netezza, MS SQL Server, Oracle, MySQL, PostgreSQL)
• MPP (Snowflake, BigQuery, AWS Redshift etc.)
• NoSQL (MongoDB, DynamoDB, Cassandra, Neo4J, Titan, Elasticsearch)
• Streaming Platform and Applications (Spark streaming, Kafka, Storm, etc.)
• Experience with data pipeline and workflow management tools (Airflow, etc.)
• Dev Ops (GitHub, Kubernetes Jenkins, Terraform)
• Data Modeling (Data vault, Star, Snowflake)

Ideally, you’ll also have

• Master’s degree in business administration (MBA) or Science (MS) preferred
• Prior consulting experience
• Experience monitoring performance, reporting, and economics of ongoing progress for the major initiatives of the business unit you support.
• Oral presentation skills, with the ability to lead meetings & hold workshops with executives
• Experience quantifying results to the business, from the front line to senior executives

What we offer you

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Key Responsibilities:

• Assist in the assessment of the client’s controllership function including drafting current state process documentation and future state implementation roadmaps.
• Support clients during controllership transformation journeys including implementation of process optimization initiatives.
• Assist in drafting risks and controls frameworks and helping clients remediate control deficiencies.
• Be able to understand and articulate the accounting and controls implications of changes to controllership processes.
• Provide clients with accounting assistance or transactions support as necessary.
• Lead project management activities.
• Support business development initiatives.
• Support Managers and Senior Managers with solution-specific requests and needs.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
• 3-5 years of experience in public accounting, financial advisory, industry, or a related field.
• Foundational understanding of finance and accounting processes, including upstream business processes.
• Operational accounting experience is a plus.
• Strong PowerPoint and Excel skills.
• Strong analytical and problem-solving skills, with the ability to think critically and operate independently.
• Familiarity with AI, automation, and dashboarding tools and their application in accounting and finance.
• Knowledge and/or experience with digital technologies and their impact on the record to report process including analytical tools, close and reporting tools, and ERP systems.
• Excellent communication and collaboration skills.

• Proactive attitude and willingness to take initiative, contribute, and think outside the box.

• The ability and willingness to travel and work in excess of standard hours when necessary
• Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.

Ideally, you'll also have

• A master's degree in Accounting, Finance, or complementary discipline such as data analytics.

Your Key Responsibilities

Your key responsibilities:

• Support the project teams in the day to day execution of a client project while guiding and developing individual junior team members;
• Prepare business proposals and presentations;
• Support in managing projects and deliver as agreed with the EY project manager and key project stakeholders;
• Understand client issues and develop hypotheses of key problems;
• Interview the client's employees, management team and other stakeholders;
• Develop analysis plan and collect relevant data;
• Conduct qualitative and quantitative analysis to prove / disprove the problems;
• Support in running focus groups and facilitate workshops;
• Structure work products and deliverables;
• Present findings and recommendations to client representatives;
• Provide support to client representatives for implementing the recommendations;
• Lead and coach junior consultants within the area of responsibility;
• Maintain a clean and structured workflow and project archive

Your Profile

• Masters’ degree from a top-tier university with a very good academic record;
• 2 to 4 years of management consulting experience - prior experience in working for a top-tier business consulting firm is considered a plus;
• Good knowledge, including but not limited to public policy formulation and evaluation, organization design, process analysis, optimalisation programs, public procurement, project management;
• Experience in at least 3 projects for clients in the government and public sector in Belgium
• Clear and effective written and verbal presentation and communication skills with the project team, clients and stakeholders at all levels (French, Dutch and English);
• Excellent analytical, time management and organizational skills to manage multiple tasks simultaneously;
• Self-motivated, desire to exceed expectations;
• Highly flexible, including willing to work away from headquarters (if the engagement requires it);
• Proficient Microsoft Office skills (Power Point, Excel, Word).

What’s In It For You

• – you become part of the EY Family providing you with all the necessary skills, training and opportunities; enabling you to grow to your fullest potential.
• Attractive remuneration package- We offer an attractive remuneration package; including a company car and charging card, iPhone plus subscription, health insurance, pension plan, meal vouchers, and eco vouchers. Thanks to our flex plan it is possible to choose what you value most.
• Flexible working arrangements- We are proud of our flexible working arrangements. We will actively support you in building a successful career and delivering excellent client service without sacrificing your personal priorities. We offer flexible working hours and working from home multiple days per week is possible.
• Inspiring work environment- At EY we are dedicated to providing you with an inspiring work environment. A work environment that allows you to further develop your skills and enables you to fulfill your true potential.
• Learning & personal growth- You will benefit from an onboarding program, receive extensive training and will be coached by a counselor. We offer a clear career path tailored to your unique skills with necessary guidance.
• Fun- By joining our EY- teams, you can participate in team activities, and companywide events and enjoy a drink during our monthly after-work drink.
• Sustainability- We have a fleet of hybrid and electric cars. Our flex plan makes it possible for you to choose the most sustainable option for you. You can also opt for a train subscription or lease a bike.
• Diversity & Inclusion- At EY we are passionate about the inclusion and support of individuals of all groups; we do not discriminate on the basis of race, religion, gender, sexual orientation, or disability status.
• Location- All of our offices are easily accessible by public transport and/or by car andhave parking space. They all have parking spaces and charging stations are provided.
• Best Workplace– You will be part of the 2023 number one rated Best Workplace (Great Place to work).