As a Financial Analysis Associate within the Asset & Wealth Management Finance and Business Management team, you will play a crucial role in influencing business outcomes and challenging performance. You will be responsible for core financial discipline, organizational health, and location strategy. This role provides an opportunity to analyze financials, produce various financial and management reports, and serve as a trusted advisor making data-promoten decisions. You will also collaborate with various functional partners to achieve business objectives.
Job responsibilities:
- Analyze financials to understand business drivers and identify opportunities to improve
- Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management
- Navigate, interpret and analyze data sets and prepare insightful presentations for business reviews and senior management meetings
- Execute analytical ad-hoc requests and support various stakeholders
- Lead internal reviews and assessments across the organization to determine business and financial choices
- Serve as a trusted advisor while making data-driven decisions and recommendations to the business
- Collaborate with functional partners including Business Management, Global Technology, and Finance teams to achieve business objectives
Required qualifications, capabilities, and skills:
- Bachelor’s Degree or equivalent experience
- 3+ years working experience in financial management / accounting environment with previous experience supporting Technology organizations
- Experience in strategic planning, issue resolution and negotiation and skills in oral and written communication, and presenting to senior level management
- Advanced knowledge of Excel, PowerPoint experience with Essbase, SAP, Tableau, Alteryx preferred
Preferred qualifications, capabilities, and skills:
- Self-motivated individual to go beyond immediate responsibilities
- Proficiency in financial analysis and management
- Able to handle complex initiatives in a global environment
- Experience with Essbase, SAP, Tableau, Alteryx preferred