Provide timely and accurate financial reporting and monthly business reviews that provide clear, impactful explanations of operating results and variances based on relevant business events, and help ensure expense goals are achieved
Develop and maintain relationships with key stakeholders
Manage annual budget and periodic (monthly) forecasting processes
Manage the month-end close process, coordinating expense accruals with Controllers, understanding & re-forecasting new risks & opportunities and providing variance commentary
Prepare financial (variance) analysis and walk forwards (expense and headcount) by key business themes
Conduct detailed Headcount tracking including all productivity / location strategy reporting versus plan/target as well as any new business growth initiatives
Manage product allocation models/rules, reporting hierarchy and examine incoming allocations
Implementing controls and best practices to ensure efficient, timely and accurate financial reporting
Reviewing expenses and identify potential reductions in the cost base to streamline business processes and improve profitability
Become part of a high performance team, adding value to the greater team
Required Qualifications, Skills and Capabilities
Bachelor’s degree in Business, Finance, Economics, with at least 10+ years of relevant experience in financial services
Excellent quantitative, analytical problem solving and financial / data / business modeling skills
Ability to clearly communicate complex concepts to a non-financial audience, strong documentation and reporting skills
Strong presence, comfortable interacting with and presenting to all levels of management
Superior attention to details and process skills; sense of urgency
Able to collaborate across lines of businesses and work with central/corporate organizations
Capable of balancing multiple assignments simultaneously
Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented outlook, possess courage to ask tough questions and challenge the status quo
Strong proficiency with PowerPoint, Word, Excel, Outlook