Job responsibilities
- Distill and refine financial storytelling by drilling below surface level to identify key drivers of business trends
- Curate materials for leadership business reviews and external forums (i.e. Earnings Call, Investor Day and industry conferences)
- Create ad-hoc analytics and presentations for senior management (i.e. Leadership Offsite, competitor analysis)
- Develop excel tools to project and evaluate long-term financial trajectory for the Banking & Wealth Management business
- Assist in the budget development and review process
- Drive change by introducing alternative reporting solutions including defining dashboard requirements, automation of tasks, etc.
- Enhance consistency and efficiency across existing processes and reporting to meet evolving business needs
Required qualifications, capabilities and skills
- Bachelor’s degree in Accounting/Finance or related field
- 3+ years of experience in financial analysis or finance type function
- Ability to multi-task, work well under pressure, and keen attention to detail
- Excellent relationship management skills and ability to drive change across a large, complex organization
- Strong analytical, critical thinking, and problem-solving skills
- Ability to distill large quantities of information (both data and qualitative content) into key takeaways
- Self-starter willing to take initiative and drive results
- Exercises sound judgment and observes the highest degree of confidentiality
- Ability to communicate and present to partners and senior leaders (both oral and written)
- Expert knowledge of Microsoft Office (PowerPoint and Excel)
Preferred qualifications, capabilities and skills
- Knowledge of Hyperion Essbase helpful, but not required
- Experience with data analytics and visualization tools is an advantage (e.g., Alteryx, Tableau)
- Experience in a planning and analysis function helpful, but not required