Track headcount meticulously to ensure accurate position management, requisition approvals, and reconciliation with the current budget and outlook
Partner with Client & Onboarding Services leadership and Commercial & Investment Bank Finance & Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
Prepare accurate and timely monthly financial reporting packages
Take analysis and create executive level presentation using PowerPoint PitchPro+
Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy
Required qualifications, capabilities and skills
Bachelor’s degree
6+ years of experience in financial data analysis and story-telling
Ability to work collaboratively; develop strong partnership with multiple levels of employees
Strong presentation skills and ability to tell the story on financials and initiatives
Strong verbal and written communication skills with strong attention to detail
Ability to produce successful results in a fast-paced environment
Ability to develop strong, positive relationships with business stakeholders
Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
Excellent problem solving and critical thinking skills with ability to interpret and present complex data
Mature, independent, highly organized, self-motivated and a team player
Strong PowerPoint, Excel, and Word skills, knowledge of or experience with Alteryx, BI tools, databases, and SQL Querying