Job Responsibilities
- Partner with finance team and senior stakeholders in Online Investing group to execute on strategic priorities and provide financial reporting and analysis coverage to facilitate decision-making
- Conduct financial analyses and deliver actionable insights to grow the business and improve profitability
- Partner with Finance and Product Owners on annual budget, forecast, business cases, monthly variance analysis, and identifying key drivers behind business results
- Provide management reporting and analysis to support the business on key metrics, including revenue drivers, expense drivers, client activity, headcount, productivity, product profitability
- Actively responsive to senior stakeholders, help problem solve, selectively assist with ad hoc analyses
- Learn the business inside out, establish relationship with the team and business partners.
Required Qualifications, Capabilities and Skills
- 4+ years of relevant Financial Services experience
- Strong written, verbal, and PowerPoint executive communication skills to interact with senior leaders
- Strong excel skills
- Intellectual curiosity and great problem-solving skills coupled with attention to detail
- Proactive learner who possesses a solid work ethic, with flexibility during busy periods and/or to meet tight deadlines
- Ability to perform well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly while maintaining control with limited supervision
Preferred Qualifications, Capabilities and Skills
- Proficiency with Tableau, Thought spot, Essbase, business cases