Client Allocation
- Develop and Maintain detailed client allocation reports.
- Collaborate with Finance and front office partners to ensure accurate and timely reporting.
- Prepare and present data-driven decks and insights to to senior management.
Transfer Process
- Act as the primary point of contact (POC) for all internal and external transfer processes related to Services technology.
- Coordinate and manage the transfer process, ensuring accuracy and adhering to Finance guidelines.
- Resolve any issues or discrepancies that arise during the transfer process.
Productivity
- Validate productivity submissions from Internal teams, ensuring accuracy and completeness.
- Generate and distribute monthly productivity reports to relevant stakeholders.
- work closely with internal teams to identify opportunities for improving productivity.
Software Expense line Analysis and Forecasting
- Conduct detailed analysis of Software expenses and in collaboration with CTI, Software Central team and internal teams
- Develop nd maintain an efficient spend model to optimize software expenditures.
- Assist in forecasting software expenses and ensure alignment with budgetary targets
Cap Credits and Application Retirements Financial impact analysis
- Analyze capitalization credits, ensuring accurate financial representation ensuring PTS is properly reflecting Services technology Cap credits
- Collaborate with teams to assess and manage the financial impacts of Financial impacts for future application retirements
- Run and Maintain central repots updated.
Qualifications:
- 3-5 years of experience in a financial services role
- Strong analytical skills with the ability to interpret complex data and provide actionable items
- Ability to work independently and as part of a team in a fast paced environment.
- P and financial reporting tools.
- Proficiency in Microsoft Excel
- Demonstrated working knowledge of financial services industry
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor’s Degree/University degree or equivalent experience
- Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Time Type:
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