Job responsibilities:
- Self-start and lead projects to drive global consistency and create synergies across the team. An example would be the development of a consistent approach to the review and presentation of the output of our new profitability model.
- Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders for multiple products
- Acting as a key liaison to the business / Product CFOs & wider Finance team
- Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets.
- Review and analyze the results of the AM activity based costing model and suggest areas where expense efficiencies could be achieved.
- Partner with desk heads and investment specialist heads to produce and develop metrics to measure performance of their teams.
- Enhance controls and streamline processes through automation where possible.
- Work on projects to drive global consistency and create synergies across the team. An example would be developing a new pricing tool that can be used for all products. Conduct analyses from financials to understand business drivers to identify opportunities to improve business results
- Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
Required qualifications, capabilities, and skills:
- BA/BS in Finance, Economics, Accounting or other related area
- Minimum of 2+ years of relevant Financial Services experience.
- Strong technical and analytical skills, including proficiency with Excel, PowerPoint, Essbase, and other financial applications.
- Inquisitive, enthusiastic and diligent, and capable of challenging peers.
- Strong verbal and written communication skills with the ability to articulate complex issues clearly.
- Highly motivated and able to maintain composure in a fast-paced environment and prioritize projects accordingly.
- Desire and ability to understand and effectively utilize MIS reporting systems
- Integrity in handling highly sensitive and confidential information.
- Knowledge and understanding of financial principles and ability to link results to activities
Preferred qualifications, capabilities, and skills:
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and F&BA Teams.
- Experience with Tableau, Alteryx, Python or Qlikview a plus
- CFA, CPA, MBA a plus