Global Private Bank (GPB) - Finance Analysis Associate
About The Position
As a Finance Analysis Associate within the Global Private Bank (GPB), you will collaborate with Product CFOs, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. You will coordinate changes to the GPB organization and custom hierarchies, assist the MIS Controller with reporting changes, and be a point of reference for revenue, flows, and balance reporting matters. You will also coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis.
Requirements
- 3+ years financial analysis experience
- Project management experience
- Desire to learn the technical aspects of revenue, flows and balance reporting
- Strong financial and analytical skills, as well as creative problem solving skills
- Ability to identify, trouble shoot and investigate reporting anomalies
- Exhibits the ability to consistently execute responsibilities independently
- Identify priority items and manage multiple deliverables effectively.
- Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.
- Strong Microsoft Access skills
- Bachelors degree in Finance or related discipline
Nice To Haves
- Preferred experience in the financial services industry
- Experience with VBA/macros and essbase is a plus
Responsibilities
- Collaborate with Product CFO's, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows.
- Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.
- Assist the MIS Controller with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.
- Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.
- Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
