Financial Analyst, Financial Planning & Analysis - VN2897

MarexChicago, IL
$80,000 - $115,000Hybrid

About The Position

Marex is seeking a Financial Analyst, Financial Planning & Analysis (FP&A) who is responsible for providing reliable data and analysis for monthly financial reporting and analysis. The role prepares accurate monthly financial reports and assists in the development of models and dashboards that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made. Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.

Requirements

  • Bachelor’s degree in finance or accounting is required.
  • At least three to five (3-5) years' of experience in a Financial Planning and Analysis (FP&A) role.
  • Strong proficiency in Microsoft Office applications, advanced Microsoft Excel skills and Excel modelling required.
  • Demonstrate an understanding of basic accounting processes, procedures, and GAAP.
  • Excellent verbal and written communication skills.
  • Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.

Nice To Haves

  • Experience in Essbase/SmartView and PeopleSoft software preferred.
  • Experience with Power BI, Power Query, Power Pivot, and Tableau preferred.

Responsibilities

  • Prepare and distribute monthly payout reports for internal brokers.
  • Prepare, analyze, and distribute monthly customer profitability reporting.
  • Create internal dashboard for customer profitability reporting.
  • Update variance analysis repots and financial models and enhance models when possible.
  • Analyze monthly financial results and investigate inconsistencies and variances.
  • Produce daily reports as required.
  • Assist in the month-end close process (reporting/consolidation activities).
  • Seek opportunities to automate the financial reporting processes.
  • Assist with various ad-hoc projects, analysis, presentation requests, and process improvements.
  • Understand and comply with any Sarbanes Oxley operational requirements relevant to their role.
  • Ensuring compliance with the company’s regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges.
  • Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
  • Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
  • Comply with Marex’s Code of Conduct.
  • Ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility.
  • Report any breaches of policy to Compliance and/or your supervisor as required.
  • Escalate risk events immediately.
  • Provide input to risk management processes, as required.
  • Carry out other duties from time to time as required by the Company.

Benefits

  • Eligible for discretionary bonus.
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