This financial analyst position will conduct financial and regulatory reporting and data analysis across the Brokerage line of business. Accounting functions and controls will be part of this role with some month-end accounting entries, invoice processing, and internal/external audit support. Additionally, the analyst will provide the manager of Wealth Finance Operations support on small and/or moderately complex issues, accounts, and projects for assigned systems, products, or business units with a strong emphasis on the identification of improvements to current procedures to achieve financial objectives across the business. Generates data analytics, financial reports, audit documentation, or other reports as needed. Maintain robust documentation for controls across the function. Peoplesoft GL and Hyperion experience preferred.
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Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees