Financial Reporting Analyst
About The Position
The Financial Reporting Analyst will be responsible for providing department support related to budgeting, forecasting, and financial reporting for US Wealth Management Operations. This role performs financial oversight activities in partnership with department leadership to validate financial guidelines are being adhered to, as well as provide documentation and ad hoc reporting. Incumbent will partner with Operation’s resources to assess and review unit cost centers, vendor invoice and payment processing, and intra-company affiliate expense allocations. Incumbent will craft graphical reporting related to expenses, budget, and headcount and position tracking to keep leadership updated. Incumbent will address escalated questions independently, seeking assistance from manager, as appropriate.
Requirements
- 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology, and/or job specific industry experience.
- 1+ year prior securities, banking, technology industry and/or job specific related industry.
- Fully proficient with MS Office (Word, Excel, PowerPoint, and Outlook).
- Proficiency in MS Excel should include formulas, graphs, pivots tables, and dashboards.
- Data manipulation skills in cleaning, reshaping, and organizing raw, unstructured, or semi-structured data.
- Effective problem identification, analytical and resolution skills.
- Ability to gather and analyze relevant information clearly and effectively.
- Strong attention to detail, privacy/confidentially, problem-solving, and quantitative abilities.
- Strong interpersonal, verbal, and written communications skills; with an ability to work effectively with all levels of staff and management.
Nice To Haves
- Ability to gather, query, sort, join and filter data in MS Access and SQL.
- Ability to create visualization dashboards and reporting using tools like Excel and Tableau to communicate insights.
- Sound organizational knowledge with operational mindset; including products, processes, systems and regulatory and/or client needs.
- Ability to multi-task and prioritize and work independently under tight deadlines in a fast-paced environment.
- Strong knowledge and understanding of brokerage/financial operations, vendor management, and/or systems experience.
Responsibilities
- Support budget and forecast process, including partnership with Finance to establish new fiscal year budget plans.
- Monitor US WM Operation’s overall financial performance; identify, research and remediate anomalies
- Produce and update executive, quarterly, and annual reporting slides
- Analyze complex financial data, identify trends, investigate variances, and provide actionable insights to leadership.
- Partner with Finance to compile monthly financial results commentary
- Monthly financial reports & dashboard – validate accuracy, provide research/analysis support for Ops transit owners
- Maintain Tableau financial dashboards
- Partner with Vendor Management Office Operations to develop and maintain vendor dictionary
- Partner with enterprise resources to inventory expense allocations
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
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
