Senior Financial Analyst
About The Position
The Senior Financial Analyst for the US Wealth Management business offers direct exposure to senior leaders, influence over key strategic initiatives, and ownership of meaningful financial insights that help shape business performance. You will work build forward-looking analysis and partner across seasoned teams to drive growth and efficiency. We offer a collaborative culture that values curiosity, initiative, and continuous improvement – along with strong career progression and the ability to expand both technical and business acumen. For someone who wants to move beyond reporting into true strategic partnership, this role provides both challenge and visibility in a high impact Finance group.
Requirements
- 3-5+ years of financial analysis experience.
- Financial modeling and analytical skills, including experience building models with large data sets.
- Demonstrated ability to synthesize complex analyses into clear, actionable insights for senior leadership.
- Excellent written and oral communication and business partnering skills.
- High attention to detail, strong problem-solving capabilities, and a proactive, ownership-oriented mindset.
Nice To Haves
- Experience in wealth management or the broader financial services industry
- Experience with Microsoft suite applications, and financial reporting applications
- Experience with business intelligence tools and working knowledge of SQL, Python, or other data analysis tools.
Responsibilities
- Develop financial analyses to support key strategic initiatives including banking and lending, program and pricing profitability, and other product analytics.
- Collaborate with business and finance teams on cross-enterprise projects.
- Analyze the financial performance of the business, identify and measure key drivers, develop sensitivity analyses, and create executive-level presentations for senior leadership.
- Improve and automate product profitability financial models, processes, and data integrity.
- Ensure consistency and accuracy of financial data in models and reports.
- Establish strong working relationships across business units and finance teams to build influence and impact with key partners.
Benefits
- We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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
- A world-class training program in financial services
- Flexible work/life balance options
- Opportunities to do challenging work
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
