Specialist, CFO Innovation Team

About the position

The Finance team provides a broad range of timely, accurate, relevant, and objective financial information, advice, and services to its business partners, with commitment to the highest professional and ethical standards. Our team offers a dynamic and collaborative environment where our colleagues can learn at a fast pace and are rewarded with advanced opportunities both within Finance and across the firm. Operating within the Finance function, the CFO Innovation team seeks to reengineer finance-based processes with automation at the forefront, understanding that these steps are key to driving efficiency and increasing the level of controls in our processes.

Responsibilities

• Creatively implement new techniques and manage automation projects in partnership with teams across the firm to improve processes and identify solutions that are grounded in thoughtful analytics
• Collaborate to improve activities such as the month-end close and trader accrual processes
• Present analytical findings in a clear, concise, and compelling manner to help guide action plans
• Leverage your understanding of a broad range of finance processes and systems to propose solutions

Requirements

• Degree in accounting, finance, or related field
• 4-6 years of professional experience in accounting, corporate finance and/or a relevant field
• Technical expertise in automation tools such as MS Power Automate and Alteryx, visualization tools such as Tableau and Power BI, and enterprise systems such as Workday
• Intellectual curiosity in adopting the latest technological advances such as within the GenAI space and applying them to Finance use cases
• Ability to build working relationships with colleagues throughout the firm as you work with them to map out end-to-end processes and identify areas for improvement
• Strong analytical skills to interpret complex financial data and provide actionable insights
• Experience with and ability to manage a series of small- and large-scale automation projects and map out process steps to identify areas for improvement
• Strong Excel skills and exposure to coding languages such as Python
• A self-starter who can work independently
• Strong writing and verbal communication skills
• Commitment to highest ethical standards

Benefits

• Fully-paid health care benefits
• Generous parental and family leave policies
• Volunteer opportunities
• Support for employee-led affinity groups representing women, people of color and the LGBTQ+ community
• Mental and physical wellness programs
• Tuition assistance
• A 401(k) savings program with an employer match and more