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Are you looking for a new challenge and opportunity to contribute to a thriving, global financial services firm? Are you ready to work hard in a collaborative culture while maintaining balance with your personal life?
We have a track record of career progression for our Financial Analysts so they can grow while learning our dynamic, ever-changing business. We urge you to consider building your career with Company so you can contribute to our continued success!
The FP&A team monitors the financial performance of Company’s businesses. By using key metrics and operating results, the team provides financial analysis and advice to assist with operating and strategic decisions. In addition to current results, the team prepares forward looking information including the budget to illustrate future trends in the business. The team works with other Company departments gathering information to evaluate trends and business opportunities. FP&A has extensive interaction with the Finance Reporting Team as well as other associates in Finance and throughout the firm.
As an Financial Analyst, you will:
Business Unit Reporting and Analysis: Assist with the analysis of business unit performance, financial models and ad-hoc reporting to support strategic initiatives. Maintain internal historical financial and operational data. Prepare and distribute key client metrics and business management reports.
Financial Close: Participate in the monthly close process through communication of variances, key operating metrics, highlights and financial performance to the finance reporting team. Generate system reports and analyze revenue and expenses to prepare financial schedules and key highlight summaries for internal financial review meetings. Prepare executive summary and charts for the executive close packet.
Budgeting: Assist with the process of updating annual budget by working closely with business units and finance business partners. Activities include gathering key assumptions for revenue, personnel, outside vendors, and business initiatives to develop client budgets. Create and generate system and ad-hoc reports and prepare variation analysis. Assist in development of client presentation materials.
Special Projects: Participate in key team-wide or department-wide initiatives to improve overall performance and support strategic initiatives.
What makes this opportunity great:
Track record of career progression for our Financial Analysts promoting growth and skill development while learning our dynamic, ever-changing business
Ability to work with a variety of teams and leaders, proving your ability to be highly adaptable
Fast paced and dynamic environment enabling you to grow as a professional
Team of associates passionate about achieving great results for clients and the firm while enjoying what we do including giving back to the communities where we live and work
What we look for:
Bachelor’s degree in Business (Finance or Accounting preferred).
Willingness to obtain Series 7 licensing within agreed upon time.
Attention to detail, accuracy and reliability with a drive for continuous improvement.
Written and verbal communication skills with the ability to work effectively as a team player.
Produces high quality, timely and accurate work output.
Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities, proactively communicate and take initiative.
Problem-solving and analytical skills with the ability to take ownership as needed with a desire for continual learning.
Understands client needs and provide superior service.
Gathers appropriate information to identify and recommend process improvement opportunities.
Proficient in Microsoft Office products with an emphasis on Excel.
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