Financial Analysis- Analyst

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. 

Job Responsibilities:

• Analyze CCB PXT Finance expenses and provide forward-looking insights, along with scenario analysis.
• Maintain and report updates for FRB integration estimates and corresponding IPs and cost centers.
• Partner and collaborate with corporate teams to perform reconciliations of Essbase actuals.
• Develop and maintain recurring pillar and tower reporting.
• Support the sourcing of PI data for FR and source GXM data for FR related to PXT integration expenses.
• Support segment reporting by pillar and towers to enhance financial reporting by sender/tower.
• Lead the automation of various reporting processes using Tableau and Alteryx. Create decks for senior management that clearly articulate the story/strategy to Senior Leadership and stakeholders.
• Create dynamic reporting and partner with F&BM teams to track and report various results and metrics.
• Provide ad-hoc analysis to senior management on a frequent basis. Identify opportunities and recommend improvements in process and reporting efficiencies.
• Ensure data integrity, accuracy, and timeliness in all expense tracking and reporting.
• Adhere to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills:

• Bachelors degree required 
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

• Experience with visualization and reporting tools such as Tableau preferred
• Degree in Finance, Accounting or Economics preferred
• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable