Financial Planning & Analysis - Assistant Manager

• Completion of high quality deliverables within the committed timeframe.  Deliverables vary by BU focus but typically relate to;
  • Month/quarter/year-end closing and forecast
  • Annual operational planning process (budget)
  • Revenue reviews (direct revenues and allocated revenues)
  • Monthly revenue waterfalls
  • Multi-dimensional profitability (business, region, product and client)
  • Business volumes trending (e.g. market activity, client activity)
  • Variance analysis along with preparation of management presentations describing insights
• Self-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as needed
• May be required to participate in or conduct a wide range of accounting and financial analyses on critical and complex issues which may include variance analysis, forecasts, budgeting, revenue drivers and accounting transactions.
• Serves as a subject matter expert on a particular financial management matter
• Participates in or manages function specific projects as needed
• May develop and/or update various financial models to generate analyses
• Collects information and analytical needs from management to determine analysis approach
• Prepares reports and presentations packages.  Interprets results for management.
• May provide guidance to less seasoned analysts

Job Requirements:

Education and Experience:

• Bachelor’s and 8 – 10  years relevant experience or Master’s and min 5 – 8 years ideally covering multiple of the following:
  • Financial Planning & Analysis in a global setting
  • Direct support to business or product line management / executives
  • Financial services setting
  • Experience with preparation of budgets and forecasts
  • Multi-dimensional profitability (business, product, client)
  • Variance analysis and reporting of insights
  • Financial modelling
  • Billing operations
  • Revenue accrual

Skills/ Knowledge:

• Must be able to work in a fast paced environment
• Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
• Pride of ownership with the ability to drive results within the Business
• Solid business knowledge as it relates to the financial services industry
• Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
• Knowledge of Hyperion Essbase, Spotfire, Salesforce and PowerBi is a plus
• Strong Analytical skill set
• Financial product and institution knowledge
• This is a visible role.  Excellent communication, organizational and presentation skills, and ability to present complex financial matters to management
• Self-motivated, self-assured, and self-managed
• Results oriented ownership mindset
• Ability to analyze and summarize complex financial matters and their impact to the bank
• Ability to multi-task and work under high pressure deadlines