Planning & Analysis- Analyst

Description

You are a strategic thinker with a passion for developing solutions in financial analysis, and you've found the perfect team. As an Analyst within the Consumer and community Banking – Wealth management Billing team, you will serve as a center of excellence for invoice validation and submission, ensuring payments are tracked and monitored from start to finish. responsible for key financial metrics such as Financial Advisor Fees and Client Market Valuation. You will support the business by providing necessary reports, promptly resolving queries, and collaborating with the Billing team to ensure compliance with the firm's Global Policy. You'll also be expected to provide leadership within the billing teams and regularly interact with Program Support Managers, the line of business Lead, and peers across Finance & Business Management and the business.

Job Responsibilities

• Validate and submit payments to accounts payable promptly.
• Address business inquiries within the agreed turnaround time.
• Actively pursue opportunities to enhance processes, technology, and services, communicate improvement strategies to the business, and lead implementation efforts.
• Assist the business in generating monthly and quarterly reports and conducting variance reviews.
• Proactively analyze trends, investigate issues, and respond to inquiries.
• Ensure data integrity and accuracy in all reports and presentations.
• Strengthen controls and streamline processes, incorporating automation where feasible.
• Participate in projects to promote global consistency and create synergies across the team.

Required qualifications, capabilities, and skills

• 3+ years of experience in account payables, Invoice processing, accruals and reconciliation
• Advanced skills in Excel and PowerPoint
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance