Asset & Wealth Management Technology FP&A-Associate

Description

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

As a Financial Planning & Analysis Associate within the Asset & Wealth Management Technology FP&A team you will be primarily responsible for leading and coordinating the budgeting and forecasting process including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Job Responsibilities

• Provide accurate and timely financials across various reports and business reviews that will provide clear impactful explanations of operating results and variances based on relevant business drivers and help ensure expense goals are achieved
• Develop consolidate and present insightful and robust financial analysis including annual budget quarterly / monthly forecast variances
• Participate in the global annual planning process for expensesheadcount and allocations including finalizing financial systems by loading the budget numbers
• Support and manage Technology Allocations by understanding various business drivers and the ensuring that the allocations charged are accurate and answer queries by providing satisfactory rationale behind variances observed
• Prepare executive presentations analysis and supporting materials for key internal clients including senior management
• Participate & support ad-hoc analysis by working &analyzinglarge data sets and presenting meaningful information
• Drive process improvement to enhance reporting and gain efficiencies
• Capable of completing reporting and analytics accurately under pressure and tight deadlines
• Build models for expense forecasting and allocations
• Build and maintain strong relationships with key business stakeholders. Proactively take ownership of financial data and elevate any issues
• Be proactive in adapting to the changing business requirements and being able to incorporate all required changes across various reporting requirements

Required qualifications capabilities and skills

Preferred qualifications capabilities and skills

Required Experience :

IC

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Employment Type : Full-Time

Department / Functional Area : Finance

Experience : years

Vacancy : 1