We have an exciting opportunity to join our Global Private Bank (GPB) Planning & Analysis (P&A) MIS Control team, where you’ll help deliver high-quality management information and strengthen reporting controls that support key business decisions.
As a Financial Analysis on our Global Private Bank (GPB) Planning and Analysis (P&A) MIS Control team, you will collectively seek to simplify MIS processes and create efficiencies by directing improvement in data tools and implementing best practices. To do this you will be working with the various MIS reporting tools and procedures used in the reporting of revenue, assets and flows, partnering closely with the MIS team, regional and product finance teams. Our time is split on projects impacting our MIS system/platform, the monthly close, organization hierarchies, metrics reporting, and ensuring oversight and integrity across all aspects of MIS reporting.
Job Responsibilities
Collaborate with Product CFO’s, Product Control, Regional finance teams, and the MIS team to oversee the month-end and weekly close of the reporting systems for revenue, assets, and flows.
Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.
Assist the Flows, Revenue and Metric Leads with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.
Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.
Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.
Required qualifications, capabilities, and skills:
2+ years financial analysis experience in the financial services industry
Project management experience
Desire to learn the technical aspects of revenue, flows and balance reporting
Strong financial and analytical skills, as well as creative problem solving skills
Ability to identify, trouble shoot and investigate reporting anomalies
Exhibits the ability to consistently execute responsibilities independently
Identify priority items and manage multiple deliverables effectively.
Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.
Strong Microsoft Access skills
Bachelors degree in Finance or related discipline
Preferred qualifications, capabilities, and skills:
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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