Job Description

Global Private Bank Finance and Business Management has a new opening for an Associate.

As a Finance and Business Management Associate within Global Private Bank Finance and Business Management, you will report to the Headcount & Expense Lead and provide consolidated financial analysis and reporting focused on expenses and allocations. As a leader in overall expense reporting, you will coordinate across regional and India-based Finance teams, analyze financial and business metrics, deliver management reporting, enhance reporting initiatives, and develop ad-hoc business performance analyses. You will also serve as a key liaison between regional teams and U.S. partners in Global Private Bank/Asset and Wealth Management Planning & Analysis.

Job responsibilities

• Conduct comprehensive financial analysis and variance analysis on expense trends
• Act as the owner of our allocation model which pushes costs from support groups to the front office using a series of drivers centered around assets, revenue, and other key metrics
• Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
• Act as a lead in future projects to modernize our forecasting process including using tools such as Anaplan
• Maintain control and direct movement of organization hierarchy across the line of business
• Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
• Own, transform and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a related discipline
• 3 plus years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
• Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
• Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
• Experience leading projects, dealing with competing priorities
• Ability to distill complex information in a clear and concise way
• Advanced skills in Excel and PowerPoint

Preferred qualifications, capabilities, and skills

• Professional certifications such as CFA or CPA
• Working knowledge of Alteryx , SQL, Tableau, Anaplan and Thoughtspot