Job Description

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 headcount) Variance analysis along with preparation of management presentations describing insights New business pipeline 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 Prior experience as a revenue controller Experience with preparation of budgets for multi-national companies Multi-dimensional profitability (business, product, client) Project experience Variance analysis and reporting of insights Financial modelling Sales pipeline analysis 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, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices) Knowledge of Hyperion Essbase and Longview 7. Knowledge of Spotfire, Cognos data analytics and visualization (or similar) a plus Knowledge of Salesforce 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

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