Key Responsibilities

The role will support Firmwide reporting and analysis, including analytical and strategic support to the Head of FP&A and Business Operations. The role entails leading special projects, crafting senior-level presentations, conducting analysis, creating data visualizations, and developing decision-making models. Candidates must have proven experience clearly communicating results orally and in writing and should be strong problem solvers.

• Responsible for detailed analytical review of financial results, including variance reporting, budget to actual analysis and KPI reporting to senior management
• Responsible for generating business narratives and summaries of results
• Prepare monthly reporting and communicate financial insights , including KPIs to business unit leads and corporate leadership
• Prepare quarterly board presentations earnings materials
• Support various ad hoc reporting and senior management presentations for the CFO / CEO
• Regularly evaluate existing financial planning and analysis processes, identify potential improvements, facilitate problem solving discussions and enforce changes to increase efficiency
• Develop high-quality presentations and executive summaries for senior leadership supplemented by Finance team inputs and analyses.

Qualifications

• 5+ years of experience in the financial services or comparable sector
• Bachelor's degree in finance or related field
• Proven expertise in Excel, PowerPoint, Word and Outlook; Working knowledge of Workday Financials strongly preferred
• Excellent verbal and written (business writing) communication skills
• Effective time management and ability to meet tight deadlines and handle pressure situations
• Change management mindset with a focus on innovation and automation