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This individual is a member of the Business Finance Team supporting the Global Client Group - US/Canada Institutional business, and will partner with the business to provide financial, planning, forecasting and analytical services.
Primary Responsibilities:
- At the direction of the Finance Manager, lead monthly close, forecasting and annual planning process for the business
- Develop the monthly revenue, expense and headcount forecasts
- Provide monthly financial reporting and variance analysis for the business and specific business partners
- Maintain various processes including invoice approvals, and headcount/personnel requests approvals
- Own and further develop analytics around client revenue, net new business and asset levels
- Participate in ad-hoc analysis and reporting projects at the direction of the Finance Manager
- Drive improved process and content around financial processes and management reporting
Qualifications:
- 7+ years experience budgeting, planning, and reporting, preferably in investment management or financial services
- Excellent financial modeling skills
- Advanced Excel skills, proficiency with Essbase/Hyperion
- Able to work independently as a hands-on individual contributor, and extract information creatively from a variety of sources
- Able to work effectively at all levels of an organization - with team members, managers, and senior executives
- Strong verbal and written communication skills - must have the ability to develop and present clear and concise analysis with recommendations
- Organizational skills and ability to prioritize in a fast paced environment
- Strong team player
- BS/BA, MBA preferred
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