Investment Production Analyst
Fidelity Investments
Senior Finance Analyst – Business Support
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Pennington • New Jersey, North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $60,100 - $120,000 per year
Job Level
Senior
Tech Stack
Tableau
About the role
- Serving as a finance partner to specified Lines of Business (LOBs)
- Providing financial analysis and guidance to support key decisions and initiatives
- Performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas
- Preparing insights to guide management's decision making
- Evaluating financial performance versus plans, forecasts, and prior periods
- Developing financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
- Creating forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets
- Collaborating with teams across Finance division to ensure integrity of financials
Requirements
- Minimum 2 years experience with financial planning, analysis and reporting
- Bachelor's degree in Accounting / Finance or relevant work experience
- Advanced Excel, modeling, data manipulation
- Strong communication, organization, presentation, attention to detail, and leadership skills
- Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions.
- Understanding of accounting concepts (debits / credits, accruals).
- Builds Partnerships - Builds broad-based business relationships across the organization and collaborates within the team to deliver together.
- Financial planning, analysis, and reporting
- Essbase
- ForecastConnect
- SAP/eLedger
- GEP
- Tableau
- Power Query
- Alteryx
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make an impact and contribute to sustainable growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial analysisfinancial reportingforecastingprofitability analysisexpense efficiencybudgetingdata manipulationaccounting conceptsmodeling
Soft skills
communicationorganizationpresentationattention to detailleadershipanalytical abilitiesfinancial acumencollaborationpartnership building
