Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm Standards
Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
Manage a team that produces reporting for the firms largest business product
Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
Additional ad hoc analyses and recurring reporting as necessary
Requirements
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
B.A./B.S. in relevant field
4+ years of relevant experience
A high aptitude for numbers and a quick grasp of new applications and technology
Must be willing to learn, grow and remain agile
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
A desire to work in a team-based environment and contribute as a team player
Extremely proficient with both Microsoft Excel & PowerPoint
Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.
Benefits
attractive and comprehensive employee benefits and perks in the industry
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.