Financial Planning and Analysis

• Extracts financial data from various accounting and information systems to perform appropriate analyses.
• Analytical focus will be on alternative asset and expected credit losses for the entire investments portfolio.
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
• Partnering with risk and asset managers to address analysis and performance needs.
• Determines appropriate methodology to prepare information for use by others.
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Participates on project teams or leads project teams.
• Candidate will help lead implementation of Clearwater Analytic’s LPx tool for additional alternative asset types.
• Additionally, the role will support GAAP reporting enablement for current and new investment types.
• May participate in due diligence activities.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Offers leadership and direction to others.
• May supervise others.
• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.
• Responsible for adherence to the company's framework of internal controls.

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