National Branch & Self-Directed Investing - Associate

Description

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.

As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities

Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports

Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics

Create financial business cases supporting business initiatives

Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area

Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management

Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets

Help design new reports and dashboards to efficiently deliver the financial results to senior management

Enhance controls and streamline processes, introducing automation where possible

Required qualifications, capabilities, and skills

Bachelor’s degree in Accounting, Finance or a subject of a technical nature

3+ years of work experience in Financial Services, and/or accounting/controller background

Advanced skills in Excel and PowerPoint

Proficiency with data mining/gathering and manipulation of data sets

Inquisitive, enthusiastic and diligent, and capable of challenging peers

Strong verbal and written communication skills, with the ability to articulate complex issues clearly

Ability to create ad hoc reporting for senior management

Proven track record for executing on special projects / assignments with little lead time or information

Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills

Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.