Financial Analyst, FP&A Intermediary

Position Responsibilities:

• Prepare monthly, quarterly, and annual financial reports, dashboards, and presentations for business stakeholders

• Consolidate, analyze, and interpret financial and operational data to support decision-making and performance tracking

• Support manag ement reporting activities, including sales reporting, variance analysis, commentaries, and financial bridges

• Assist with forecasting, planning, budgeting, and business performance analysis initiatives

• Collaborate with global business partners and finance teams to support reporting requirements, process improvements, and ad hoc requests

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field
• Minimum of 3 years of experience in financial analysis, financial planning and analysis (FP&A), accounting, or a related finance role
• Advanced proficiency in Microsoft Excel and Microsoft PowerPoint
• Strong analytical, communication, and presentation skills
• Ability to manage multiple priorities in a fast-paced and collaborative environment

Preferred Qualifications:

• CPA designation or equivalent professional accounting qualification
• Experience within the Wealth and Asset Management or Financial Services industry
• Experience with financial planning, forecasting, and management reporting processes
• Knowledge of Power BI, Anaplan, SmartView-Essbase, or Lawson
• Proven experience driving process automation and continuous improvement initiatives

When you join our team:

• We'll empower you to learn and grow the career you want.

• We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we'll support you in shaping the future you want to see.