2 часа назад
Sr. Financial Analyst - Business Unit Financial Analysis (Asset Management)
83 100 - 141 300$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Financial Analyst - Business Unit Financial Analysis (Asset Management) (FP&A and financial reporting): Supporting asset management business-unit reporting, income statement analysis, forecasting, planning, and profitability insights with an accent on variance analysis, management reporting, and cross-functional financial projects. Focus on interpreting revenue and profitability trends, improving reporting processes and controls, and delivering analysis for executive decision-making.
Location: Chicago, IL, United States; hybrid work model with time split between the office and home
Salary: $83,100–$141,300 USD per year
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Support asset management business-unit financial reporting, including income statements, carve-outs, and key performance metrics.
- Build relationships with business-unit stakeholders and coordinate financial performance reporting with finance subject-matter experts.
- Support month-end close and reporting by analyzing results against prior periods, prior year, and plan, and researching performance variances.
- Respond to ad hoc business-unit requests for financial analysis and reporting.
- Participate in forecasting, strategic planning, and annual planning cycles.
- Manage reporting enhancements and related system implementation projects to improve business insights.
Requirements
- 7+ years of experience in FP&A, management reporting, strategic planning, or a related finance role.
- Strong financial and accounting knowledge, business acumen, analytical reasoning, critical thinking, and problem-solving skills.
- Ability to interpret data, identify trends and performance drivers, and derive meaningful business insights.
- Experience preparing management or board presentations and communicating financial information to diverse stakeholders.
- Proficiency with Office 365 applications, including Excel, PowerPoint, Teams, and Copilot.
- Knowledge of PeopleSoft, HFM, TM1/Cognos, or similar financial accounting and reporting systems, plus experience with business intelligence tools.
Nice to have
- Experience with Tableau and/or Power BI.
- Industry knowledge in asset management or financial services.
Culture & Benefits
- Flexible and collaborative hybrid work culture.
- Retirement benefits, including 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
- Paid time off, parental and caregiver leave, and additional well-being benefits.
- Discretionary bonus program that may include an equity component.
- Internal mobility, accessible senior leadership, and an inclusive workplace culture.
Hiring process
- Reasonable accommodations are available throughout the employment process.
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