Capital Markets - Financial Reporting & Analysis
The Capital Markets - Financial Reporting & Analysis role at Example Corp is a full-time director-level position based in New York, NY. This role involves coordinating with senior management to provide financial support for the Wealth Management (WM) Investment Solutions business. The position requires interaction with business leads and subject matter experts to deliver product key performance indicators (KPIs) and both recurring and ad-hoc analyses. The role also entails comprehensive reporting and analysis, including the delivery of quarterly due diligence materials to senior management.
Key responsibilities include overseeing financial statement production and analysis, leveraging financial data platforms to develop enhanced analytics and automated visualizations, and summarizing complex problems into easily understandable explanations. The role also involves building and running models for forecasting and budgeting, conducting quarterly and annual stress testing, and collaborating with various groups across the firm, such as the Financial Control Group, Operations, Corporate FP&A, Strategy, and Data Analytics. Monitoring close activity through BD1-5 and ensuring results align with business expectations are also part of the role.
Candidates should have a minimum of 5-7 years of experience, with a background as a Financial Analyst or in a closely related occupation. A bachelor's degree in Finance, Business Administration, or a closely related field is required. Specialized skills include advanced proficiency in Excel, Tableau, VBA, Hyperion Essbase, Oracle Business Objects, Dataiku, SQL, Controllers Workbench, stress testing, financial planning, advanced data analysis, and modeling.
While specific compensation details are not provided, the role offers a comprehensive benefits package, including health and life insurance, food vouchers, and a competitive salary.
Example Corp fosters a collaborative and inclusive culture, offering opportunities for professional growth and development. The company is committed to financial inclusion and provides a dynamic environment for individuals to contribute meaningfully to the organization's mission.