- Serve as a liaison between Firm-wide PA, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses.
- Produce presentations, analyses, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
- Create, maintain, and review financial models and analyses (both recurring and ad-hoc).
- Conduct deep dive analyses on key issues impacting clients to determine root causes and propose solutions.
- Collaborate with business partners across PA, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with key business stakeholders firm-wide, Functional Finance, and lines of business teams.
Required qualifications, capabilities, and skills
- Self-starter who is able to work in a fast paced, results driven environment
- BA/BS in Finance, Economics, Accounting . Minimum 3 years of relevant FPA experience,
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
- Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities, and skills
- CFA, CPA, MBA a plus
- Experience preferably in the financial services industry
Role: Business Analyst
Industry Type: Financial Services
Department: Data Science & Analytics
Employment Type: Full Time, Permanent
Role Category: Business Intelligence & Analytics
Education
UG: Any Graduate
PG: MBA/PGDM in Any Specialization
