In this role, you will be responsible for various reports to FINRA including the customer reserve computation (rule 15c3-3), the net capital computation (rule 15c3-1), daily key balances report, chart of accounts maintenance, monthly management reports, and other ad-hoc reporting.
In this role, the Financial Analyst will be responsible for all financial modeling to support companys long-range planning, such as: collecting & analyzing records of present and past operations; trends and costs.
In this role, the selected candidate will communicate with business area clients and/or partners to obtain necessary supporting information /documentation; ensure compliance with internal financial accounting policies and procedures.
In this role, you will participate in planning; uses understanding of organizational structure, business and taxlaw to generate tax planning ideas relevant to the company; uses available resources to identify tax planning ideas to quantify impact.
In this role, you will maintain an effective and efficient planning process for the division and operational functions being supported, including the coordination of a planning calendar with key dates and deliverables.
In this role, you will proactively identify financial opportunities or issues, conduct the necessary analysis to develop options and offer well supported recommendations. This includes strong written and in-person presentation skills.
This Contractor - Report Developer Analyst will analyze business reporting requirements and develop operational dashboards and reports in BI reporting tools. Will also maintain, analyze, and optimize the existing DW and corresponding reports for both promoted and non-promoted brands.
In this role, the selected candidate will be responsible for performing research and data analysis to assess and project business performance; developing reporting analysis tools; budgeting and forecasting.