In this role, the selected candidate will be responsible for routine and special reports; run various DSS reports as needed. Provides other departments with reports and obtains feedback as to respective variances.
Assist in the planning process for Long Range Plan, Budget, Quarterly Estimates and Monthly Operational Reviews,Consolidate the backup analysis and reporting packages for the Long Range Plan, Budget, Quarterly Estimate and Operational Reviews
In this role, the selected candidate will be responsible for financial statement preparation (quarterly and year end), including all supporting documentation and footnote requirements (Fair Value notes, FAS 161, ASU 2011-11, Fund Returns, etc.).
In this role, the selected candidate will be supporting strategic decision-making, new business initiatives, and risk budget processes with transparent, relevant, and timely information; providing support for the Risk Analytics & Reporting documentation enhancement efforts.
In this role, you will provide analysis of fixed costs and allocations within the region
Liaise with functional and business unit controlling community regarding functional cost projects, trends and analysis.
The IT Junior Financial Analyst will report to the IT Director of Financial Reporting and will play an instrumental role in preparing for the IT monthly financial reviews with the cost center owners as well as the monthly calculation of capitalization for both Business and IT.
The Financial Analyst will prepare and deliver well-constructed business insights to management, lead teams on select project assignments, and enhance the overall organizational understanding of financial concepts and their impact on business decisions.
Manage ongoing financial advisor and client performance reporting (production and distribution), internal website maintenance, marketing and education, communication on extraordinary events, work with sales and financial advisors to implement requests that come from clients regarding products.