For the in-market Finance team to which the Finance CoE Specialist is assigned, completion of high-quality deliverables within the committed timeframe. Deliverables vary by Finance team but typically relate to;
Month/quarter/year-end closing and forecast
Annual operational planning process (budget)
Revenue reviews (direct revenues and allocated revenues)
Multi-dimensional profitability (business, region, product and client)
Business volumes trending (e.g. market activity, client activity headcount)
Variance analysis along with preparation of management presentations describing insights
New business pipeline
Self-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as needed
May be required to participate in or conduct a wide range of accounting and financial analyses on critical and complex issues which may include variance analysis, forecasts, budgeting, cost control and accounting transactions.
Serves as a subject matter expert on a particular financial management matter
Participates in or manages function specific projects as needed
May develop and/or update various financial models to generate analyses
Collects information and analytical needs from management to determine analysis approach
Prepares reports and presentations packages. Interprets results for management.
May provide guidance to less seasoned analysts
Job Requirements:
Education and Experience:
Bachelor’s and 14 years relevant experience or Master’s and min 10 years ideally covering multiple of the following:
Financial Planning & Analysis in a global setting
Direct support to business or product line management / executives
Financial services setting
Prior experience as an expense or revenue controller
Experience with preparation of budgets for multi-national companies
Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
Pride of ownership with the ability to drive results within the Business
Solid business knowledge as it relates to the financial services industry
Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
Knowledge of Hyperion Essbase, Salesforce etc..
Knowledge of Spotfire, Cognos data analytics and visualization (or similar) a plus
Strong Analytical skill set
Financial product and institution knowledge
Excellent communication, organizational and presentation skills, and ability to present complex financial matters to management.
Self-motivated, self-assured, and self-managed
Results oriented ownership mindset
Ability to analyze and summarize complex financial matters and their impact to the bank
Ability to multi-task and work under high pressure deadlines