Job Description
This will be an Individual Contributor role and involves both financial & operational aspects of the business with the successful candidate being able to solve problems, analyze and provide concise insights to both members of the team and business partners.
As a Financial Planning & Analysis Officer you will:
- Assist with the preparation of the internal, external monthly & quarterly financial presentations that includes key financial insights & KPIs
- Become a finance partner to accounting and support monthly accounting close activities, provide required information for cost allocation entries by department, calculate monthly accruals, provide information required for cost capitalization.
- Oversee the preparation of analysis, commentary and presentation material for financial reviews with senior management
- Support the annual planning and monthly forecasting processes including on-going financial forecasts and long-term plans
- Participate in the company-wide strategic planning process to establish financial targets and key business assumptions while developing thoughtful methodologies and applying financial rigor throughout the process
- Maintain & develop financial models and scenario analysis to support valuation, planning, and forecasting of expenses
- Preparation of seed capital reporting & forecasting
- Preparation of various business/pricing analysis for fund launches
- Review pricing rates in the system and assess changes where required.
- Experience in cost and profitability allocation models.
- Utilize current documentation and tools/methodologies and recommend new solutions to improve/automate existing and new processes and support new initiatives
- Build strong relationships and coordinate with peers, other business groups and leaders across the enterprise, and develop a detailed understanding of their issues, challenges and opportunities.
- Lead special projects
- Develop and maintain process documentation, own documentation repository
- Produce and/or enhance internal management reporting and analyses both on a regularly scheduled and ad-hoc basis
- Provide suggestions and assist in process digitization efforts to improve on process efficiency.
Skills needed to successfully perform the function:
- Excellent verbal and written English communication skills
- Detail oriented and well organized, strong interpersonal skills, ability to prioritize work, ability to interact and manage expectations from Senior Management
- Highest standards of completeness and accuracy.
- Have solid problem solving skills as well as written and verbal communication skills.
- Flexibility with schedule and ability work across multiple time zones when required
- Strong quantitative and analytical competency.
- Superior Excel skills including logic functions.
- Self-starter with excellent interpersonal communication, sense of urgency as well as exceptional written skills.
- Continuous Improvement mindset and drive efficiency.
- Demonstrated analytical and problem-solving skills. Data driven and detail oriented, yet able to elevate to a strategic level.
- Ability to prioritize multiple responsibilities to meet internal and industry deadlines.
- Highly motivated, multi-task capable and willingness to learn and develop within role.
- Change management, solution delivery mindset
- Requires independent initiative to analyze data and information with a drive to develop value-added solutions
- Having Excellent quantitative and analytical skills
Education and preferred qualifications:
- 9+ years of professional experience in an operations, accounting or audit role; preferably in financial services industry.
- Bachelor or Master’s degree in Finance or Accounting; knowledge of asset management a plus
- Strong accounting experience.
- Experience in Financial Planning & Analysis
- Strong Excel and PowerPoint skills preferred, knowledge of systems a plus (Essbase, Smartview, Oracle, Tableau, Access, Alteryx)
- IBM Planning Analytics (Tm1) knowledge is preferred
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