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Job Description
PURPOSE:
The Financial Analyst serves as a financial resource and consultant to senior management by participating in the planning, communicating, reporting, analysis and integration of the highly visible and strategically critical projects for the Private Client Group.
This position is responsible for the following:
Financial Reporting
Responsible for the ongoing and monthly financial review of business line results. This includes identifying abnormal income statement items, determining causes of variances, and working with other Finance personnel to investigate the underlying business practices driving financial results and to identify risks and opportunities regarding achievements of budgeted results.
Financial Planning
Support finance staff in the annual planning process and periodic forecasts. Includes such tasks as:
• Working with managers in the interpretation of financial results
• Compiling and analyzing financial and strategic plans
• Recommending changes in business practices to improve business line profitabilityAlso involves developing and implementing analytical models and reports to interpret financial results and to identify risks and opportunities to the successful execution of plans, and making recommendations regarding the financial plans of the business. Continuously improves the processes and products associated with these plans.
Financial Analysis
Provides in-depth ad hoc analyses on a variety of complex financial issues and business opportunities. This includes determining the appropriate analytical methodologies, providing executive summaries of the results, presenting alternative solutions, and making recommendations to assist in managerial decision making. These analyses may involve interpretation of market data and analysis of industry and competitive data.
POSITION REQUIREMENTS:Education:
- Bachelor’s degree in Accounting or Finance
Work Experience:
- 2-3 years progressive analytical experience
- Financial services industry knowledge and experience
- Experience in the annual planning process
- Knowledge of financial analysis methodologies and cash flow
Technical Competencies:
- Excellent analytical skills
- Excellent mathematical skills
- Knowledge of accounting and financial statement analysis
- Strong PC spreadsheet and VBA Macro skills (Excel)
- Strong customer service skills (phone, in person)
- Experience with SmartView / Essbase
- Experience with SQL
Personal Competencies:
- Highly detail oriented, with natural intellectual curiosity
- Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels and with a customer service orientation.
- Self-starter with ability to take initiative and function independently but still be part of a team
- Independent and self-motivated.
- Excellent communication skills (verbal, written, negotiating, listening).
- Highly organized with effective time/project management skills - able to prioritize workload and meet deadlines with strong attention to detail.
- Flexible – adaptive to dynamic business needs.
- Creative – explores new ideas and is challenged by change.
- Common Sense – demonstrates clear thinking, good judgment and sound reasoning.
Physical Requirements:
Must be able to perform essential responsibilities with or without reasonable accommodation.
Work Environment:
Given the nature of the work involved, it may be necessary to work some evenings or weekends in order to meet department goals.
Job Skills
Accounting, Decision Making, Financial Analysis and Reporting, Financial Planning and Analysis (FP&A), Results-OrientedAdditional Job Details
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