National Branch & Self-Directed Investing - Associate

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.

dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.

As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement.

You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems.

In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities


* Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports


* Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics


* Create financial business cases supporting business initiatives


* Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area


* Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management


* Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets


* Help design new reports and dashboards to efficiently deliver the financial results to senior management


* Enhance controls and streamline processes, introducing automation where possible

Required qualifications, capabilities, and skills


* Bachelor's degree in Accounting, Finance or a subject of a technical nature


* 3+ years of work experience in Financial Services, and/or accounting/controller background


* Advanced skills in Excel and PowerPoint


* Proficiency with data mining/gathering and manipulation of data sets


* Inquisitive, enthusiastic and diligent, and capable of challenging peers


* Strong verbal and written communication skills, with the ability to articulate complex issues clearly


* Ability to create ad hoc reporting for senior management


* Pro...