Financial Planning

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. . As an Associate in our Global Private Bank (GPB) team, which is part of the Asset & Wealth Management (AWM) line of business within GF&BM, you will spend each day defining, refining, and delivering key insights for our firm. Your role will involve working closely with the Regional CFO and CEO teams to provide management insights, reporting, and analytics. You will develop a deep understanding of the Global Private Bank's portfolio, analyze trends, and identify business drivers to support informed management decision-making. Your contributions will be instrumental in shaping the strategic direction and success of our organization.

Job responsibilities 

• Manage weekly/monthly/quarterly and annual reporting for GPB business which include key business metrics. This includes Revenues, Balances, Flows, HC, Advisor and Client details.
• Participate in the global annual planning process for revenues and flows which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
• Prepare ad-hoc analyses and review decks for management meetings and strategic reviews using Tableau/Alteryx, Databricks, ThoughtSpot as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Town hall, Investor Day, etc.)
• Identify and create efficiency in the process by automating the existing reports/process leveraging the automation tools.
• Perform Scorecard check by calculation and consolidation of the month-end results and address advisor queries.
• Work with various Essbase and database interfaces to manage reporting changes like migration of current BOW to ThoughtSpot/Databricks.
• Contribute ideas around improving reporting capabilities and new projects.

Required qualifications, capabilities, and skills

• Minimum of CA or an MBA in Finance is required.
• Strong quantitative, analytical, and problem solving skills with ability to use latest Data analysis and visualization tools like Tableau, Alteryx, Python, Advanced excel, etc.
• Prior experience with tools like Hyperion Essbase, SQL, MS Access, ThoughtSpot, Databricks.
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple stakeholders.
• Excellent organizational, management and communication skills with ability to build strong partnerships with colleagues/stakeholders and think strategically.
• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.

Preferred qualifications, capabilities, and skills

• 5+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
• Sound judgment, professional maturity and personal integrity towards handling highly sensitive and confidential information, strong work ethic, proactive and results-oriented individual with ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities.
• Demonstrate team oriented, inquisitive, critical thinking, positive attitude and solutions oriented mindset with intellectual curiosity to be able to think clearly under pressure and tight deadlines.