Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our 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 CFOs on how to increase profitability and efficiencies. More specifically, Finance Operations is focused on the implementation of production tools and processing activities, including any adjustments, reconciliations, and data validations.

As a Finance Operations Associate in Wealth Management Tech Finance, you will be responsible for the implementation of production tools and processing activities. You will partner with Technology and various Project teams to design new processes for implementation. You will work in an Agile work stream, support the operations team, engage with partners to gather process improvements, and manage relations with stakeholders.

Job responsibilities

Partner with Technology and various Project teams designing new processes for implementationWork in an Agile work stream while meeting program goals and deadlinesSupport the operations team through the continuous on-boarding of strategic deliverablesEngage with line of business, operations, and project partners to gather process improvementsManage relations, communicating and presenting to various levels of stakeholdersSolve for operational deficiencies by developing systemic or operational solutionsDevelop knowledge of the architecture and technical aspects of the infrastructureEscalate issues as needed to the appropriate team(s) and management

 

Required qualifications, capabilities, and skills

Bachelor's degree in accounting, finance or related discipline5+ plus years of financial services experienceExcellent leadership, interpersonal and time management skillsProven track record of large scale problem solvingStrong Microsoft Office experienceProject Management experienceStrong verbal and written communication skills, with the ability to present information at varying levels of detail, depending on the audience, in a concise mannerEnthusiastic, self-motivated, effective under pressureAble to develop, clearly present, and draw conclusions

 

Preferred qualifications, capabilities, and skills

Accounting reconciliation experience a plus

Essbase, Alteryx, Tableau experience a plus

Consumer & Community Banking vendor management experience a plus 

 

Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).