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

As an Annuities & Life Insurance Finance Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. In this role, you will partner across the organization to provide financial and strategic analysis, oversee budgeting and forecasting, and deliver insightful management reporting. You will influence business outcomes, challenge performance, and proactively manage risk, ensuring our company can navigate all market conditions while maintaining a strong balance sheet. Your expertise will help drive growth, improve efficiencies, and support decision-making for our line of business CFOs.

Job responsibilities 

Serve as a strategic partner to the business by providing analytics and guidance that drive business development and support key initiatives.

Evaluate and understand the financial impact of changes in yields, pipeline projections, sales, product mix, and other factors.

Participate actively in the forecasting process, driving improvements and automation, and clearly articulating the drivers of revenue and balance changes.

Continuously review current practices and processes, identify deficiencies or weaknesses, and deliver solutions to enhance the business’s control framework, especially through innovative automation technology.

Execute ad-hoc requests from various stakeholders and senior management, including business senior leaders across AWM and USWM organizations.

Enhance controls and streamline processes, introducing automation wherever possible.

Required qualifications, capabilities, and skills

Minimum of CA or an MBA in Finance is requiredExperience in Annuities, Life Insurance, or Financial AnalysisHighly organized and structured; ability to prioritize and time manage is crucialSense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are keyAbility to take ownership and work independently Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWMAbility to articulate ideas in a clear, concise, and structured mannerDetail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision makingUtilize judgment and discretion in working with highly confidential informationTeam player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Preferred qualifications, capabilities, and skills

4+ years of work experience, preferably in Financial Services, and/or accounting/controller backgroundProficiency in tools like Thoughtspot & Databricks is a plusAdvanced proficiency in Excel and PowerPoint, Tableau and Alteryx. Knowledge of programming languages such as Python and SQL is preferredStrong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely