Duties may include: solve routine accounting and reporting problems; support the analysis of financial information to determine present and future financial statements; prepare studies, reports, and analysis in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts; apply corporate financial policies, government legislation, and accounting theory when identified by Financial Analyst. Support databases for use in analyzing future plans and forecasts; assist analyst in making recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies; conduct research on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.
Requires 5 years experience in the financial services industry.
Experience in Excel and Hyperion Essbase required.
Strong management reporting, budgeting and financial analysis skills (CCAR experience preferred)
Familiar with the Asset Management business (not required but preferred)