We have an exciting opportunity to join our Global Private Bank (GPB) Planning & Analysis (P&A) MIS Control team, where youll help deliver high-quality management information and strengthen reporting controls that support key business decisions.

 

As a Financial Analysis on our Global Private Bank (GPB) Planning and Analysis (P&A) MIS Control team, you will  collectively seek to simplify MIS processes and create efficiencies by directing improvement in data tools and implementing best practices.  To do this you will be working with the various MIS reporting tools and procedures used in the reporting of revenue, assets and flows, partnering closely with the MIS team, regional and product finance teams.  Our time is split on projects impacting our MIS system/platform, the monthly close, organization hierarchies, metrics reporting, and ensuring oversight and integrity across all aspects of MIS reporting.

 

Job Responsibilities

 

• Collaborate with Product CFOs, Product Control, Regional finance teams, and the MIS team to oversee the month-end and weekly close of the reporting systems for revenue, assets, and flows. 

• Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.

• Assist the Flows, Revenue and Metric Leads with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.

• Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.  

• Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.

 

Required qualifications, capabilities, and skills:

• 2+ years financial analysis experience in the financial services industry

• Project management experience

• Desire to learn the technical aspects of revenue, flows and balance reporting

• Strong financial and analytical skills, as well as creative problem solving skills

• Ability to identify, trouble shoot and investigate reporting anomalies

• Exhibits the ability to consistently execute responsibilities independently

• Identify priority items and manage multiple deliverables effectively.

• Advanced Microsoft Excel skills.  The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.  

• Strong Microsoft Access skills

• Bachelors degree in Finance or related discipline

   

Preferred qualifications, capabilities, and skills:

• Experience with Thoughtspot and essbase is a plus.

We have an exciting opportunity on our Global Private Bank (GPB) Planning and Analysis (P&A) MIS Control team.