Senior Financial Analyst, FP&A Wealth

Role Overview

The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis.

What You Will Do

Actively involved with consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders, prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion.

Why It Might Be a Fit

Improves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles, supports the annual consolidated planning process, and participates in team cross-training to establish back-up and improvement of processes handled.

Requirements

• University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred
• At least 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset
• Experience in participating or spearheading in automating processes is a plus
• Strong MS Excel and MS PowerPoint skills
• Good communication and presentation skills; ability to succinctly engage with business partners and team members
• Power BI knowledge, Power Apps and Anaplan knowledge are advantage skills
• Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis