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Capital Markets - Financial Reporting & Analysis

New York , United States

AI overview

Coordinate financial analyses and reporting for WM Investment Solutions while collaborating with senior management on forecasts and strategic initiatives.

*** This is where your organization can create a consistent intro to all of your jobs, creating consistency in voice and messaging across all job posts

*** C'est ici que votre organisation peut créer une introduction cohérente à tous vos emplois, en créant une cohérence dans la voix et la messagerie dans tous les postes.

 
PRIMARY LOCATION: Americas-United States Of America - New York - Purchase
EDUCATION LEVEL:  Bachelor's Degree
 
JOB: Finance
EMPLOYMENT TYPE:  Full Time
JOB LEVEL:  Director
 
DESCRIPTION
Coordinate with CFO senior management for the financial support of the WM Investment Solutions business. Interact with investment solutions business leads and subject matter experts to provide product KPIs and recurring/ad-hoc analyses. Provide comprehensive reporting and analysis coverage - analyze revenues, expenses, assets, sales and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management. Oversee financial statement production and analysis. Leverage financial data platforms to develop enhanced analytics and produce automated visualizations / dashboards. Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis). Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives. Run business models for the quarterly and annual stress testing and discuss results with senior management. Partnership with various groups across the firm as it relates to projects, financial close and controls (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics). Monitor close activity through BD1-5 and ensure results are in line with business expectations.
 
QUALIFICATIONS

- MINIMUM Education Requirement: Bachelor's degree in Finance, Business Administration, or a closely related field of study.
- MINIMUM Experience Requirement: 5-7 years.
- Alternate Occupation(s) Acceptable to Meet Experience Requirement: Financial Analyst, or a closely related occupation.
- Special Skills: Requires five (5) years of experience with the following: Advanced Excel; Tableau, VBA; Hyperion Essbase; Oracle Business Objects; Dataiku; SQL; Controllers Workbench; stress testing; financial planning; advanced data analysis; and modelling.

*** Similar to the introduction that can precede all job descriptions, an outro can also be formatted for consistency on all posts

*** Semblable à l'introduction qui peut précéder toutes les descriptions de poste, une outro peut également être formatée pour la cohérence sur tous les messages

Example Corp

We love hiring so much that we built a whole company around it. Fun fact: We’re hiring right now! (not a real company) We work out of a nice office in NYC’s Union Square neighborhood and one in San Francisco by the ballpark. We're ambitious, friendly, driven, and passionate. Everyone who works here is paid well, gets a full slate of benefits, and enjoys amazing office snacks. Want to be a part of a brilliant team working on projects that matter? Join us!   Collaborate with great people.  We're passionate about helping companies build top-notch team, and we couldn't be more proud of the team we've built for ourselves. It's easy to love your job when you get to work with people like this every day.   Grow at Example Corp.  We trust you to do your job from day one and know that your career development is essential to all of our success.   Contribute to a diverse and inclusive culture.  We fully believe that people being their authentic selves do their best work, and Greenhouse prioritizes creating an environment that supports that.   Engage with our founders.  Our leadership team prioritizes accessibility and transparency. Our founders host a monthly AMA (Ask Me Anything) where they answer all questions, both large and small.   Work in an environment that people love. Need proof? We are Best Places to Work winners on both coasts and have a 4.9-star rating on Glassdoor.

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