Capital Markets - Financial Reporting & Analysis

PRIMARY LOCATION

Americas-United States Of America
- New York
- Purchase

Bachelor's Degree

Finance

Full Time

Director

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.

• 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.