Financial Advisor Manager responsible for managing Financial Advisors and driving sales productivity in Philadelphia. Involves recruitment, training, and strategic partnership building.
About the role
- Junior Financial Planning Analyst contributing to Banco Bmg's financial performance management by analyzing results and projections. Involves collaboration with various departments for data alignment and report preparation.
Responsibilities
- Analyze accounting and managerial results for banking products, identifying significant variances, trends and opportunities for improvement.
- Monitor key financial indicators and the business P&L.
- Prepare financial projections, including forecasts, revisions and the annual budget.
- Prepare dashboards, reports and executive presentations to support leadership.
- Support investigation of variances, result explanations and consolidation of information from multiple areas.
- Interface with areas such as Accounting, Controllership, Product and Commercial to collect and align information.
- Actively participate in process improvements, automation of routines and the pursuit of efficiency in financial analyses.
Requirements
- Bachelor's degree, preferably in Business Administration, Economics, Engineering, Accounting or related fields.
- Proficiency in Excel (intermediate), PowerPoint and basic SQL.
- Analytical skills and strong ability to interpret data.
- Proactivity and an ownership mindset in problem solving.
- Good communication skills and ability to interact with different departments.
- Energy, curiosity and willingness to learn quickly.
- Attention to detail and organizational skills to handle multiple demands.
- Previous experience with FP&A, controllership, accounting or financial consulting (internship or first job).
- Understanding of financial statements and accounting/management concepts.
- Experience with BI tools (Power BI, Tableau or similar).
- Intermediate level of English.
Benefits
- Health plan with no monthly fee + Telemedicine
- Dental plan with no monthly fee
- Meal and food allowances
- Life insurance
- Funeral assistance
- Private pension (retirement plan)
- Competitive annual variable compensation (bonus)
- PPR - Results Participation Program (profit sharing)
- Único Skill (free education benefit)
- Bicycle parking and changing rooms
- Childcare allowance
- Internet allowance
- Wellness programs
- On-site clinic
- Pregnancy support program
- Extended maternity and paternity leave
- Copay exemption for pregnant women and babies up to 1 year
- Personalized baby kit
- Dr. BMG – Telepsychology + Telemedicine + Nutritionist + Nurse and Physical Education professional, extendable to dependents
- PAP - Financial, legal and psychological advisory program
- Gympass/Wellhub - Discounts at gyms
- Pharmacy discounts
- Fresh fruit every day
- Birthday day off
- Flexible dress code
- Hybrid work model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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