Commissioned Financial Adviser providing financial solutions at Old Mutual. Championing customers to achieve financial goals through sound financial advice and business development.
HB
Onsite Commercial FP&A Liaison – Asset Finance
Posted 37 minutes ago
About the role
- Finance Liaison managing financial analysis and reporting in Asset Finance group. Leading budgeting, forecasting, and performance analyses with collaboration across business units.
Responsibilities
- Lead monthly general ledger pre-close process
- Research and document variances
- Partner with Corporate Accounting to ensure appropriate G/L entries are prepared and posted
- Prepare written variance analysis and present verbally to stakeholders
- Lead financial forecasting and budgeting process
- Manage the annual budgeting and monthly/weekly forecasting process
- Develop and maintain financial reporting & analysis tools
- Lead personnel planning including coordination with Human Resources liaison to ensure forecast aligns with hiring plans
- Manage business performance reporting and communications
- Prepare and deliver regular and ad-hoc reports with written commentary and analysis on business performance
- Ensure consistent delivery of data and information that supports written and verbal reporting
- Develop materials for business communications
- Govern financial reporting hierarchies
- Partner with Strategy, Investor Relations, Finance and Business functions on various reporting and analytical needs for financial data
- Drive relevant analysis to aid Business Unit Leaders in strategic decision making
- Identify and analyze profitability drivers and work with CFO to create recommendations to Head of AF and other stakeholders
- Support merger and acquisition (M&A) and other ad-hoc growth initiatives through financial analytics
Requirements
- Bachelor’s degree in a quantitative field (Finance, Economics, Math, Accounting, etc.)
- Minimum 5+ years of experience in financial support roles
- Knowledge of Commercial Banking
- Finance experience in the financial services industry
- Proficiency in Excel, Essbase / Smart View, SAS desired
- Able to multi-task effectively, be a self-starter, and be able to handle stress with composure and professionalism
- Strong written and verbal communication skills with the ability to interface with many levels of management
- Strong analytical and critical thinking skills with an understanding of the concept of materiality
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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