Financial Planning Analyst at Comerc Energia engaged in financial analysis and budget management for Brazil's energy transition. Collaborating on reports, projections, and strategic planning initiatives.
About the role
- Senior Associate supporting financial operations at SS&C, ensuring accuracy in financial data processing and reporting. Collaborating across departments to optimize workflows and mentor junior team members.
Responsibilities
- Execute and review daily financial transactions, including reconciliations, settlements, and trade processing.
- Prepare and analyze financial reports, statements, and other deliverables for clients and internal stakeholders.
- Assist in the development and implementation of financial controls and procedures to ensure accuracy and compliance.
- Research and resolve complex financial discrepancies and inquiries from internal teams and clients.
- Collaborate with various departments, including operations, technology, and client services, to optimize workflows and resolve issues.
- Participate in special projects and initiatives aimed at improving efficiency and enhancing service delivery.
- Mentor and provide guidance to junior team members, fostering a collaborative and high-performing environment.
- Maintain a thorough understanding of industry regulations, best practices, and company policies.
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or a related field OR 3-5 years of experience in financial services, with a focus on operations, accounting, or fund administration.
- Strong understanding of financial instruments, investment operations, and accounting principles.
- Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPs, advanced formulas).
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional attention to detail and accuracy.
- Strong communication (written and verbal) and interpersonal skills.
- Ability to work effectively in a fast-paced, deadline-driven environment.
- Demonstrated ability to work independently and as part of a team.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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