Participate in the preparation of multi-year forecasts of revenues, expenses and assets under management
Collaborate with the business and other key stakeholders on analysis of data and development of forecast assumptions
Analyze and prepare commentary around trends and drivers of actual and forecasted data
Support the creation of presentations and other reporting used to communicate the financial results of the business to senior management
Support development of dashboards to enhance financial reporting
Perform ad-hoc analysis requested by business partners and senior management
Requirements
Bachelor’s degree in accounting or finance or related field
5+ years of prior working experience in finance function preferably in a Forecasting or Financial Reporting role but not required
Proficiency in Microsoft Excel
Strong analytical and problem-solving skills
Demonstrates curiosity and interest in learning about the business and its key drivers
Self-motivated and proactive, with the ability to manage multiple priorities
Proven ability to work independently and as part of a team in a fast-paced environment
Requires a high ethical standard and an ability to work with confidential information
Prior working experience in financial services industry, banking, insurance industry and/or asset management is preferred
CFA or MBA a plus
Benefits
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Senior Manager of FFIO Global Product Solutions at Fidelity, supporting investment operations and enhancing customer experience through collaboration. Involves executing portfolio launches and managing fund operations.
IT Audit Senior Manager providing audit and advisory services to manage risk and improve performance at Fidelity. Engage with technology and business operations to enhance internal controls and audit effectiveness.
Manager of End User Services overseeing IT services for HP, ensuring operational excellence and driving modernization efforts. Leading a global team while managing vendor relations and strategy.
Solution Manager managing IT strategies and digital transformation initiatives at HP. Leading cross - functional teams to enhance system interoperability and innovate business processes.
Business Continuity Manager managing crisis events with a focus on compliance and resilience at PNC. Overseeing a team, developing plans, and collaborating with leaders for effective responses.
Global Logistics Parcel Manager at HP guiding complex supply chain sub - categories and executing sourcing strategies aligned with organizational goals. Collaborating with teams to optimize supplier selection and contract management.
Patient Access Manager at Essentia Health overseeing daily operations and patient access processes. Ensuring quality care and adequate staffing for assigned department activities.
Credit Portfolio Manager managing an assigned portfolio of Business Banking and Small Business Banking loans. Responsibilities include analyzing financial statements and collaborating with Relationship Officers for portfolio management.
Senior Manager leading strategy and performance for offline media channels at Sleep Number. Focused on driving demand and business growth through effective media spend.
Senior Manager of Data Platforms driving product strategy across data products for customer insights. Leading the team to achieve profitable growth through data collaboration and market research.