Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
About the role
- Financial Planning and Analysis Analyst at Regions responsible for financial management reporting and detailed analysis. Working onsite with a focus on results, quality, and integrity.
Responsibilities
- Develops, updates, and maintains models to budget, forecast, analyze, and report financial data
- Develops and performs monthly detailed financial analysis including financial modeling and monitoring business results and impact to bottom line
- Defines drivers of budget variances and ensures understanding of key drivers with responsible parties
- Consolidates and reports monthly forecasts, annual budgets, and strategic plans, including related summary commentary and analysis
- Assists with the provision of timely, accurate, and reliable financial management information and the running and enhancement of reporting systems which facilitate the production of this management information
- Completes regular and ad-hoc reporting and business reviews as well as the preparation of key presentations and special projects as required
- Presents financial analysis to influence management decisions
Requirements
- Bachelor's degree in Accounting, Finance, or a directly related field
- Three (3) years of experience with management reporting or financial analysis
- Experience with Essbase Financial Reporting tool or similar
- Financial analysis and research
- Proficient in Microsoft Office Products Suite, particularly Excel
- Report development
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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