Hybrid FP&A Business Partner, Client Solutions, Wealth Management

Posted 4 weeks ago

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About the role

  • Analyze business performance, financial results, and key metrics to identify trends, risks, and opportunities
  • Lead the creation and maintenance of financial models for budgeting and forecasting
  • Collaborate with subject matter experts to acquire knowledge necessary to build and interpret analytics
  • Prepare analytical illustrations for CSWM leaders and business area SMEs
  • Continuously improve analytical processes and tools

Requirements

  • 5+ years’ experience developing and presenting financial and business analytics
  • 5+ years’ experience analyzing financial statements and interpreting results
  • Experience using data tools (e.g., Excel/Tableau)
  • Advanced analytical aptitude
  • Experience working across multiple business areas and/or lines of business
  • Comfortable transforming a conceptual analytical framework into tangible insights

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Professional development opportunities
  • Annual incentive compensation

Job title

FP&A Business Partner, Client Solutions, Wealth Management

Job type

Experience level

Mid levelSenior

Salary

$101,180 - $166,220 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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