Senior Associate in Alternative Investment Services Bank Loans Operations monitoring and processing custody related events for financial services. Ensuring accurate record keeping and timely problem resolution to mitigate risk.
About the role
- Collaborate with various departments to develop annual budgets, quarterly projections, and long-term financial plans.
- Analyze financial performance, identify key trends, and provide actionable insights to support business growth and profitability.
- Develop and maintain complex financial models to assess the impact of different scenarios, investment opportunities, and strategic initiatives.
- Collaborate with R&D, Marketing and Selling partners to influence and achieve financial and functional goals.
- Manage and prepare accounting activities in collaboration with supporting Finance Centers and other partners.
- Prepare financial reports and presentations for senior management and stakeholders.
- Conduct detailed cost analysis to optimize expenses, support cost-saving initiatives, and improve overall financial efficiency.
- Ensure compliance with accounting principles and corporate policies.
- Continuously improve forecasting methodologies to enhance accuracy and reliability in financial projections.
- Maintain existing financial models and files with a focus on visual branding.
Requirements
- Bachelor's degree
- 4+ years of relevant experience
- Experience with ERP systems and financial software (e.g., SAP, Oracle, etc.) is a plus.
- CMA / CPA
- Proficiency in financial modeling, forecasting, and analysis using Microsoft Excel.
Benefits
- Flexible work arrangements
- Equal opportunity employer.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Managing day - to - day service delivery and operational activities for a functional team in fund accounting. Role requires technical expertise and leadership in financial services industry.
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