Join this growing mid-sized investment bank! Small team of 6 individuals do all of the Financial Planning and Analysis for the firm's North American business. This role will give you an opportunity to work with senior level managers, and front office professionals on a day-to-day basis.
Reports in to: Head of Front Office Reporting, North America
Responsibilities:
Financial performance reporting including the [i] Regional Daily Flash PL, [ii] Regional Daily PL, [iii]
Regional Weekly PL; [iv] Regional Monthly Flash, [v] Regional Quarterly Expense Summary; [vi] Regional
Flash-to-Actual Reconciliation, [vii] Regional RePortal-to-SPOT Reconciliation and [viii] business review
reports. This involves analyzing regional financial results and presenting them to senior management.
Review and analysis of overall monthly regional financial results for accuracy / completeness and
investigation of significant PL drivers.
Finance Management Committee reporting, focused on detailed legal entity and business level PL results,
balance sheet, performance metrics, trend analysis and operating expenses.
Conduct financial analysis and prepare ad hoc reporting of the business activities in North America to meet
specific requests from the CEO, COO, business heads, the Regional Management Committee, the Business
Management office and Finance management.
Fielding regular questions from the Management Committee teams regarding material PL events. This
typically includes investigating circumstances surrounding material PL events and providing guidance on
group reporting policies where appropriate.
Conduct annual budgeting and ad hoc forecasting / financial modeling for the Front Office activities.
Reporting development projects.
Reporting of Front Office inter-company
Requirements:
1-3 years of total work experience
GPA 3.5+ required
understanding and interest in the financial markets
undergraduate degree required
strong Excel skills
- Compensation: $70,000+
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
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