Analyst, Financial Analysis (Asset Servicing)

Summary

Under general direction the financial analyst may participate in monthly/quarterly reporting process, annual planning process, monthly/quarterly forecast process and various ad hoc requests to be determined by the Controller and group senior management.

Major Duties

1. Assist in the monthly/quarterly/annual reporting process, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance.
2. Assist in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors.
3. Assist in the annual Planning process, compiling information, analysis, and preparing reports.
4. Assist in the monthly/quarterly forecast process.
5. Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager.

Knowledge/Skills

1. Analytical and problem solving skills required to evaluate financial results.
2. Effective written and verbal communication skills are necessary to present relevant information to group senior manager.
3. Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information to various constituents.
4. Knowledge of accounting, reporting and financial analysis usually acquired through a 4-year degree program or related work experience is required.

Experience Required

• 4-6 years of related experience in project analysis and management reporting, planning, and analysis.

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