Credit Suisse

Projections Reporting Analyst HTOT #226396

Credit Suisse
Raleigh, NC, United States
Not disclosed
30 May 2023
09 Jun 2023
Contract type
Full time
Experience level
Qualified accountant
Your field of responsibility

As a Projections Reporting Analyst, you will join the dynamic team managing the PACE projections aggregation database, the financial data hub for Credit Suisse’s stress testing and capital planning reporting. In addition to your technical expertise in the underlying Oracle/Hyperion tools, you will develop a deep understanding of Credit Suisse’s management reporting conventions, enabling you to provide key user and system support within the Projections Aggregation and Reporting team, as well as to partners across Finance, Risk, and Front Office. An experienced MIS reporting professional with a passion for teamwork, you will collaborate with accounting and reporting SMEs in the team to implement system changes and automate data controls. On an ongoing basis, you will support quarterly financial forecasting activities, including carrying out controls and producing both standardized and ad hoc reporting.

Specific responsibilities include:

  • Carries out quarterly reporting production activities, including updating database hierarchies in the Oracle Data Relationship Management tool
  • Coordinate with other members of the finance team to review financial information and forecasts
  • Organize data into accessible reports and perform various types of analysis
  • Reconciles, balances ledgers, and compiles reports on a recurring basis; traces transactions through previous accounting actions to identify and accurate discrepancies
  • Establish and maintain coordinated and collaborative working relation with other teams
  • Assists with the preparation of reports. Uses data management systems to produce custom, recurring reports, requiring a working knowledge of the relationships of financial data
  • Performs and tests key internal controls, reconciliations, analyses, and reviews critical to reporting processes
  • Builds new controls and enhancing current controls to improve data analysis and review capabilities
  • Becomes a subject matter expert on data management for internal and external reporting requirements
  • Develops a working knowledge of the firm’s stress testing and forecasting methodologies and processes
  • Maintain detailed desktop procedures documentation in the form of run books and task lists

Your future colleagues

As part of the Americas CFO organization, you will be a member of a fun, collective, and a globally distributed team responsible for internal and external reporting, forecasting, budgeting, and capital planning for Credit Suisse’s Americas businesses. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.   

This position offers remote working opportunities for an agreed amount of days per week.

Your skills and experience

Cultivated a high degree of personal accountability, exceptional communication skills, and a demeanor of positive personal leadership. Confident manipulating data and building reports using management information systems. Passion for improving processes through redesign and automation. Thrive in navigating large, complex organizations with multiple partner perspectives.

We are seeking an ambitious and highly motivated data analyst with exceptional MIS systems skills, including:

  • Bachelor’s degree or higher in Business, Finance, Accounting, or MIS with 5-7 years’ of proven experience in management reporting or data analysis
  • Intermediate or above PowerPoint & Excel skills required
  • Experience with Oracle suite, including Data Relationship Manager, Essbase, Hyperion Planning, and Experienced View, or similar business intelligence tools is desired but not required
  • Curiosity and willingness to stay up-to-date with emerging business, economic, and market trends
  • Excellent written, verbal communication and presentation skills
  • Additional experience desired but not required: Axiom, PeopleSoft, Visio, Atlassian JIRA and Confluence, and R/Python coding
  • Dedication to fostering an inclusive culture and value varied perspectives
Your new employer

Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.

Credit Suisse complies with applicable federal, state, and local laws, as well as regulatory requirements, regarding considering of employment qualified individuals with criminal histories and prohibiting discrimination in employment in every jurisdiction in which it maintains facilities.

All Credit Suisse employees in the USA must be fully vaccinated against COVID-19 and submit proof of vaccination prior to their start date, except where exempted by applicable law.

For further information, and to apply, please visit our website via the “Apply” button below.

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