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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, business analytics, and strategic planning within the Wealth and financial services industry. Proven ability to build relationships and communicate effectively while driving process improvements and enhancing forecast accuracy.
Highest-signal resume keywords
Financial ReportingBusiness AnalyticsWealth ManagementProcess ImprovementRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisPerformance ManagementData-Driven Decision MakingForecastingAd Hoc Reporting
Soft Skills
Excellent Communication SkillsProblem SolvingOrganizational SkillsSelf-MotivatedAbility to Handle Conflicting Priorities
Tools & Technologies
MS Office SuiteSAPWorkivaLongview
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Wealth DistributionFinancial ServicesBusiness PlanningSales ReportingStrategic Projects
About the role
Key responsibilities & impact- Prepare complete, accurate and timely monthly, quarterly, and annual sales and income reporting for Wealth distribution channels within RA&S
- Support preparation of RA&S Wealth Quarterly Business Review packages and explain key drivers of current and forecasted income
- Support RA&S Wealth business and strategic planning and forecasting processes
- Provide support for strategic projects and initiatives
- Participate in discussions with sales-data user groups to determine best practices and deliver value-added information
- Prepare or assist in ad hoc analysis and reporting as required by management
- Build trusted relationships with internal business partners, Finance leaders, and cross-functional stakeholders
- Identify and implement continuous process improvements and automation to enhance forecast accuracy and process efficiency
Requirements
What you’ll need- Business knowledge and experience related to Wealth and/or financial services industry
- 3+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
- Degree in Business, Finance, or similar
- Designation (CPA, CFA, MBA) preferred
- Excellent PC skills
- Experience with MS Office Suite, SAP, Workiva and Longview
- Experience with financial reporting tools (Longview, Workiva, SAP)
- Proven ability to partner and build relationships
- Excellent verbal and written communication skills
- Excellent problem solving and analytical skills to support data-driven decision making
- Ability to prioritize, organize, and meet tight deadlines while optimizing work processes
- Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment
Benefits
Comp & perks- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- Inclusive and respectful work environment
- Hybrid work flexibility, with the choice to work from the office and virtually based on business, Client, and employee needs
- Employee well-being and mental health support