Financial Planning and Analysis

• Execute financial analysis and research to drive informed decision-making across global business units
• Prepare comprehensive reports to support the annual budgeting process, alongside expense, service fee, and staffing forecasts
• Analyze operational performance to identify emerging trends, financial variances, and process improvement opportunities
• Partner with cross-functional teams to consolidate data, enhance reporting accuracy, and maintain strict financial data integrity
• Drive ad-hoc financial projects and advocate for the continuous automation and improvement of reporting workflows

FP&A Analyst

• Provide complex and occasionally highly complex financial analysis for a financial function or business
• Consult with business leaders to guide and influence strategic decision-making
• Forecast financial results within a broad scope
• Lead business initiatives and analysts across multiple finance sub-functions
• Identify opportunities for process improvement and policy development and engage in design
• Represent the business unit during cross-regional or cross-functional planning processes
• Provide mentoring and guidance to analysts

Senior Financial Analyst

• Provide complex and occasionally highly complex financial analysis for a financial function or business
• Consult with business leaders to guide and influence strategic decision-making
• Forecast financial results
• Lead business initiatives and analysts across multiple finance sub-functions
• Identify opportunities for process improvement and policy development
• Engage in process and policy design
• Represent the business unit during cross-regional or cross-functional planning processes
• Provide mentoring and guidance to analysts