Monthly quarterly annual financial data production
High-quality management decks and dashboards
Strong ms excel and powerpoint skills
The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to stakeholders of the Global Wealth and Asset Management - Financial Planning & Analysis
Job Summary
The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to stakeholders of the Global Wealth and Asset Management - Financial Planning & Analysis.
The role involves preparing high-quality monthly and quarterly reports, dashboards, and presentations while actively looking for resolution to key issues identified during the month-end and quarter-end cycles.
Join a global team that empowers you to learn and grow your career in a flexible environment where well-being and inclusion are prioritized.
Matching Summary
The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to stakeholders of the Global Wealth and Asset Management - Financial Planning & Analysis.
Skills & Requirements
Must-have
Monthly quarterly annual financial data production
High-quality management decks and dashboards
Strong MS Excel and PowerPoint skills
Consolidating large financial information volumes
Supporting annual consolidated planning process
Nice-to-have
Power BI Power Apps and Alteryx knowledge
Experience automating finance processes
Proactive approach to continuous improvements
Ability to thrive in fast-paced environment
Deep-dive training and team cross-trainings
Key Requirements
University graduate in Accounting or Finance
2-3 years experience in a finance role
Professional accounting designation (CPA) preferred
Wealth and Asset Management industry experience an asset