"Examine financial asset, real asset, inventory of assets or class of assets. Determine cash flow, costs, profit margins, future cash flows, and alternatives based on varying assumptions and projected market or economic conditions. Use financial analytical tools to make projections of prospective financial performance. May use advanced or proprietary analytical tools pertinent to very specific class of assets or more complex economic operating conditions.
KEY JOB FUNCTIONS
•Manage a team of professionals who analyze financial data for prospective purchase, asset allocation, fee generation or other cash flow. Assign work and track progress
•Confer with business unit management to determine current operating circumstances, needs for analysis of financial results, changing reporting requirements.
•Confer with applications development staff regarding sources of relevant data, integrity of data, and forms in which data should be structured for staff to be able to perform effective analyses. Define business requirements for enhancement of applications.
•Lead on month end analyses to summarize, reconcile, and report financial data from transactions, fee payments, accruals, or other cash flows, in order to identify or track trends.
•Develop/prepare/continually improve quarterly forecast process for particular business unit, product line, client group or market segment.
•Play technical or project lead role on specific analytical project; provide guidance to less senior analysts; may provide input to developing business requirements for applications needed to accomplish specific analytical or reporting objective.
•Plan, manage, evaluate and document performance of subordinate staff. Provide for technical and professional development of staff through assignment, mentoring, and professional training.
•Bachelor's Degree or equivalent required
•6+ years of related experience
SPECIALIZED KNOWLEDGE & SKILLS
•Prior experience supervising, managing and/or leading teams required.
•Strong analytical skills; ability to gather and analyze financial and operational data.
•Ability to perform in high pressure environment. Ability to multi-task and prioritize. Strong project management skills a plus.
•Cross-functional business skills, excellent facilitation and communication skills, strong influencing skills, and ability to effectively present to and work with senior management.
•Advanced MS Office skills (PowerPoint, Excel, e.g. v-lookups, pivot tables, advanced calculations and formulas). •Thorough knowledge of financial & cost accounting, financial analysis, solid understanding of accounting principles and concepts, the principles of economics and statistics, and financial institution balance sheet and profit & loss analysis techniques.
•Knowledge of database query packages such as SAS Enterprise Guide/Business Objects or SAP Business Warehouse to extract data for analysis; knowledge of SAS programming highly desirable.
•Strong knowledge of relational Databases/Oracle desirable.
•The demonstrated ability to develop solutions to complex and diverse analytical problems which require an in-depth evaluation of variable factors.
•Strong leadership skills, presentation skills and ability to interact with management at all levels.
•Must be a self-starter and motivate to learn new techniques, skills, and knowledge required by his or her duties and responsibilities.
•Experience in the financial services industry is a plus. - Prior experience supervising, managing and/or leading teams required. - Prior financial planning and analysis experience (budgeting, forecasting, analysis); strong analytical skills; ability to gather and analyze financial and operational data. - Solid understanding of accounting principles and concepts. - Advanced MS Office skills (PowerPoint, Excel, e.g. v-lookups, pivot tables, advanced calculations and formulas)."