Financial Analyst, FP&A Retail
The Financial Analyst, FP&A Retail position is accountable for providing accurate, timely, and relevant monthly, quarterly, and annual financial data production, reporting, analysis, planning, and forecasting to different stakeholders of the Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis – Retail team.
Key Responsibilities:
* Consolidate, analyze, and synthesize large amounts of financial and non-financial information from various stakeholders.
* Prepare high-quality reports, dashboards, and presentations in a timely and organized fashion to cater to the needs of different stakeholders.
* Produce Large Redemption, Redemption rate analysis, and Commission Reports with variance analysis. Prepare commentaries for actual US Core Earnings and support Annual Planning cycle.
* Maintain report templates, highlight key issues, and participate in issue resolution.
* Support annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics, and preparation of presentation decks.
* Implement improvements by exploring and identifying reporting, analysis, and process solutions.
* Collaborate with North America business unit, stakeholders, and MBPS FP&A teammates for smooth reporting and planning process.
Requirements:
* University graduate in Accounting/Finance; professional accounting designation (CPA) preferred.
* At least 3 years of experience in finance role (Financial Reporting, Management Reporting); exposure to Wealth and Asset Management industry an asset.
* Strong MS Excel and MS PowerPoint skills.
* Good communication and presentation skills to engage with business partners and team members.
* Prior experience with Power BI and Anaplan a plus.
* Good technical accounting skills with understanding of business environment and financial reporting structure.
* Knowledge of IFRS tools advantageous.
* Strong attention to detail and ability to manage multiple priorities.
* Proactive approach to continuous improvements and positive attitude.
Working Arrangement:
Hybrid work arrangement available.