Avp, Financial Reporting & Analysis

Overview

• Support the FP&A Executive Reporting and Analytics team in management reporting for US operations across banking sectors.
• Collaborate with business partners and finance teams to align with local and head office regulatory requirements.
• Analyze financial data, ensuring accuracy and identifying opportunities for process enhancement.
• Prepare presentations and reports for senior management, focusing on financial analytics and business performance.
• Develop detailed variance reports to monitor entity performance and support decision-making.
• Enhance reporting processes to streamline financial data production and meet head office requirements.
• Participate in cross-functional projects such as revenue forecasting and productivity initiatives.
• Utilize technical expertise to extract and analyze data from multiple database systems.

Key Responsibilities & Duties

• Prepare monthly and annual reports for senior management, including financial analytics and cost drivers.
• Maintain data reporting standards and integrity for banking lines of business.
• Develop budget vs actual variance reports to support high-quality decision-making.
• Collaborate with finance, back office, and front office teams to analyze trends in revenues, expenses, and KPIs.
• Monitor monthly allocation and inter-entity reconciliations to ensure accuracy.
• Enhance reporting and budgeting processes to streamline financial data production.
• Assist in planning and execution of cross-functional projects like revenue forecasting.
• Support automation and business analytics initiatives using tools like Python and SQL.

Job Requirements

• Bachelor’s degree in finance, accounting, or business-related majors (CPA/CFA preferred).
• 5+ years of experience in the financial services industry, with 2+ years in business planning and cost allocation.
• Proficiency in Excel, PowerPoint, and ERP tools such as Hyperion, Anaplan, PeopleSoft, and OneStream.
• Strong understanding of banking products and their revenue/expense relationships.
• Knowledge of US GAAP and/or IFRS standards.
• Experience with automation and business analytics tools like Python and SQL.
• Excellent problem-solving, communication skills, and attention to detail.
• Familiarity with organization hierarchy and income statement databases.