Senior Analyst

Overview

• Drive impactful financial planning and analysis for a leading financial services organization, ensuring precise forecasting and strategic decision-making.
• Collaborate with cross-functional global teams to enhance budgeting and forecasting processes using advanced financial systems.
• Prepare comprehensive financial reports and presentations for senior management and stakeholders, supporting organizational goals.
• Ensure compliance with regulatory standards and maintain audit readiness through meticulous documentation and control adherence.
• Contribute to process optimization and operational efficiency through innovative solutions and strategic initiatives.
• Engage in a hybrid work environment, balancing remote flexibility with collaborative office interactions.
• Leverage your expertise to support a dynamic and fast-paced financial planning team.

Key Responsibilities & Duties

• Manage global forecasting for compensation and headcount planning using advanced financial systems like Oracle PBCS and Workday.
• Coordinate year-end compensation processes, producing detailed reports and collaborating with department managers.
• Prepare monthly financial reports, including compensation and headcount analysis, for business leaders and stakeholders.
• Perform account reconciliations, calculate bonus accruals, and analyze forecast variances to ensure accuracy.
• Ensure adherence to SOX controls and compliance procedures, maintaining thorough documentation and audit readiness.
• Respond to ad-hoc requests from senior management, delivering timely and precise financial analysis.
• Support the development of presentations and analysis for submission to the parent company.
• Collaborate across teams to identify opportunities for operational improvements and implement effective solutions.

Job Requirements

• Bachelor’s degree in finance, accounting, or a related field is required.
• Minimum of 5 years of experience in financial planning and analysis, with 8 years preferred.
• Proficiency in Oracle PBCS, Workday, and other financial systems is essential.
• Strong analytical skills with a proven track record in reconciliation and variance analysis.
• Knowledge of SOX controls and compliance procedures is highly desirable.
• Ability to produce detailed reports and presentations for senior stakeholders effectively.
• Excellent communication and collaboration skills to work with global teams and management.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.