Senior Analyst, Corporate Financial Planning

POSITION DESCRIPTION:

The Senior Analyst is responsible for executing key deliverables and providing in-depth analysis to support strategic planning decisions for the Senior Vice Presidents (SVPs) and Executive Management Team (EMT) for department budgeting and forecasting in a complex environment with challenging and competing deadlines. The Senior Analyst will also be responsible for monthly reporting to these SVPs and provide responses to ad hoc queries to support the monthly reporting and the budgeting process.

PRIMARY RESPONSIBILITIES:

· Preparation and communication of monthly financial results to a wide variety of stake holders.

· Ad-hoc analysis and reporting as requested to support CFP&A and the Senior Leadership team.

· Business-as-usual support encompassing a wide variety of tasks.

· Assisting with the completion of BCI's annual budgeting, and quarterly forecasting.

· Financial modeling and preparation of dashboards to support departmental decision making across various stakeholders including SVPs and clients.

· Identification and resolution of any data integrity or other issues on a timely basis, escalated as needed to contribute to resolution.

· Developing and maintaining relationships with BCI staff to increase the role's effectiveness.

· Working with other departments to understand deliverables, messaging, and timelines.

· Actively adhering to compliance and risk management policies and other tasks as required by the company.

QUALIFICATIONS

Must have:

· A relevant bachelor's or master's degree plus either a CPA, CFA, or equivalent professional designation.

· 2-5 years of experience in a financial capacity, preferably budget analysis.

· Detail oriented and sound judgement, ensuring all work is high quality and provided with a service-oriented mindset.

· Critical thinking skills to analyze problems and tackle challenges in innovative ways.

· Initiative, inquisitiveness, drive and the ability to thrive in a fast-paced environment with competing priorities and deadlines within a team environment.

· Excellent interpersonal communication skills – written and verbal.

· Experience interacting with executive management.

· Strong capabilities with Microsoft Office including Teams, Excel, Word and PowerPoint.

Preferred:

· Experience in a financial services or asset management industry.

· Financial modeling and budget experience.

· Experience with Microsoft Dynamics NAV accounting software, Workday Adaptive Planning, Jet Reports, or other relevant business intelligence tools.