Produce and deliver monthly and quarterly Financial Control and Management reports for various Wealth Management Operations sub-departments. Analyze and understand the drivers of variances between monthly and year-to-date actuals versus budget and forecasts. Provide advice to internal clients on the implications of spend profile, business trends, issues and firm strategy. Understand the implications of and actively participate in the budgeting and forecasting process. Maintain and further develop of existing reporting portfolio, provide support to senior management team on an ad-hoc basis. Manage the hiring pipeline to ensure adherence to budget and firm commitments. Manage the new and existing vendor engagement process with an eye towards ensuring expense discipline. Liaise with multiple departments (Operations, Finance, HR, Corporate Services) to resolve issues. Analyze and automate reporting and planning processes and identify and implement improvements. Work collaboratively with global counterparts, present organization-specific financial analysis to outside stakeholders. Develop and mentor junior resources on the team. Bachelor's degree in a Finance, Accounting, or Information Technology-related field is preferred with 10+ years of experience in financial services Banking Operations, Finance, Accounting or Project management. Understanding of basic accounting concepts. Understanding of differing expense types and their variability, seasonality, and influenceability. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
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