Finance Reporting Associate – Private Banking Sales & Lending – Purchase NY recruitment
Position Category: Finance/Accounting
Position Title: Finance Reporting Associate - Private Banking Sales Lending - Purchase NY
Job Level: Associate
Location: USA - NY - Purchase
Education Required: Bachelors Degree
Position Description:
• Produce analyze monthly financial reporting for a 200+ person Banking Lending Sales organization.
• Responsible for the validation of quarterly Private Banker (PB) Compensation.
• Prepare coordinate the weekly/monthly forecasting process and assist with the year-end planning cycle.
• Utilize multiple data sources to create metrics reporting, including Production stats, Heatmaps, Balance Growth Spread trends.
• Expand improve the quality of data in the Analytical Environment --- a core Finance deliverable. Leverage this functionality to create new insightful tools and optimize existing reporting.
• Work with Finance Management on various ad hoc reportinganalysis including PB profitability, financial modeling, regional ranking, capacity planning, etc.
• Assist with the preparation of the monthly close and internal audit process.
Skills Required:
• Bachelor's degree required
• 4-7 years experience in Planning Analysis Reporting, Financial Modeling
• Must be able to work with large data sets
• A great aptitude for numbers and quick grasp of new reporting applications
• Must be extremely proficient with Microsoft Excel
• Must have strong project management skills
• Knowledge of Essbase is a plus
• Highly organized with excellent attention to detail
• A desire to work in a team based environment and contribute as a team player
• Ability to handle multiple projects, competing priorities/deadlines with high degree of flexibility
• Strong oral and written communication skills
• Financial Services industry experience is a plus