GWMG Planning & Analysis- Consolidations – Manager Level recruitment

Position Category: Finance/Accounting

Position Title: GWMG Planning Analysis- Consolidations - Manager Level

Job Level: Manager

Location: USA - NY - New York (450 Lex Ave)

Education Required: Bachelors Degree

Position Description:
Global Wealth Management is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, with approximately 17,000 Financial Advisers.

Planning Analysis is responsible for monitoring and evaluating the performance of Global Wealth management business and preparing/presenting reports to senior management. The Planning Analysis team provides expertise in forecasting, financial reporting and strategic analysis.

Responsibilities:
- Perform analysis on various components of income statement- understand drivers and provide variance analysis. Work closely with financial reporting team and business areas.
- Responsible for preparing Non Compensation presentation to senior management. Serve as a liaison with Corporate Reporting regarding consolidated Non Compensation expenses.
-Involved in Budgeting process as well as monthly forecasting.
-Involved in the preparation of monthly quarterly Management reports including trend analysis, expense roll-forwards and driver analysis.
-Perform adhoc analysis and involved in special projects.

Skills Required:
-Strong Analytical Skills
-Proficient in Microsoft Excel and PowerPoint
-Capable of planning/prioritizing and organizing projects to meet deadlines.
- High degree of flexibility and productivity, initiative and creativity
-Excellent communication and interpersonal skills and the ability to work in a team
-Attention to detail