Management Reporting Analyst recruitment
Principal Responsibilities
• Support the Head of EMEA Management Reporting, Planning Analysis with the production of business unit reporting, presentations and analysis for the EMEA region.
• Support the EMEA regional business analysts within the Management Reporting team with cost and revenue analysis, client profitability analysis, cost centre support and other ad hoc analysis.
• Assist in the analysis of data for cost allocations and methodology tables (quarterly reviews)
• Compile and produce Net New business data (using Sue Spurling report) for the EMEA business regions.
• Assist in creating more efficient compilation of AUA/AUM data ready to feed into GFS and EMEA monthly decks
• Assist in the preparation of Operations Direct Expense report
• Forecasting – work with members of the management reporting team to design develop and build individual business and EMEA forecast models
• Work with the team throughout the Budgeting and Planning process for EMEA and the individual business units
• Involvement in other expense areas such as assisting with the collection of debtor information and updates from the various Fee Analysts; Liaising with Fees team in relation to Subcustody information including new custody relationships, fees, and expenses for inclusion in monthly forecasting.
• Help in gathering information concerning client profitability project and then ongoing updates
• Other ad-hoc management reporting and analysis as it arises
Skills / Experience required
• Ability to partner effectively with peers and line manager
• Strong IT skills required, notably Excel to advanced level and Powerpoint
• Highly numerate with strong analytical and organisational skills and high attention to detail essential
• Ability to work in a team environment
• Flexible approach towards changing work methods and variable workloads
• Management reporting experience required, deemed essential
• Financial or accountancy training or background preferred