Key skills
OracleTableauSnowflake
About this role
Role Overview
- Perform annual plan and re-forecasting activities for flows, assets, and revenue
- Analyze financial results to identify drivers and explain key variances
- Produce financial reports and concise commentary with key insights
- Design ad hoc reports as needed
Requirements
- 5+ years of financial planning and analysis or corporate finance experience
- Preference for AUM reporting experience and experience in Insurance
- BS/BA degree in Accounting, Finance, or Economics
- Knowledge of Oracle Systems: Hyperion Essbase/SmartView and EBPCS
- Knowledge of Tableau and Snowflake
- Strong attention to detail and ability to multi-task
Tech Stack
- Oracle
- Tableau
Benefits
- Comprehensive Total Rewards package
- Health, wellness, and work life offerings
- Superior retirement program