Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm's risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Provide comprehensive reporting and analysis coverage
analyzing revenues, assets, sales, expenses and other financial metrics
Oversee financial statement production and analysis
Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) Capital Markets and Firm initiatives
Leverage financial data platforms (Dataiku, Snowflake, Tableau, IBM Planning Analytics TM1) to develop and enhance analytics
Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives
Run business models for the quarterly and annual stress testing and discuss results with senior management
Partnership with various groups across the firm as it relates to projects, financial close and controls.

Preferred undergraduate degree in accounting with 3-5 years of relevant finance and accounting experience
Advanced Tableau knowledge, Basic SQL
Knowledge of Dataiku / Snowflake Databases
Experience with SAP general ledger software a plus / Oracle Business Objects / TM1
Experience with financial planning, advanced data analysis, and modelling
Desired strong communication (verbal and written), organizational, and analytical skills
Ability to communicate effectively and persuasively with members of the senior management team and others within the Company.

Wealth Management Finance – AVP, Capital Markets

Key skills