Key skills
SQLTableauBIPower BIWorkdayCommunicationDecision Making
About this role
Role Overview
- Lead legal entity level forecasting for the Institutional Broker Dealer across the income statement, balance sheet, cash flows, and key regulatory capital metrics
- Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact
- Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity
- Provide forward looking insights on performance trends, risks, and capital constraints to senior stakeholders
- Partner with Treasury and Risk to assess funding, liquidity, and capital implications of forecasted activity
- Enhance forecast reporting and dashboards to improve transparency and decision making
- Drive automation and scalable processes to reduce manual forecasting and reporting
- Support strategic initiatives, ad hoc analyses, and business growth opportunities
Requirements
- Bachelor's degree, or equivalent work experience
- Typically six or more years of related experience
- Strong understanding of P&L management and balance sheet dynamics within a broker dealer
- Experience supporting or partnering with capital markets businesses (trading, repo, underwriting)
- Ability to translate business activity into capital and balance sheet implications
- Advanced Excel and PowerPoint skills; experience with financial systems (Hyperion, Workday, Power BI, Tableau, SQL)
- Strong analytical skills, intellectual curiosity, and comfort challenging assumptions
- Clear, concise communication skills for executive and non finance audiences.
Tech Stack
- SQL
- Tableau
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law