Capital Markets - Financial Reporting & Analysis

Example Corp

New York, NY, US Until 8/21/2026 First posted March 22, 2025 Last posted March 22, 2025

Job description

*** This is where your organization can create a consistent intro to all of your jobs, creating consistency in voice and messaging across all job posts

*** C'est ici que votre organisation peut créer une introduction cohérente à tous vos emplois, en créant une cohérence dans la voix et la messagerie dans tous les postes.

PRIMARY LOCATION: Americas-United States Of America - New York - Purchase

EDUCATION LEVEL: Bachelor's Degree

JOB: Finance

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Director

DESCRIPTION

Coordinate with CFO senior management for the financial support of the WM Investment Solutions business. Interact with investment solutions business leads and subject matter experts to provide product KPIs and recurring/ad-hoc analyses. Provide comprehensive reporting and analysis coverage - analyze revenues, expenses, assets, sales and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management. Oversee financial statement production and analysis. Leverage financial data platforms to develop enhanced analytics and produce automated visualizations / dashboards. Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis). 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 (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics). Monitor close activity through BD1-5 and ensure results are in line with business expectations.

QUALIFICATIONS

- MINIMUM Education Requirement: Bachelor's degree in Finance, Business Administration, or a closely related field of study.
- MINIMUM Experience Requirement: 5-7 years.
- Alternate Occupation(s) Acceptable to Meet Experience Requirement: Financial Analyst, or a closely related occupation.
- Special Skills: Requires five (5) years of experience with the following: Advanced Excel; Tableau, VBA; Hyperion Essbase; Oracle Business Objects; Dataiku; SQL; Controllers Workbench; stress testing; financial planning; advanced data analysis; and modelling.

*** Similar to the introduction that can precede all job descriptions, an outro can also be formatted for consistency on all posts

*** Semblable à l'introduction qui peut précéder toutes les descriptions de poste, une outro peut également être formatée pour la cohérence sur tous les messages

About this role

Summary

Coordinate financial support, reporting, and analysis for investment solutions business.

Job title

Capital Markets - Financial Reporting & Analysis

Experience level

5-7 years

Industry

finance

Location requirements

Located in New York, remote work not allowed.

Salary

Not specified

Management role

Yes

Skills & keywords

Required skills

bachelor's degreeadvanced exceltableauvbahyperion essbaseoracle business objectsdataikusqlcontrollers workbenchstress testingfinancial planningadvanced data analysismodelling

Preferred skills

None specified

Specializations

financial reportinganalysisforecastingbudgetingdata analysis

Locations

Structured locations inferred from the posting.

New York, NY, USA

On-site City