Develop management reports for Investment Banking, covering weekly, monthly, and quarterly revenue/expense reports, budgeting, and forecasting.
Prepare weekly external revenue results and forecasts for Investment Banking.
Complete month-end reconciliations and related research.
Collaborate with global teams for revenue reporting commentary.
Handle ad hoc reporting requests from various departments.
Work with Technology on system enhancements and participate in testing new reporting tools.
Qualifications and Preferred Skills
1-3 years of relevant experience.
Interest or familiarity with financial markets and products.
Background in Financial Services, Audit, or Accounting.
Proficiency in Excel and PowerPoint.
Experience working under tight deadlines and with demanding stakeholders.
Strong attention to detail, organizational, and time management skills.
Ability to multitask and thrive in a fast-paced environment.
Willingness to challenge and improve processes for team efficiency.
We are committed to uniting diverse backgrounds, experiences, and talents to deliver exceptional service. If you are a driven, client-focused self-starter eager to contribute to a leading global financial services firm, we encourage you to apply. All backgrounds and experiences are welcome, and no direct industry experience is necessary.
Numbers & Facts
Location
Baltimore, MD
Industry
Staffing/Employment Agencies
Company Size
50 to 99 employees
Year Founded
2002
Website
https://phaxis.com/
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
Skills
Accountingunmatched
Budget Reportingunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Diversityunmatched
Expense Reportsunmatched
Financial Analysisunmatched
Financial Auditunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Forecastingunmatched
Global Financial Marketsunmatched
Investment Servicesunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Multitaskingunmatched
Process Improvementunmatched
Reconciliationunmatched
Reporting Skillsunmatched
Revenue Forecastingunmatched
Revenue/Sales Reportingunmatched
Service Deliveryunmatched
Stock Marketunmatched
Time Managementunmatched
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