Job Description
Key Responsibilities
We aim to combine diverse backgrounds, experiences, and talents to provide exceptional service. If you are a proactive, client-oriented individual eager to contribute to a leading global financial services firm, we encourage you to apply. We welcome applicants from all backgrounds, and direct industry experience is not required.
- Develop management reports for the Investment Banking Division, including revenue/expense reports and forecasts.
- Prepare weekly external revenue results and forecasts for Investment Banking.
- Complete month-end reconciliation and research for the Investment Banking Division.
- Collaborate with global teams for revenue reporting commentary.
- Produce ad hoc reports for various reporting units and management.
- Coordinate with Technology on system enhancements and participate in testing new reporting tools.
- 2-5 years of financial services experience, preferably in FP&A or Lending products.
- Proficient in Excel.
- Familiarity with AI, transformational tools, and basic accounting principles.
- Interest or experience in Financial Markets and Products.
- Experience working under pressure to achieve positive outcomes.
- Exceptional attention to detail and strong organizational skills.
- Ability to multitask in a fast-paced environment.
- Willingness to challenge and improve processes for team efficiency.
We aim to combine diverse backgrounds, experiences, and talents to provide exceptional service. If you are a proactive, client-oriented individual eager to contribute to a leading global financial services firm, we encourage you to apply. We welcome applicants from all backgrounds, and direct industry experience is not required.
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
- Artificial Intelligence (AI)unmatched
- Customer Relationsunmatched
- Detail Orientedunmatched
- Diversityunmatched
- Expense Reportsunmatched
- Financial Analysisunmatched
- Financial Planning and Analysis (FP&A)unmatched
- Financial Reportingunmatched
- Financial Servicesunmatched
- Forecastingunmatched
- Global Financial Marketsunmatched
- Investment Servicesunmatched
- Loansunmatched
- Multitaskingunmatched
- Organizational Skillsunmatched
- Process Improvementunmatched
- Reconciliationunmatched
- Reporting Skillsunmatched
- Revenue Forecastingunmatched
- Revenue/Sales Reportingunmatched
- Stock Marketunmatched
- Transformation Toolsunmatched
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