Job Summary: The Finance Projects and Strategy team is responsible for developing and managing an active list of department initiatives and projects. The team is dynamic, requiring a creative approach to problem solving and the ability to think strategically. The firm is looking to recruit an individual with financial services experience to own and manage the Chart of Accounts for the team, assist in business analysis, data governance, project support and data analytics for both ongoing and expected areas of focus for the Finance department.
Principal Responsibilities:
Business Analyst dedicated to the needs of the PM (Portfolio Manager) Compensation
Reporting and Analysis team
Represent the Finance team in cross-departmental projects impacting the PM Compensation team
Work with users to determine root cause issues and to plan for remediation
Work closely with Finance-dedicated Developers to ensure business requirements are understood
Work with developers and users to devise testing (UAT) plans, and manage the testing process
Perform data analysis and develop solutions to support needs of the Finance department
Provide project management and support for PM Compensation teams extensive book of work
Build relationships with key stakeholders across the organization and use those relationships to ensure proper execution of book of work
Qualifications/Skills Required:
8+ years of relevant experience
Previous experience with compensation or commission calculations
Understanding of data modelling and data attributes needed to perform complex calculations
Project management experience, including ability to synthesize and communicate project information to Finance management
High level understanding of Financial Reporting / Accounting team responsibilities (financial statement preparation, analytics, reporting)
Strong Microsoft Excel and PowerPoint skills (pivot tables, advanced macros, VBA);
Skilled at communicating with impact to effectively manage upward to influence decisions
Advanced quantitative and problem-solving skills, as well as intellectual curiosity
Quick learner and detail oriented; demonstrable thoroughness and strong ownership of work
Perseverance and ability to deal with uncertainty
Ability to prioritize in a fast paced, high pressure, constantly evolving environment, strong sense of urgency
Able to operate with limited direct supervision
Strong control mindset, analytical skills and high degree of accuracy with a passion for data quality
Ability to work independently
Bachelors Degree is required
Numbers & Facts
Location
New York
Skills
Acceptance Testingunmatched
Analysis Skillsunmatched
Business Analysisunmatched
Commission Calculationunmatched
Communication Skillsunmatched
Compensation and Benefitsunmatched
Data Analysisunmatched
Data Modelingunmatched
Data Qualityunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
Financeunmatched
Financial Analysisunmatched
Financial Managementunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Investment Managementunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft Visual Basic for Applications (VBA)unmatched
Pivot Tablesunmatched
Problem Solving Skillsunmatched
Process Managementunmatched
Project/Program Managementunmatched
Quality Assurance Methodologyunmatched
Root Cause Analysisunmatched
Test Plan/Scheduleunmatched
Testingunmatched
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