Junior Financial Reporting Analyst to produce various Financial Reports and provide Analytical [...]

Junior Financial Reporting Analyst to produce various Financial Reports and provide Analytical Support - 82074-1

Job Title: Finance - Financial Analyst - Entry

Start/End Dates: 12/2/2024 - 6/1/2025

Work Location (Tax): 81 Bay 26th Floor

Target Start Date: ASAP or December 2, 2024

Duration: Approx. 6 months (June 20, 2025) with possibility for extension

Line of Business: Financial Reporting - Performance Reporting & Support

Hybrid work environment 1 to 2 days/week in office (Wed./Thu.)

Work Schedule: 37.5 hours per week; 9am-5pm; Monday – Friday. Potential for rotational Sunday shifts.

Project Overview: The Partner Referral Program tracks the movement of client assets. Based on those movements, recognition and compensation to the referring advisor will be provided.

Daily Responsibilities:

1. Produce performance, recognition, and partner referral reports.
2. Investigate report discrepancies and provide analytical support for various stakeholders.
3. Complete period-end reconciliation processes and required adjustment entries.
4. Prepare ad-hoc analysis and reports for senior management.
5. Verify the accuracy of business partner provided data and ranking results.
6. Provide reports for supported lines of businesses including Telephone Banking, Customer Contact Centers, Retail Market, Wealth Management, Business Banking, and NSL.

Key Accountabilities:

1. Produce regular performance and analytical reports and prepare commentary on fluctuations.
2. Review and approve commission and Partner Referral adjustment submissions.
3. Confirm and reconcile report results against information sources for accuracy.
4. Utilize technical tools such as Essbase, Tableau, and Oracle to produce reports.
5. Assist in the development of new reports and business initiatives.
6. Conduct in-depth analyses of operational risk management outputs.

Qualifications:

Must Haves:

1. Strong knowledge of Excel.
2. Experience with MS Access.
3. Knowledge of Essbase/SmartView.
4. 1+ years of related business experience (preferably in finance or data analysis).

Nice to Have:

1. SmartView experience.
2. Understanding of computer languages (concepts, algorithms, understanding of how programming works).

*Open to new grads*