Financial Analyst

• Provide analytic support for the development of annual operating and capital budgets.
• Responsible for analyzing and reporting monthly actual operating expense performance, relative to budget, by major cost category.
• Responsible for quarterly analysis of actual operating expenses by business unit.
• Responsible for ongoing identification and analyses of actual operating expense trends to ensure quick resolution and notification of issues to management.
• Responsible for evaluating existing system software and database needs to ensure system support continues to efficiently and effectively meet analytical and reporting requirements.
• Ensures all controls related to the budget process are in place and performing according to established policies and procedures; ensure system changes are made on a timely and accurate basis.
• Work with IS project management function to improve reporting of actual initiative cost relative to budget (expense and capital).  
• Act as “back-up” for the preparation of other FRM financial reporting.
  

• Minimum of four years of financial services experience working in some aspects of budgeting, cost analysis, financial reporting, and/or business unit profitability analysis. 
• Bachelors Degree in Finance, Accounting or related field. CPA, MBA or other post-baccalaureate degree/certification, or equivalent experience, strongly preferred.
• Strong interpersonal skills.
• Excellent written and verbal skills.
• Experience with ACCESS, EXCEL, SQL databases preferred.