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Financial Systems and Process Lead will be responsible for improving reporting processes and overall change management related to business and finance initiatives. This role will perform impact analysis ensure business readiness and interface with Business Analytics, LFOs and Finance functions. Additionally, this role will improve Wealth financial systems and processes that support the LFO and business reporting to drive efficiencies and process improvements.
Job Responsibility:
Support the Wealth Controller and Wealth CFO and other senior management with insight and analyses on data, technology and key financial statement drivers
Contribute to the quality and completeness of the Control Framework to ensure accuracy and soundness for all Wealth metrics and management reporting systems
Ownership for process and systems improvements and change management interfacing with the Business
Help drive continuous improvements in efficiency, timeliness, and quality of information supporting the LFO and Business
Partner with various global functional teams to deep dive and analyze complex topics such as funds transfer pricing, liquidity premium and RWA
Serve as back up to the Wealth business product lead on critical initiatives
Requirements:
10+ years of experience in financial reporting, accounting, financial analysis
Ability to monitor tight deadlines or unexpected requirement changes
Ability to anticipate and balance needs of multiple stakeholders
Excellent verbal and written communication skills
Proficiency in financial systems and accounting software
Wealth business and product knowledge is preferred
Strong analytical skills, process and data mapping
Experience on complex programs with demonstrated focus on Risk and Controls
Financial reporting experience
Demonstrated experience with process improvements and financial systems strategy
Bachelor's/University degree
Master's degree preferred
CPA preferred but not required
Nice to have:
Wealth business and product knowledge
Master's degree
CPA certification
What we offer:
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards
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