Financial Planning and Analysis Manager. Responsible for supporting the senior management with financial analysis and reporting, and preparation of financial forecasts and budgets.
Responsibilities:
Review of departmental expense accounts sourced from the PeopleSoft general ledger
Prepare and analyze standard reports
Identify and rectify any data classification issues with accounting
Provide accounting with high level commentary on variances
Preparation of expense variance analysis reports for senior management, providing key variance explanation
Particular focus on compensation analysis including headcount reporting and position tracking against budget
Support business leaders in position management and utilization of compensation budgets / investment proposals
Presentation and review of expense reports with senior management, providing follow-up analysis as required
Coordinate and prepare expense Budgets and Forecasts, providing analysis and reporting to management as required
Responsible for ensuring financial systems continue to reflect the activities and organizational structure; leading or taking an active role in implementing necessary system and reporting changes
Responsible for managing one financial analyst; both ensuring deadlines are met and personal development goals are achieved
Qualifications:
Bachelor's degree in Finance or Accounting
5+ years experience in financial planning and analysis
Staff management experience desirable
Strong leadership and organizational skills
Highly analytical with strong PC skills, particularly Microsoft Office (Excel, Word, PowerPoint and Access) and Financial Systems; PeopleSoft and Hyperion
Excellent verbal, written, interpersonal and analytical skills
Proven systems, technology and process improvement experience.
A
trade automation, connectivity and compliance solution, the SunGard
Transaction Network (STN) links institutions throughout the financial
services community to facilitate end-to-end transaction processing.
With
more than 4,500 client firms in 60 countries managing more than $12
trillion, Advent has established itself as a leading provider of
mission-critical applications for investment management operations of
all sizes and strategies.
QUMAS
is a global compliance software company offering a complete Enterprise
Governance, Risk and Compliance solution with over 250 customer
deployments.
Belzberg
Technologies has been at the forefront of the electronic trading
evolution from the very beginning, and continues to provide world-class
service, execution and technology to the securities industry.
