Wealth Management Financial Planning & Analysis Associate

The Wealth Management Financial Planning & Analysis Associate will have a central focus on consolidating and reporting segment balance sheet and capital for the retail business. This includes actual results as well as budget and multi-year forecasts for the consumption of both internal and external parties.

Responsibilities include:

• Daily balance sheet reporting working closely with Treasury and other divisions
• Forecast and Budget consolidation with variance analysis closely working with business-facing Finance teams
• Monthly review and reconciliation of actual results
• Tracking of month-end close with key focus on forecast vs. actual results analysis
• Preparation of recurring presentations, including ALCO materials
• Monthly capital and RWA reporting
• Comprehensive Capital Analysis & Review (CCAR) multi-year forecast consolidation and analysis

Skills Required:

• Excel
• Power Point
• Strong communication skills

Skills Desired:

• Oracle Essbase experience
• Experience in balance sheet and capital reporting