Financial Analyst

About the Role

Under general supervision, applies specialized knowledge and skills acquired through education and experience to perform a variety of financial and accounting functions while supporting the overall objectives of the Finance team. Exercises independent judgment and analytical skills to evaluate complex financial information, resolve moderately complex issues, and make recommendations in situations requiring deviation from established procedures. Demonstrates critical thinking, initiative, and sound decision-making in identifying, researching, and resolving financial and cost allocation matters. Collaborates regularly with management and internal business partners to address financial inquiries, provide analytical support, and ensure accurate and timely resolution of issues.

Key Responsibilities

• Assists in managing invoicing, revenue & receivable tracking, bonus accrual and computation for the Institutional Options team.
• Assists in month end financial review procedures.
• Assists in preparation of management reports in a format that can be quickly reviewed by management.
• Participates in the annual budget process by compiling information for the business unit to use in preparing budgets.
• Prepares financial data for surveys using various financial tools and resources and reviews results with management.
• Assists in gathering and compiling financial data to be used for the purpose of our periodic international regulatory filings.
• Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.
• Identifies potential process improvements to increase efficiency in processing or analyzing financial information, as appropriate.
• Resolves or recommends solutions to moderately complex problems.
• Works seamlessly in a team environment and also independently on projects and tasks as assigned.
• Performs other duties and responsibilities as assigned.

Knowledge Of

• Financial Reporting concepts, practices and procedures.
• Accrual based accounting practices.
• Accounting software packages.
• Strong knowledge of Microsoft Office applications.

Skills

• Intermediate skills in Excel, including knowledge of complex formulas and managing large data sets.
• Analyzing financial information.
• Performing mathematical calculations.
• Preparing surveys.
• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications, including word processing, spreadsheets and databases.

Abilities

• Implement changes to standard procedures when required by specific situations and circumstances.
• Work independently, make decisions and resolve or recommend solutions to moderately complex problems.
• Communicate effectively, both orally and in writing, with all organizational levels.
• Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.

Education & Experience

• Bachelor’s Degree (B.A.) in accounting or finance and up to two (2) years experience.
• OR Any equivalent combination of experience, education and/or training approved by Human Resources.
• Bachelor’s - Completed (Required)
• General Experience - 3 to 6 years