Role OverviewThe Senior Financial Analyst will lead driver-based forecasting across the income statement, balance sheet, and key regulatory capital metrics, translating front office activity into forward-looking financial insights. This role is responsible for proactively identifying and addressing capital and balance sheet constraints that may impact growth.
What You Will Do
The Senior Financial Analyst will lead legal entity level forecasting, build and maintain driver-based models, identify and explain key drivers of net capital, balance sheet consumption, and growth capacity, and provide forward-looking insights on performance trends, risks, and capital constraints to senior stakeholders.
Why It Might Be a Fit
The ideal candidate will have a strong understanding of P&L management and balance sheet dynamics within a broker dealer, experience supporting or partnering with capital markets businesses, and advanced Excel and PowerPoint skills.
Requirements
- Bachelor's degree, or equivalent work experience
- Typically six or more years of related experience
- Strong understanding of P&L management and balance sheet dynamics within a broker dealer
- Experience supporting or partnering with capital markets businesses (trading, repo, underwriting)
- Ability to translate business activity into capital and balance sheet implications
- Advanced Excel and PowerPoint skills; experience with financial systems (Hyperion, Workday, Power BI, Tableau, SQL)
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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