Finance Associate

Role Overview: You are a strategic thinker passionate about driving solutions in financial analysis. As an Annuities & Life Insurance Finance Associate in the Finance team, you will define, refine, and deliver set goals for the firm. Your role involves partnering across the organization to provide financial and strategic analysis, oversee budgeting and forecasting, and deliver insightful management reporting. You will influence business outcomes, challenge performance, and proactively manage risk to ensure the company can navigate all market conditions while maintaining a strong balance sheet. Your expertise will help drive growth, improve efficiencies, and support decision-making for line of business CFOs. Key Responsibilities: - Serve as a strategic partner to the business by providing analytics and guidance for driving business development and supporting key initiatives. - Evaluate and understand the financial impact of changes in yields, pipeline projections, sales, product mix, and other factors. - Actively participate in the forecasting process, driving improvements and automation, and clearly articulating the drivers of revenue and balance changes. - Review current practices and processes, identify deficiencies or weaknesses, and deliver solutions to enhance the business's control framework, especially through innovative automation technology. - Execute ad-hoc requests from various stakeholders and senior management, including business senior leaders across AWM and USWM organizations. - Enhance controls and streamline processes, introducing automation where possible. Qualifications Required: - Minimum of CA or an MBA in Finance. - Experience in Annuities, Life Insurance, or Financial Analysis. - Highly organized and structured with the ability to prioritize and time manage effectively. - Sense of urgency, being proactive and completing tasks/requests in a timely manner. - Ability to take ownership and work independently. - Clear and confident communication with all levels of management, including senior management within the Global Private Bank & AWM. - Articulate ideas clearly, concisely, and in a structured manner. - Detail-oriented strategic thinker with skills in analysis, data synthesis, and acute decision-making. - Utilize judgment and discretion when handling highly confidential information. - Team player respected as a trusted partner for the Business, Finance, and FP&A Teams. Additional Company Details: The company prefers candidates with 4+ years of work experience, ideally in Financial Services, and/or accounting/controller background. Proficiency in tools like Thoughtspot & Databricks is a plus. Advanced proficiency in Excel, PowerPoint, Tableau, and Alteryx is preferred. Knowledge of programming languages such as Python and SQL is a plus. Strong analytical and problem-solving skills are necessary for analyzing large data sets and presenting conclusions concisely.,