Private Bank - Insurance and Annuities Finance Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As an Annuities & Life Insurance Finance Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. In this role, you will partner 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, ensuring our 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 our line of business CFOs. - Serve as a strategic partner to the business by providing analytics and guidance that drive business development and support key initiatives. - Evaluate and understand the financial impact of changes in yields, pipeline projections, sales, product mix, and other factors. - Participate actively in the forecasting process, driving improvements and automation, and clearly articulating the drivers of revenue and balance changes. - Continuously 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 wherever possible. - Minimum of CA or an MBA in Finance is required - Experience in Annuities, Life Insurance, or Financial Analysis - Highly organized and structured; ability to prioritize and time manage is crucial - Sense of urgency: being more proactive than reactive, and ability to complete tasks/requests in a timely matter are key - Ability to take ownership and work independently - Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM - Ability to articulate ideas in a clear, concise, and structured manner - Detail-oriented, strategic thinker with skills in analysis, data synthesis, and acute decision-making - Utilize judgment and discretion in working with highly confidential information - Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Preferred qualifications, capabilities, and skills: - 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background - Proficiency in tools like Thoughtspot & Databricks is a plus - Advanced proficiency in Excel and PowerPoint, Tableau and Alteryx. Knowledge of programming languages such as Python and SQL is preferred - Strong analytical and problem-solving skills with the ability to analyze large datasets and present conclusions concisely,