KeyBank · 5 hours ago
Senior Finance Analyst for Wealth Management
Ohio, United States
Full-time
Remote
Mid Level
$70K/yr - $90K/yr
3+ years exp
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Responsibilities
Financial Analysis: Perform comprehensive financial analysis to support business decisions, including variance analysis, trend analysis, and financial modeling. Provide insights into key performance drivers and identify areas for improvement.
Reporting: Prepare and deliver detailed financial reports, including monthly and quarterly performance summaries, P&L analysis, and other reports for senior management. Ensure reports are accurate, timely, and aligned with organizational goals.
Forecasting: Develop and maintain financial forecasts that reflect current business trends and strategic objectives. Partner with business units to refine projections for revenue, expenses, and other key metrics.
Planning/Budgeting: Lead and support the annual budgeting process, coordinating with various departments to gather inputs, validate assumptions, and consolidate budgets. Monitor budget adherence and provide updates on variances.
Performance Management: Track, analyze, and report on financial KPIs, AUM, revenue growth, and expense management. Partner with stakeholders to develop performance metrics that align with strategic initiatives and optimize financial performance.
Business Support: Work closely with senior leaders and stakeholders across Wealth Management to support ad hoc analyses, strategic planning, and special projects.
Process Improvement: Identify and implement improvements in financial processes, reporting, and forecasting methodologies to enhance accuracy and efficiency.
Qualification
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Required
Bachelor’s degree in finance, Accounting, Economics, or a related field.
3-5 years of experience in financial analysis, preferably within wealth management or a financial services environment.
Strong analytical skills with proficiency in financial modeling, forecasting, and budgeting.
Advanced knowledge of Excel and Power point.
Excellent written and verbal communication skills, with the ability to translate complex financial data into actionable insights for stakeholders.
Detail-oriented, with a strong commitment to accuracy and a proactive approach to identifying and solving issues.
Ability to manage multiple priorities, work under pressure, and meet deadlines.
Benefits
Eligibility for short-term incentive compensation
Deferred incentive compensation subject to individual and company performance
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
Company data provided by crunchbase
