Lead Financial & Business Analyst - Wealth Management

Analyze business performance, financial results, and key metrics to identify trends, risks, and opportunities Lead the creation and maintenance of financial models for budgeting, forecasting, and strategic initiatives Proactively collaborate with subject matter experts to acquire knowledge necessary to build and interpret analytics Prepare analytical illustrations to share with leaders and SMEs Requirements 5+ years’ experience developing and presenting financial and business analytics 5+ years’ experience analyzing financial statements and interpreting results Advanced analytical aptitude Experience working across multiple business areas and/or lines of business Advanced experience with Excel and other data/analytics tools Core Competencies Demonstrates advanced analytical aptitude with over 5 years of experience in developing financial models, analyzing financial statements, and interpreting business analytics across multiple business areas. Proficient in collaborating with subject matter experts to create impactful analytical illustrations for leadership. Highest-signal resume keywords Financial Analysis Financial Modeling Data Analytics Tools Excel Proficiency Business Performance Analysis ATS Optimization Keywords Hard Skills Financial Analysis Financial Modeling Business Analytics Data Interpretation Budgeting Forecasting Trend Analysis Risk Identification Key Metrics Analysis Analytical Illustration Soft Skills Collaboration Communication Industry Keywords Business Performance Financial Results Strategic Initiatives Subject Matter Experts Multiple Business Areas Tools & Technologies Excel Data Analytics Tools #J-18808-Ljbffr Jobtailor