Financial Analyst
Phaxis
Investment Banking Division Reporting Analyst
Key Responsibilities
- Develop management reports for the Investment Banking Division, including revenue/expense reports and forecasts.
- Prepare weekly external revenue results and forecasts for Investment Banking.
- Complete month-end reconciliation and research for the Investment Banking Division.
- Collaborate with global teams for revenue reporting commentary.
- Produce ad hoc reports for various reporting units and management.
- Coordinate with Technology on system enhancements and participate in testing new reporting tools.
Preferred Qualifications
- 2-5 years of financial services experience, preferably in FP&A or Lending products.
- Proficient in Excel.
- Familiarity with AI, transformational tools, and basic accounting principles.
- Interest or experience in Financial Markets and Products.
- Experience working under pressure to achieve positive outcomes.
- Exceptional attention to detail and strong organizational skills.
- Ability to multitask in a fast-paced environment.
- Willingness to challenge and improve processes for team efficiency.
We aim to combine diverse backgrounds, experiences, and talents to provide exceptional service. If you are a proactive, client-oriented individual eager to contribute to a leading global financial services firm, we encourage you to apply. We welcome applicants from all backgrounds, and direct industry experience is not required.
Vacancy posted 3 days ago
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