Financial Planning Analyst

Title: Financial Planning AnalystOffice Status: HybridSalary: $90,000-$130,000A well- known investment bank is looking for a financial analyst who will help be a part of a growing team. This firm launched 15 years ago and as it continues to grow it is a part of deals across multiple industries including retail, energy, financial services and media.Responsibility:

• Responsible for preparation of the monthly reporting of Sub Advisory Investment;
• Partner with Accounting team for the month-end closing processes, accruals calculations and accounts analysis;
• Conduct KPI analysis in relation with the revenues, expenses and receivables of the sub advisor;
• Prepare monthly performance reporting of sub advisors trading strategies and AUMs;
• Prepare budget and forecast variance analytics;
• Partner with Billings team to ensure timely invoicing and revenue collections;
• Assist in producing monthly CFO sub-advisor reporting pack;
• Be an excellent partner with Sub Advisor CFO and Business Head.Qualifications:
• Qualified Accountant or MBA Finance (CFA/MBA Finance);
• Big 4 Accounting firm experience as asset but not required;
• Financial Services sector experience required;
• Strong Microsoft Excel (basic macros/ v-lookup/ sumi-if etc.);
• Excellent teammate and strong collaborator;